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10 strategies and tactics for Sales

What is Sales strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Identifying the optimal Sales strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Sales strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Sales strategy examples

You will find in the next section many different Sales tactics. We've included action items in our templates to make it as actionable as possible.

Strategies and tactics for developing a virtual assistant for salespeople

  • ⛳️ Strategy 1: Develop a comprehensive AI framework

    • Identify key components and functionalities needed for the AI model
    • Assess current AI technologies to incorporate generative AI, rule-based systems, and analytical tools
    • Develop scenarios for what-if analysis to anticipate market conditions and other variable factors
    • Create algorithms and systems for predictive analysis based on historical company data
    • Integrate benchmarking components to identify successful sales personas
    • Implement a monitoring system to track performance metrics for each salesperson
    • Collaborate with sales managers to define success metrics for each role
    • Design a system to provide real-time qualitative feedback
    • Develop a call monitoring and qualitative evaluation feature
    • Draft a framework to represent the workflow diagrammatically

  • ⛳️ Strategy 2: Streamline sales onboarding and upskilling

    • Develop a dynamic onboarding process using AI guidance
    • Use AI to automatically generate training materials and assessments for new hires
    • Create a personal development plan for each new hire using AI recommendations
    • Design interactive AI-driven modules for continuous learning and upskilling
    • Incorporate performance benchmarks to identify areas for improvement
    • Facilitate role-specific AI coaching sessions for new hires and existing staff
    • Enable AI-powered simulations to practice sales scenarios
    • Construct an evaluation system to measure learning progress
    • Generate targeted feedback using AI analysis of performance data
    • Implement regular updates to training content based on real-time data

  • ⛳️ Strategy 3: Enhance decision-making processes with AI analytics

    • Utilise AI analytics to assess and predict market conditions
    • Integrate weather and environmental data into AI systems to consider acts of god
    • Enable AI to leverage historical data to inform strategic decisions
    • Use AI to generate comprehensive reports on individual and team performance
    • Create a platform for comparative analysis of sales performance across different timelines
    • Develop an AI feature for generating insights and recommendations from sales trends
    • Include an AI-based decision support system for scenario planning
    • Implement a tool for conducting qualitative assessments of sales interactions
    • Facilitate the AI in conducting real-time SWOT analysis
    • Employ sentiment analysis for sales interactions through AI insights
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Strategies and tactics for developing a marketing strategy for scented candles

  • ⛳️ Strategy 1: Establish a strong sales plan

    • Set clear sales targets for each quarter
    • Identify the target customer segment for scented candles
    • Develop bundled offers or seasonal packages to increase average order value
    • Establish relationships with retail stores and online marketplaces
    • Train sales staff with knowledge about the different scents and benefits
    • Utilise customer feedback to refine sales pitch and product offerings
    • Incorporate a loyalty programme for repeat customers
    • Set up sales incentives for team members to achieve targets
    • Plan for seasonal demand spikes with appropriate inventory
    • Evaluate sales performance monthly to adjust tactics

  • ⛳️ Strategy 2: Use advertising and promotion to boost awareness

    • Implement targeted social media campaigns focusing on visual platforms like Instagram and Pinterest
    • Collaborate with influencers who focus on home décor and wellness
    • Offer promotional discounts during major holidays
    • Host workshops or events that focus on the experience of candle making
    • Send out press releases to lifestyle magazines and blogs
    • Create a referral programme to encourage word-of-mouth marketing
    • Utilise search engine marketing to capture organic traffic
    • Distribute samples in spa centres or wellness events
    • Utilise email marketing to nurture leads and announce promotions
    • Gather and showcase customer testimonials and reviews

  • ⛳️ Strategy 3: Determine selling outlets and pricing strategies

    • Sell through e-commerce platforms like Etsy, Amazon, and own website
    • Explore contracts with boutique stores and home décor shops
    • Determine the preferred market outlet based on customer data
    • Become a qualified supplier by meeting specific buyer requirements
    • Apply competitive pricing by analysing the market and adjusting accordingly
    • Calculate costs accurately to set a profitable yet attractive price point
    • Utilise options and forward pricing to mitigate risks of raw material costs
    • Consider production contracting with suppliers for stable terms
    • Explore marketing contracts to assure outlet partnerships
    • Opt for liability insurance to protect against any product defects
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Strategies and tactics for determining Sales Funnel Metrics to Achieve Monthly Revenue Goals

