Get Tability: OKRs that don't suck | Learn more →

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
virtual-assistantai-technologiessales-managerai-developersales-teamai-analytics-team
Implement these strategies

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
marketingstrategysales-managermarketing-coordinatorsales-teamadvertising-team
Implement these strategies

Strategies and tactics for building a seller co pilot assistant

  • ⛳️ Strategy 1: Conduct comprehensive research

    • Identify the key challenges faced by salespeople
    • Review existing tools and technologies used in sales
    • Conduct interviews with salespeople to gather insights
    • Survey sales teams to understand their workflow
    • Analyse current market trends in sales technology
    • Compile findings into a detailed research report
    • Identify gaps that the co pilot assistant can fill
    • Evaluate competitor offerings in the market
    • Create a list of desired functionalities based on research
    • Consult with sales experts for additional input

  • ⛳️ Strategy 2: Develop a user-friendly design

    • Gather user interface requirements from sales staff
    • Create wireframes of the co pilot assistant dashboard
    • Design user interface with a focus on simplicity and efficiency
    • Validate design with a small group of salespeople
    • Incorporate feedback into the design iteratively
    • Ensure mobile compatibility for on-the-go accessibility
    • Prioritise intuitive navigation and feature accessibility
    • Test the design for usability with prospective users
    • Make adjustments based on usability test results
    • Finalise design approval with stakeholders

  • ⛳️ Strategy 3: Develop and integrate the technology

    • Select the appropriate technology stack for development
    • Assemble a development team with necessary expertise
    • Begin coding the core functionalities of the assistant
    • Integrate the tool with existing sales platforms and CRMs
    • Test the tool for bugs and performance issues
    • Iterate on the feature set based on test feedback
    • Ensure data security and compliance with industry standards
    • Conduct a beta launch with select users for feedback
    • Roll out training for sales teams on the new tool
    • Gather feedback and make continuous improvements
productivitysalessalespeopledevelopersdesign-teamdevelopment-team
Implement these strategies

Strategies and tactics for implementing a Monthly Marketing Strategy for BYD Sandton

  • ⛳️ Strategy 1: Develop an online presence through digital marketing

    • Create and schedule engaging posts on Facebook, Instagram, and LinkedIn three times a week focusing on brand highlights, customer testimonials, and vehicle features
    • Invest in Google Ads with a budget of $1,000/month targeting keywords like 'electric cars Sandton' and 'new vehicle dealership Sandton'
    • Optimise the dealership's website with SEO-friendly content to improve search engine rankings and include calls-to-action
    • Develop video content showcasing BYD vehicles and customer stories, posting one video every two weeks across social media platforms
    • Launch a monthly email newsletter to subscribers with special offers, dealership news, and upcoming events
    • Conduct a social media contest each month to increase engagement, offering a free service voucher as a prize
    • Work on building a LinkedIn community by sharing industry news and insights twice a week
    • Utilise sponsored posts on Instagram and Facebook to reach a wider audience focusing on Sandton region
    • Host live Q&A sessions on social media once a month to engage directly with the audience and answer questions about electric vehicles
    • Aim to increase social media following by 20% each month and engagement by 25%, tracking progress via analytics tools

  • ⛳️ Strategy 2: Execute offline advertising and build local community connections

    • Run a billboard campaign in strategic locations around Sandton highlighting BYD's eco-friendly vehicles
    • Organise a launch event at the dealership offering car demonstrations and refreshments, inviting local media and influencers
    • Partner with local businesses to set up pop-up displays and information booths in high-traffic areas
    • Distribute flyers and brochures in local malls focusing on the benefits of BYD electric cars
    • Sponsor local events and sports teams to increase brand visibility and network within the community
    • Collaborate with schools and universities for educational sessions regarding the benefits of electric vehicles
    • Establish a referral program offering discounts for clients who refer new customers to the dealership
    • Plan monthly themed events at the dealership to capture different customer interests (e.g., 'Green Future' for Earth Month)
    • Host weekly weekend events at the dealership showcasing different BYD models and offering test drives
    • Track lead generation and aim for at least 50 new leads per month from offline strategies

