Once the process is completed, no one revisits the plan, and typically, there is a non-existent or poor plan of inspection to make sure the key elements of the plan are being executed (assuming there is a strategic plan to support the numbers). There is rarely a discussion about what happens if the plan isn't being executed or there is failure to hit certain benchmarks throughout the year that indicate success in hitting the goals. Also, the goals may be set, but they are negotiable, and usually, nothing happens when the producer is failing to do what needs to be done to hit the goal.

The worst part of most strategic sales planning efforts is that at the end of the year, if producers are between 85% to 100% of their agreed-to goals, they will probably avoid any corrective actions and keep their jobs. This renders the whole idea of establishing goals essentially useless. And the truth—most salespeople really are not motivated by the process... or the goals. Team goals are sometimes eventually met, but only because a few met or exceeded the goals (80/20 rule).

Some may consider this sort of a strategic sales planning rant, but it is really just the truths I have observed over the years. Now let me share with you what I know is the key to this.

Your organization is perfectly designed for the results you are getting today!

Truthfully, our goal here is to prompt you to begin thinking about the results you are getting from your current strategic sales planning process. If you take a look at individual as well as collective results, are you happy with the outcome? Is the outcome as good as it could be if everyone hit their goal? Is everyone hitting the goal? If so (now this may appear to be contradictory), then maybe their goals are too low. If too many people are not hitting their goals, then maybe there is something wrong with either the process or the people. Regardless of the cause—if your team is not a high-performing sales team that consistently outperforms the previous year, then something is wrong!

Here are 10 truths that will help you improve your individual and collective strategic sales planning results:

1. "Motivation is an inside-out job" (Mark Victor Hansen)
2. Your salespeople, unless they own shares, don't care about reaching goals that help drive shareholder value.
3. Your salespeople have individual dreams, aspirations, and financial requirements that they do care about and want to achieve.
4. If you have the right people, their own drive for success will always exceed any goal/quest you present to them.
5. People want to have extraordinary lives—but they need the chance to define what extraordinary is!
6. People have to know what it means to be successful, and they need to know, in advance, what it means to fail.
7. If you raise the bar, the right people will work to clear the bar.
8. If you give people minimum standards for performance, 80% of the time they will perform to the minimum standard rather than to the goal.
9. If you take the time to have personal goal discussions with your people, then take the time to:
   
   1. Have supporting activity discussions
   2. Schedule time to revisit the plans—regularly
   3. Find out to what level they will manage themselves
   4. Get permission to coach them the moment you see they are failing
   5. Set the bar for extraordinary and clearly discuss that anything short of the agreed-to objective is failing
   6. Discuss the disciplined approach you will take to help them succeed
10. Catch them early. At least 80% of your salespeople, maybe even all of them, at some time in the year, will begin to fail in executing the plan. Catch them early, address it, agree to a plan of action, and then take action.

It is early in the year, and now is the best time to make sure that your strategic sales planning is based on a strong foundation of truth. Let us know how we can help.

Sales Prospecting Tips

“Success is the sum of small efforts, repeated day in and day out.” – Robert Collier

1. Respond promptly: 63% of buyers expect a response to their inquiry the same day. (Training Industry)
2. Make the calls: Pick up the phone and call someone. Do it again and again, every day.
3. Leverage reviews: Ask for testimonials and introductions from top clients. According to Training Industry, 69% of small businesses rely on reviews first to select potential providers.
4. Stay committed: It takes 14 attempts to reach a contact, but most salespeople give up after 3-4 attempts. If you are simply more committed than the salesperson sitting next to you, you will see greater success.
5. Love the word ‘no’: Qualify prospects early to avoid wasted time.
6. Use tools: Scorecards can save time by identifying high-quality leads. Download our free Prospect Scorecard here.
7. Determine the decision-makers: Present only to those with the authority to say yes or no.
8. Qualify priorities: Always close the initial call with this question – “Is your problem just a problem, or is it a priority?” That will help you better qualify prospects.
9. Bridge the generation gap: Tailor your approach based on generational preferences—boomers value connection, Gen X appreciates efficiency, millennials expect transparency, and Gen Z thrives on authenticity and digital tools.