  • ⛳️ Strategy 1: Calculate funnel metrics

    • Determine the number of $2,000 and $20,000 course sales needed to achieve $1 million revenue per month
    • Calculate average daily revenue targets
    • Estimate total number of required sales per month for each course
    • Assess current conversion rates from freebie to sales page
    • Identify daily visitors needed to the sales page to meet sales targets
    • Factor in current email open and click rates to convert subscribers into sales
    • Calculate required daily new subscribers to achieve desired click rates
    • Set daily lead acquisition targets based on required funnel visits
    • Analyse engagement on social media platforms to drive traffic to freebies
    • Refine metrics based on ongoing data analysis and adjustments

  • ⛳️ Strategy 2: Optimise freebie offerings and sales funnel

    • Develop high-converting lead magnets like PDFs or free webinars
    • Promote freebies across social media platforms including IG, FB, Pinterest, TikTok
    • Enhance website and blog content to drive organic traffic to freebies
    • Optimise email marketing strategies to increase open and click rates
    • Create compelling sales pages for $2k and $20k courses
    • Implement automated email sequences to nurture leads
    • A/B test different freebie offerings to maximise conversion rates
    • Offer value-driven content that addresses pain points of target audience
    • Run targeted ad campaigns to drive traffic to freebie signups
    • Monitor and analyse funnel performance consistently for improvements

  • ⛳️ Strategy 3: Increase booking of sales calls

    • Develop a compelling webinar to introduce $20k course
    • Utilise landing pages to promote webinar registrations
    • Follow up with webinar attendees with personalised email sequences
    • Set up a scheduling system for booking sales calls directly from emails and webinars
    • Provide testimonials and case studies to build trust during webinars
    • Utilise social proof and urgency tactics to encourage call bookings
    • Train sales team to handle objections and close high-ticket sales
    • Implement retargeting ads to re-engage interested leads
    • Utilise influencer partnerships to promote sales calls
    • Continuously optimise sales call scripts based on performance feedback
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Strategies and tactics for ensuring product consistency with design systems

  • ⛳️ Strategy 1: Establish Salesforce design standards and governance

    • Define core design principles aligned with Salesforce and Enterprise Design System
    • Develop a comprehensive design guide that includes usage, examples, and constraints
    • Appoint a design system governance team to oversee adherence to standards
    • Schedule regular audits to ensure design implementations meet defined standards
    • Create a feedback loop for teams to report issues and improvements on the design system
    • Implement a versioning system for updates to the design standards
    • Host workshops and training sessions for designers and developers on standards
    • Utilise design tools that integrate seamlessly with Salesforce for consistent implementation
    • Collate and maintain a library of reusable components within Salesforce system
    • Document and communicate any deviations from the design standards with justifications

  • ⛳️ Strategy 2: Upskill team in Salesforce

    • Identify skill gaps within the team related to Salesforce design capabilities
    • Develop a training plan that focuses on Salesforce design best practices
    • Provide access to Salesforce online courses and certification resources
    • Organise live training sessions with Salesforce experts or practitioners
    • Encourage job shadowing or mentorship programmes within the organisation
    • Set up regular knowledge sharing sessions within the team
    • Track and measure team progress against their learning goals
    • Implement a rewards system to encourage learning achievements
    • Create opportunities for team members to apply new skills in active projects
    • Regularly update training materials according to the latest Salesforce updates