  • ⛳️ Strategy 3: Create unique campaigns and themed activations

    • Launch a 'Test Drive Challenge' campaign encouraging people to test drive and post their experiences online
    • Develop thematic monthly campaigns such as 'Electric Revolution Month' with special promotions
    • Initiate a 'Win Your First Year of Charging' promotion for buyers during a specified month
    • Produce monthly themed events like 'Tech Talk Weekend' with industry experts discussing electric vehicle trends
    • Design promotions around national events or holidays (e.g., Earth Day, national holidays) connecting them to electric vehicle benefits
    • Utilise virtual reality demos at events to give potential customers a futuristic experience of BYD's technology
    • Create promotional content featuring local influencers using BYD cars, integrated into monthly campaigns
    • Offer special financing deals for themed months, such as a 'Go Green Financing July' special
    • Develop workshops or seminars at the dealership on electric vehicle maintenance and eco-friendly initiatives
    • Measure campaign success by setting goals such as a 30% increase in monthly sales or lead generation targets
digital-marketingcommunity-engagementsocial-media-managerevent-coordinatormarketing-teamsales-team
Implement these strategies

Strategies and tactics for developing Market Strategies for Belayab Motors

  • ⛳️ Strategy 1: Enhance Product Offerings and Market Penetration

    • Expand product line with a focus on electric vehicles to align with global sustainability trends
    • Conduct comprehensive market research to identify new customer segments and unmet needs
    • Increase brand visibility through strategic partnerships with financial institutions for consumer financing
    • Develop a competitive pricing strategy to increase market share against imported used vehicles
    • Launch promotional campaigns highlighting the benefits and features of new electric vehicle models
    • Enhance after-sales services through extended warranties and regular maintenance packages
    • Establish a network of service centres to support product reach and customer convenience
    • Invest in CRM systems to improve customer relationship management and retention strategies
    • Implement training programs for sales staff to enhance product knowledge and customer engagement
    • Utilise digital marketing platforms to reach a broader audience and strengthen online presence

  • ⛳️ Strategy 2: Strengthen Supply Chain and Resource Management

    • Identify and collaborate with strategic local and international suppliers to ensure competitive pricing
    • Enhance logistics and distribution networks to improve product availability across key regions
    • Diversify supplier base to reduce dependency and negotiate better terms
    • Optimise inventory management to reduce waste and improve turnover rates
    • Exploit economies of scale by negotiating bulk purchase agreements with key suppliers
    • Streamline internal processes with ERP systems for effective resource allocation and financial management
    • Implement cost control measures to maximise profitability and support investment in innovation
    • Conduct regular supply chain audits to identify and rectify inefficiencies
    • Work with government agencies to benefit from policy supports and incentives
    • Assess and augment resource capabilities, especially with regards to human capital and technical expertise

  • ⛳️ Strategy 3: Enhance Branding and Customer Engagement

    • Implement a comprehensive branding strategy that highlights quality, affordability, and innovation
    • Strengthen corporate social responsibility initiatives to promote community engagement and brand loyalty
    • Develop and launch a customer feedback system to drive continuous improvement based on client insights
    • Invest in digital marketing efforts, including user-friendly website enhancements and social media campaigns
    • Establish strategic partnerships with educational institutions for brand advocacy and talent acquisition
    • Host informational workshops and webinars to educate potential buyers about electric vehicles
    • Craft strategic PR campaigns to address misconceptions about Chinese brands and enhance public perception
    • Offer loyalty programs and incentives for repeat customers to reinforce brand preference
    • Regularly measure brand awareness and adjust strategies based on consumer sentiment and feedback
    • Collaborate with influencers and industry voices to amplify brand reach and credibility
market-penetrationsupply-chainmarketing-managersupply-chain-analystbranding-teamproduct-development-team
Implement these strategies

Strategies and tactics for growing Sales and Market Penetration for IMZ Corporate's IoT Solutions

  • ⛳️ Strategy 1: Enter the state excise departments market

    • Conduct market intelligence in Maharashtra, Jharkhand, Karnataka, and Kerala
    • Develop hyper-localized solution templates based on collected data
    • Map region-specific pain points to showcase immediate value
    • Create a narrative highlighting technological disruption in liquor supply chain management
    • Develop predictive analytics demonstrating cost savings beyond traditional tracking
    • Design cost-effective pilot programs with minimal client investment
    • Implement a 'Zero-Risk Pilot Program' with performance-linked pricing
    • Create transparent, data-driven ROI calculators
    • Offer flexible implementation models allowing modular scaling
    • Provide complimentary initial security and efficiency audits

  • ⛳️ Strategy 2: Target food corporations for market penetration

    • Identify Jharkhand Food Corporation as strategic entry point
    • Evaluate target based on openness to technological innovation and existing challenges
    • Develop a comprehensive digital security ecosystem extending beyond traditional tracking
    • Design modular solutions adaptable to various organisational complexities
    • Integrate machine learning algorithms for predictive loss prevention
    • Create user-friendly dashboards for real-time insights
    • Establish trust through transparent technological demonstrations
    • Offer phased implementation with clear milestone-based achievements
    • Provide continuous support and commit to technology evolution
    • Establish collaborative feedback mechanisms for improvement

