One of the best ways to set your sales team up for success is to create an action plan. Instead of simply assigning target sales goals and leaving them at that, an action plan reverse engineers how your team will reach those numbers, laying out the best tactics and strategies. This post will walk you through four steps to create an action plan to improve sales performance, along with sales action plan ideas and tips to keep your team on track to achieving the target.

B2B selling involves a myriad of choices about how to engage with customers. Sales organizations and salespeople spend an enormous amount of time planning which customers and prospects to spend time with and what messages to focus on. Typically, a high-level annual plan anchors more detailed quarterly plans which get broken down into even more granular periods.