  • ⛳️ Strategy 3: Reduce customisation by prototyping sandbox environment

    • Establish a dedicated sandbox environment for prototyping Salesforce customisations
    • Develop guidelines for using the sandbox environment effectively
    • Encourage teams to prototype and test solutions before deployment
    • Integrate sandbox review processes into project planning cycles
    • Monitor sandbox usage and provide feedback on prototyping efforts
    • Promote the use of sandbox results to inform design decisions
    • Analyse and document successful prototypes for potential standardisation
    • Evaluate the impact of reduced customisation in terms of time and cost savings
    • Share case studies of successful sandbox projects across teams
    • Refine sandbox environment based on user feedback and technological advancements
design-consistencysalesforce-integrationdesign-system-managersalesforce-expertdesign-teamdevelopment-team
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Strategies and tactics for driving Sales Through Integrated Marketing

  • ⛳️ Strategy 1: Enhance visibility with traditional marketing

    • Install 10+ banners in high-traffic MIDC zones and nearby towns
    • Highlight USPs such as affordable pricing and strategic location on hoardings
    • Organise regular on-site activities showcasing the plots and amenities
    • Offer guided tours for potential buyers to boost engagement
    • Schedule exclusive meetups with MIDC industry owners to pitch commercial plots
    • Publish advertisements in local newspapers targeting regional investors
    • Place adverts in magazines that are popular among the target audience
    • Partner with local businesses for cross-promotional activities
    • Distribute brochures in nearby residential areas and industries
    • Run weekly pop-up stalls at local marketplaces to engage with citizens

  • ⛳️ Strategy 2: Scale reach through digital marketing

    • Launch Google Search Ads targeting keywords like 'NA plots in Kurkumbh'
    • Implement Display Ads to retarget users interested in real estate
    • Develop Meta Ads with a focus on investors aged 30-50 in Pune
    • Utilise ad formats such as carousel ads and testimonial videos on social media
    • Promote site walkthroughs and client testimonials on YouTube
    • Optimise Google My Business profile with updated photos and reviews
    • Enhance local SEO to rank higher in searches like 'Plots in Kurkumbh MIDC'
    • Schedule regular updates on all digital platforms for consistent engagement
    • Track and analyse metrics for ad performance improvements
    • Develop retargeting strategies based on user interactions

  • ⛳️ Strategy 3: Build trust through content marketing

    • Publish blog articles on topics like 'Top Investment Opportunities Near Pune'
    • Create and share social media stories of site updates and testimonials
    • Design an email campaign with newsletters highlighting exclusive offers
    • Produce engaging videos such as drone shots of the site
    • Explain the benefits of different plot types through video content
    • Release video success stories of past customer experiences
    • Share client testimonials on all major social media platforms
    • Develop a seasonal content calendar for regular posting
    • Collaborate with local influencers for greater content reach
    • Use analytics to inform content strategy adjustments
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Strategies and tactics for maximising sales for Pesaway in East Africa

  • ⛳️ Strategy 1: Expand market presence

    • Conduct market research to identify key growth areas in East Africa
    • Establish partnerships with local businesses and banks
    • Open regional offices or hire local sales representatives
    • Participate in regional trade shows and exhibitions
    • Develop targeted marketing campaigns for each major city
    • Engage with local influencers and opinion leaders
    • Invest in outdoor and transport advertising in urban centres
    • Utilise digital platforms for targeted online ads
    • Ensure multi-language support for customer service
    • Regularly collect feedback from local customers to improve services

  • ⛳️ Strategy 2: Enhance product offering

    • Review and adapt product offerings to suit local preferences
    • Develop competitive pricing strategies tailored for the region
    • Offer promotional deals to first-time customers
    • Provide bundled services that cater to common local needs
    • Launch loyalty programmes to retain existing customers
    • Introduce flexible payment options for different customer segments
    • Ensure mobile app compatibility with local devices and networks
    • Offer multilingual content and support within the app
    • Conduct product demos in public spaces and local events
    • Partner with local service providers for co-branded offers

  • ⛳️ Strategy 3: Strengthen customer relationships

    • Set up a dedicated customer service team for East Africa
    • Use CRM tools to manage and track customer interactions
    • Regularly conduct surveys to gather customer feedback
    • Organise community events to engage with customers directly
    • Launch a customer referral programme with incentives
    • Develop FAQ and support resources in local languages
    • Utilise social media channels for customer engagement
    • Offer personalised deals based on customer purchase history
    • Respond promptly to customer queries and complaints
    • Monitor online reviews and address negative feedback constructively
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Strategies and tactics for implementing door to door sales for telecom products

