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1 strategies and tactics for Salespeople

What is Salespeople 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 Salespeople 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 Salespeople 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.

Salespeople strategy examples

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

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
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Implement these strategies

How to track your Salespeople 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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