Sales Planning Tips

“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry

10. Create a work plan: Put your 2025 work plan (not business plan) in writing, sign and date it, make a copy for you and your manager, review it during each and every coaching session. We have a sales work plan template you can download, here.
11. Be consistent: Commit to measurable weekly activities for business growth.
12. Guard your time: Treat appointments with yourself as sacred.
13. Follow the process: Avoid rushing to close; qualify leads and understand their needs.

Selling Tips

“The best way to predict the future is to create it.” – Peter Drucker

14. Be personal: Use technology, but don’t rely on automation.
15. Hold your value: Don’t sell off of price or discount. If you are selling a quality product, believe in the quality and don’t waver. Not every prospect is going to be a fit for your business and that’s okay. Go find more that do and don’t settle.
16. Focus on helping: Stop worrying about selling somebody something and start worrying about helping somebody. Simply have a goal of making somebody smarter for having met with you.  Try to find some way to help them.
17. Create urgency: Salespeople should have a reasonable sense of urgency around selling. Managers should create a reasonable sense of urgency with your salespeople/teams.
18. Consider these 3 non-offensive closing questions: Do you believe I fully understand the business challenges you have shared? Based on what I have shared with you, do you believe I can help you with these problems? Would you like my help?

Sales Mindset Tips

“Whether you think you can or think you can’t, you’re right.” – Henry Ford

19. Pursue with purpose: Remember – your ability to pursue greatly exceeds the prospect’s ability to ignore.
20. Value time: There is no such thing as time management; time manages itself very well. Everyone gets 1,440 minutes each day no matter how great or how poor a time manager we are. Use it wisely.
21. Find your fuel: Discover your motivation and let it drive you.
22. Stay the course: If you aren’t willing to do whatever it takes to be successful, then you have what we call “conditional commitment.” Great salespeople are committed to doing what is required to be successful—even when the going gets tough.
23. Celebrate wins, and learn from every loss.
24. Be curious: Talk to your prospect like you are talking to your best friend or a family member. Have a conversation- ask questions, be inquisitive. Don’t let the pressure of selling something distract you.
25. Support your team: Encourage and support each other each and every single day.

Go write that first chapter of 2025 and make it an extraordinary year!

Author:
The Team at Anthony Cole Training Group

Perception

Over the last 30 years, I’ve observed that salespeople tend to categorize all sales calls based on their products or services:

• Lenders often start sales calls by discussing whether the client needs a loan or how they can access capital.
• Employee benefits consultants focus on improving coverage and pricing.
• Property and casualty agents zero in on risk vulnerabilities, assessments, and price.
• Investment advisors prioritize discussions about maximizing returns, minimizing taxes, or reducing financial risk.

These approaches stem from our perception of what the client wants or needs. This perception typically arises from two factors:

1. Years of experience in the business.
2. The prospect's initial words during the setup of the meeting.

However, this perception can be flawed for two reasons:

1. Years of experience don’t reflect the current reality.
   Golf provides a great analogy. Every round is different—weather, fairway conditions, green rolls, and pin placements constantly change. Similarly, sales situations are dynamic, and relying solely on past experiences can lead to missteps.
2. What the prospect tells you initially is rarely the whole truth.
   It’s not that they’re lying, but they often describe symptoms rather than the root problem. Or they may present a problem that’s a byproduct of a larger issue.

To overcome these limitations, we must broaden our thinking and question our initial perceptions. By doing so, we can better identify the actual problems we need to solve.

Consistency

Top-performing salespeople demonstrate the importance of consistency. Research shows that 80% of the top 25% of salespeople follow a consistent sales process. What does this entail?

• Milestone-centric processes: Their approach is systematic, ensuring each step leads to a decision. This eliminates indecision and delays.
• Documentation: They record what happens at each step to track progress and identify gaps.
• Data analysis: They evaluate data to pinpoint choke points that hinder faster, higher-margin sales.
• Modeling success: They use data to replicate success consistently.