  • ⛳️ Strategy 1: Train your sales team thoroughly

    • Conduct regular training sessions on product knowledge
    • Provide sales techniques workshops
    • Organise communication skills enhancement sessions
    • Introduce role-playing scenarios for handling objections
    • Educate team on company policies and procedures
    • Provide training on cultural sensitivity and inclusivity
    • Assign a mentor for new sales team members
    • Encourage feedback and improvement through reviews
    • Set clear and achievable goals for each salesperson
    • Empower teams with digital tools and resources

  • ⛳️ Strategy 2: Optimise your sales approach geographically

    • Research and select target neighbourhoods with potential customers
    • Analyse demographics and tailor pitches accordingly
    • Create a schedule based on high foot-traffic times in selected areas
    • Develop a mapping system for door to door logistics
    • Study competitors in the area to differentiate your offer
    • Gather local market data to enhance sales arguments
    • Coordinate efforts with local events and networking opportunities
    • Measure success of each area and adjust strategy
    • Allocate resources based on geographic data insights
    • Regularly review and adjust target areas based on performance

  • ⛳️ Strategy 3: Enhance customer engagement and conversion

    • Develop a compelling introductory sales script
    • Create a follow-up system for all customer interactions
    • Offer special promotions or discounts for doorstep closures
    • Provide informative brochures and takeaway materials
    • Train sales team to build rapport effortlessly
    • Implement a customer feedback system post-interaction
    • Introduce referral incentives for new customers
    • Use technology to track and analyse customer responses
    • Continually update the sales pitch based on feedback
    • Ensure clear and concise communication on service benefits
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Strategies and tactics for increasing number of quality demos booked by SDRs

  • ⛳️ Strategy 1: Enhance SDR training and skills

    • Provide regular training sessions on sales techniques and demo processes
    • Implement role-playing scenarios to practice demo booking
    • Offer workshops on understanding customer needs and pain points
    • Conduct mentoring sessions with experienced sales representatives
    • Create a knowledge base with best practices and demo tips
    • Use recorded calls for coaching and feedback
    • Schedule weekly SDR meetings to discuss challenges and solutions
    • Host webinars with industry experts to inspire and educate SDRs
    • Set up a certification programme to ensure SDR proficiency
    • Measure and reward individual improvements in demo booking rates

  • ⛳️ Strategy 2: Optimise lead generation and qualification

    • Implement a lead scoring system to prioritise high-quality leads
    • Utilise AI tools to identify and segment potential customers
    • Regularly update and clean the lead database
    • Use buyer personas to tailor outreach strategies
    • Automate lead qualification processes to save time
    • Provide SDRs with insights on lead behaviour and interactions
    • Set criteria for what constitutes a quality lead
    • Conduct periodic reviews of lead quality and adjust strategies
    • Align sales and marketing teams for better lead handoff
    • Use third-party data providers to enrich lead information

  • ⛳️ Strategy 3: Implement effective outreach strategies

    • Create personalised email templates for demo invitations
    • Use multi-channel outreach (email, phone, social media)
    • Develop a follow-up schedule to touch base with leads consistently
    • Explore new communication tools like video messaging
    • Segment leads based on industry or role for targeted messaging
    • Set up automated sequence workflows for lead nurturing
    • Monitor outreach metrics to identify successful tactics
    • Incorporate value-based messaging in all communications
    • Train SDRs on crafting compelling subject lines and openers
    • Avoid overly sales-focused language and focus on solving problems
sdr-traininglead-qualificationsales-development-representativesales-managersales-teammarketing-team
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Strategies and tactics for increasing sales revenue