  • ⛳️ Strategy 3: Penetrate the railway sector with innovative IoT solutions

    • Identify critical security and operational pain points in railway logistics
    • Develop comprehensive security solutions exceeding traditional tracking
    • Create a technology sandbox for continuous solution refinement
    • Integrate multiple tracking technologies including GPS, RFID, and AI-powered analytics
    • Develop predictive maintenance and security algorithms
    • Create a unified monitoring platform with intuitive interfaces
    • Ensure AIS 140 compliance with additional innovative features
    • Leverage academic and research partnerships to bolster credibility
    • Obtain necessary certifications and security clearances
    • Demonstrate technological superiority through live pilot programs
market-penetrationiot-solutionsmarket-researchertechnology-analystsales-teamtechnology-innovation-team
Implement these strategies

Strategies and tactics for improving Business Operations and Growth

  • ⛳️ Strategy 1: Streamline software project delivery

    • Evaluate current project timelines to identify inefficiencies
    • Implement project management tools for better task tracking
    • Create SOPs for recurring projects to ensure consistency
    • Utilise ready-made templates to reduce development time
    • Assign a dedicated project manager to oversee timelines
    • Establish a quality assurance process before project delivery
    • Train the team on effective time management techniques
    • Schedule regular check-ins to ensure project alignment
    • Encourage feedback loops to improve future project processes
    • Monitor project ROI to determine the most profitable projects

  • ⛳️ Strategy 2: Enhance marketing service offerings

    • Review current service pricing to remain competitive
    • Develop compelling case studies to showcase successes
    • Strengthen brand identity to improve market perception
    • Expand social media presence with targeted campaigns
    • Diversify marketing services to include emerging trends
    • Leverage client testimonials as part of digital marketing
    • Implement SEO strategies to improve online visibility
    • Offer bundled services to increase client engagement
    • Conduct market research to understand client preferences
    • Establish KPIs to measure marketing campaign performance

  • ⛳️ Strategy 3: Increase sales conversion rates

    • Train the sales team on advanced negotiation techniques
    • Set clear sales targets and track progress weekly
    • Enhance lead generation efforts through targeted advertising
    • Build partnerships with complementary businesses to source leads
    • Create a follow-up system to nurture potential clients
    • Utilise CRM tools to manage and monitor sales pipelines
    • Offer incentives for clients who refer new business
    • Revamp sales presentations to better relay service benefits
    • Host informative webinars to educate prospective clients
    • Analyse closed deals to refine sales pitches and tactics
profitabilityclient-acquisitionproject-managersales-managermarketing-teamsoftware-development-team
Implement these strategies

Strategies and tactics for formulating a marketing strategy addressing macro and sectoral issues

  • ⛳️ Strategy 1: Leverage government budget allocations

    • Focus on government tenders for potential contracts
    • Identify potential buyers within government institutions and regions
    • Establish strong networks and relationships with government representatives
    • Regularly obtain relevant information from government sectors
    • Develop a database of government needs and budget allocations
    • Create targeted marketing materials for government sectors
    • Attend government and regional industry events to build presence
    • Offer customised solutions to fit government infrastructure requirements
    • Implement a dedicated team to liaise with government entities
    • Monitor and adapt to changes in government budget allocations annually

  • ⛳️ Strategy 2: Expand market through infrastructure development projects

    • Identify and engage companies involved in road and urban development
    • Develop partnerships with organisations in transportation, health, and education sectors
    • Provide special offers or packages for infrastructure projects
    • Offer consultancy or advisory services for machinery needs
    • Enhance communication strategies to align with sector needs
    • Improve customer service to support infrastructure projects
    • Organise product demonstrations for stakeholders in reconstruction areas
    • Create tailored sales pitches focusing on affordability for project needs
    • Utilise data analytics to anticipate and respond to sector demands
    • Create a clear after-sales support plan to ensure ongoing satisfaction

  • ⛳️ Strategy 3: Enhance product offerings and service quality in auto sector

    • Set clear sales targets focusing on volume growth and quality assurance
    • Implement customer-centric procedures to improve satisfaction
    • Continuously upgrade vehicle specifications and spare parts quality
    • Invest in IT infrastructure to streamline customer service and operations
    • Regularly review and refine organisational structure for efficiency
    • Enhance availability of electric vehicle options to meet market demand
    • Develop strategic ties with financial institutions for better customer financing options
    • Strengthen brand image by highlighting commitment to e-mobility
    • Prepare for and mitigate competition from imported vehicles
    • Investigate new channels for selling and distributing products to untapped markets
marketingdevelopmentmarketing-managerbusiness-development-specialistsales-teamproduct-development-team
Implement these strategies