  • ⛳️ Strategy 1: Enhance customer engagement

    • Implement a customer loyalty programme to encourage repeat purchases
    • Utilise social media platforms to engage with customers and promote products
    • Conduct regular customer feedback surveys to identify areas for improvement
    • Organise interactive webinars to showcase product benefits and features
    • Develop a content marketing strategy that addresses customer pain points
    • Offer special promotions or discounts to loyal customers
    • Optimise email marketing campaigns with personalised content
    • Increase visibility of customer testimonials through multiple channels
    • Respond promptly to customer inquiries and provide excellent support
    • Create a community forum for customers to share experiences and tips

  • ⛳️ Strategy 2: Expand product offerings

    • Conduct market research to identify potential product lines
    • Analyse customer purchase data to discern unmet needs
    • Collaborate with suppliers to introduce new product variations
    • Use pilot programmes to test new products in select markets
    • Seek customer feedback on potential new offerings before full launch
    • Monitor competitor offerings and fill gaps in product lineup
    • Develop partnerships to co-brand or create joint offerings
    • Roll out limited edition products to create urgency
    • Increase R&D focus to innovate and develop unique products
    • Expand digital features or services that complement existing products

  • ⛳️ Strategy 3: Optimise sales channels

    • Evaluate the effectiveness of current sales channels and identify improvements
    • Train sales staff on upselling and cross-selling techniques
    • Increase investment in online advertising to drive eCommerce revenue
    • Optimise SEO strategies to improve organic traffic to online stores
    • Implement a customer referral programme to encourage organic growth
    • Utilise data analytics to refine target audience segments
    • Expand international sales channels to tap into new markets
    • Assess and improve the user experience for online sales platforms
    • Host virtual events to showcase products and boost online engagement
    • Streamline logistics and fulfillment for faster delivery and satisfaction
customer-engagementproduct-expansionsales-managermarketing-strategistsales-teamresearch-and-development-team
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Strategies and tactics for growing sales for GLOEW e-commerce clothing store

  • ⛳️ Strategy 1: Optimise advertising budget

    • Allocate 60% of the daily advertising budget to top-performing ad channels
    • Utilise retargeting ads to convert window shoppers into buyers
    • Test different ad creatives weekly to identify what resonates most with the audience
    • Focus on high-conversion keywords in search engine marketing
    • Leverage social media platforms where target customers are most active
    • Run limited-time discount ads to create urgency
    • Use A/B testing for ad copy and visuals to improve click-through rates
    • Track ad performance daily to adjust spend for maximum returns
    • Collaborate with micro-influencers for authentic product endorsements
    • Analyse competitor ads to identify opportunities and gaps

  • ⛳️ Strategy 2: Enhance product offerings

    • Introduce a limited edition designer collection to create excitement
    • Bundle popular items with complementary products for value offers
    • Obtain customer feedback for favourite designs and iteratively improve product lines
    • Expand T-shirt collections with unique designs targeting summer months
    • Offer customisation options for a personalised shopping experience
    • Ensure high-quality imagery and descriptions on product pages
    • Highlight best sellers and trending items on the home page
    • Use analytics to identify top performers and underperformers
    • Seasonally update collections to maintain relevance and interest
    • Utilise customer reviews and ratings to build trust and credibility

  • ⛳️ Strategy 3: Leverage customer engagement

    • Build an email list for newsletters and exclusive offers to foster loyalty
    • Initiate a referral program to incentivise existing customers to bring in new ones
    • Host giveaways or contests on social media to increase brand visibility
    • Create engaging content on social media to maintain regular interaction
    • Implement a live chat feature for immediate customer support and queries
    • Develop a loyalty program to reward repeat purchases
    • Encourage satisfied customers to leave positive reviews on the website
    • Share user-generated content to showcase real-life usage and satisfaction
    • Use surveys to understand customer preferences and improve offerings
    • Regularly update an FAQ section to address common queries and minimise barriers to purchase
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How to track your Sales strategies and tactics

Having a plan is one thing, sticking to it is another.

Setting good strategies is only the first challenge. The hard part is to avoid distractions and make sure that you commit to the plan. A simple weekly ritual will greatly increase the chances of success.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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