Strategies and tactics for monitoring and forecasting sales and KPIs

  • ⛳️ Strategy 1: Set clear and measurable KPIs

    • Identify relevant KPIs such as sales volume, conversion rate, CTR, ACoS, ROAS, average order value, and customer reviews
    • Customise KPIs to fit each marketplace including Amazon and Noon
    • Set realistic targets for each KPI to measure progress and success
    • Ensure KPIs are aligned with overall business goals and objectives
    • Regularly update and review KPIs based on market trends and business changes
    • Communicate KPI expectations clearly to all relevant team members
    • Utilise tools like Amazon Seller Central, Noon analytics, and Google Analytics to track KPIs
    • Create a dashboard in Excel or Google Sheets for real-time KPI tracking
    • Schedule regular reviews to adjust KPIs as needed
    • Involve key stakeholders in KPI review meetings for accountability

  • ⛳️ Strategy 2: Perform regular analyses and adjustments

    • Conduct weekly analyses to identify top-performing products and campaigns
    • Identify products or campaigns that require optimisation or promotional support
    • Analyse listings for products with high clicks but low conversions
    • Investigate pricing, content, and ad targeting for underperforming ads
    • Perform monthly deep dives into marketplace trends and updates
    • Assess customer feedback and reviews for insight on product performance
    • Evaluate competition and market conditions to adjust strategies
    • Adjust marketing strategies based on weekly and monthly findings
    • Create action plans for improvements following each analysis
    • Report findings and adjustments to the team regularly for transparency

  • ⛳️ Strategy 3: Utilise forecasting for proactive planning

    • Compile historical sales data to identify trends and patterns
    • Analyse seasonal sales fluctuations to inform forecasts
    • Consider upcoming campaign schedules in sales projections
    • Account for special events like Saudi National Day in demand forecasting
    • Use forecasting data to plan inventory levels and prevent stock-outs
    • Allocate marketing budgets based on predicted sales forecasts
    • Prepare promotional plans in advance based on demand forecasts
    • Review and update forecasts regularly to ensure accuracy
    • Monitor external factors such as economic changes that affect forecasts
    • Share forecast data with stakeholders for coordinated planning
kpisforecastingmarketing-analystsales-managersales-teamanalytics-team
Implement these strategies

Strategies and tactics for developing a Sales Strategy for 2026

  • ⛳️ Strategy 1: Expand market penetration

    • Identify and target the top 100 ready-to-eat food plants not currently using our products
    • Attend trade shows and food safety seminars to increase brand awareness
    • Develop a targeted email campaign focused on the unique benefits of our chemicals for ready-to-eat food plants
    • Arrange 50 in-person demos with potential clients in Q1 and Q2 and follow up with feedback
    • Utilise client testimonials and case studies in marketing materials
    • Create a referral program with existing clients to expand customer base
    • Partner with food safety consultancy firms to become their recommended supplier
    • Join industry-specific online forums and participate in discussions
    • Engage with LinkedIn industry groups to identify new leads
    • Develop a quarterly newsletter to keep potential clients informed of industry news and product updates

  • ⛳️ Strategy 2: Enhance product offerings and innovation

    • Conduct a competitive analysis to identify gaps in our product range
    • Invest in R&D to innovate and develop new products ensuring compliance with USDA/FDA
    • Engage with existing clients to gather feedback on product improvement needs
    • Create pilot programs for new products and collect measurable results
    • Introduce a subscription model for steady and recurring revenue
    • Offer customisation options for different plant needs or challenges
    • Develop eco-friendly and sustainable product lines to meet industry trends
    • Host monthly webinars showcasing innovations and new products
    • Collaborate with industry experts to validate new products
    • Expand our technical support team to assist clients in product implementation

  • ⛳️ Strategy 3: Strengthen the sales team's capabilities

    • Recruit additional sales specialists with industry experience in Q1
    • Implement a comprehensive training program focusing on product knowledge and sales tactics
    • Set clear, measurable sales targets and implement a performance-based incentive programme
    • Conduct weekly sales team meetings to discuss strategy and share success stories
    • Provide ongoing education on USDA and FDA regulations and compliance
    • Utilise a CRM tool to manage customer relationships and track lead progress
    • Rotate team members through shadowing experiences in various plants
    • Invest in advanced sales tools for data analysis to identify trends and opportunities
    • Develop a mentorship program pairing new hires with experienced sales reps
    • Regularly review and adjust sales territories based on performance data and potential
market-penetrationinnovationsales-specialistresearch-and-development-managermarketing-teamsales-team
Implement these strategies

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:

Table of contents
Copyright © 2024 Tability