This mirrors the habits of a good golfer. Great golfers approach each shot systematically: they position their hands consistently, align correctly for putts, and maintain focus. Their methodical approach leads to lower scores and better performance compared to inconsistent players like me.

Commitment Matters

I’d love to improve my golf game, but I know it takes a deeper commitment than what I’m currently giving. Similarly, if you’re looking to improve your approach to selling—selling more, faster, and at better margins—it might be worth reflecting on how your level of commitment aligns with your goals.

Read & Share our Top 25 Sales Tips of 2025

Top Sales Management Content of 2024: 

From Tony's Blog

Gain leadership insights and strategies for driving sales team success with these management-focused articles.

1. Leading a Sales Team: 10 Keys to Success (Part 1)
2. 7 Steps to Improve Your Outbound Sales Strategy
3. Leading a Sales Team: 10 Keys to Success (Part 2)
4. Using Sales Enablement Tools and Technology to Add Value to Relationships
5. Sales Prospecting Tactics

Top Sales Training Content of 2024: 

From our Sales Brew

Share these links with your team to help them enhance their sales skills with expert tips and actionable strategies from top-performing salespeople.

1. 24 Sales Tips for 2024 – From Our Sales Experts
2. The Most Common Sales Objections | Part 1
3. 5 Habits of the Best Salespeople
4. 5 Tips for Asking Your Prospect Better Questions
5. The Importance of a Quarterly Review

Top Sales Videos of 2024:

Watch these engaging videos from our sales experts to learn practical sales techniques that close deals and build relationships. Subtitles included!

1. The Most Common Sales Objections | Part 1
2. Conversations to Avoid on the Initial Sales Call
3. The Most Common Sales Objections | Part 2
4. Referral-Based Selling: How to Ask
5. The Art of Closing a Sale

Top Free Resources of 2024:

We work hard to provide a large amount free resources for sales execs and salespeople. See our most popular resources of 2024 below! 

1. eBook: Better than the Best Prospecting Book Ever Written
2. eBook: Achieve Sales Team Excellence
3. Recorded Webinar: Cultivate Profitable Customers using Sales Technology
4. Weekly Email Subscription: Sales Brew
5. Worksheet: Personal & Business Work Plan

Thank you for being a part of our community in 2024. We’re excited to continue providing quality sales training and management content to help you grow your business in 2025. Here's to another year of growth and success!

• The stage of the opportunities in the sales process
• Next steps to move the opportunities through the pipeline
• Likelihood of winning the business based
• Future sales revenue of all the opportunities in the pipeline

There are typically three challenges associated with the use of CRMs and pipeline management:

1. Validity – The true accuracy (validity) of the predictive nature of the CRM depends on ensuring that a milestone-centric sales process has been mapped and integrated into the CRM being used.

2. Credibility – Even if the right sales process is mapped and documented, there is still the element of GIGO—Garbage In, Garbage Out. If the sales team is entering opportunities into the pipeline just to appease management, without ensuring that the opportunities meet the criteria for each step in the sales process, companies will still face predictive problems with their pipeline. Furthermore, sales team engagement with using the CRM can often be a struggle.

3. Lack of helpful business intelligence – Entering data and obtaining raw numbers is one thing, but building the CRM for reporting that informs sales leaders on how salespeople are performing against their Sales Success Formula is another. Without comparative data, managers are merely monitoring activity without identifying whether there are problems in the process.

What a company should seek for sales process improvements are sales stage critical numbers and ratios, enabling sales managers to clearly and more accurately identify choke points in the sales process for each individual. Additionally, the data can and should inform managers and the organization if training and coaching are required to improve the sales team's effectiveness and results.

To make substantial sales process improvements, every company must invest in sales enablement tools, systems, and technology. However, data alone will not drive improvement. Solving these issues requires the following five steps:

1. Build a milestone-centric sales process that is part of the CRM and adhered to by the organization.

2. Create Sales Success Formulas for each salesperson based on their historical performance and agreed-upon sales goals. These formulas identify all the steps of the stage-based sales process and the sales team’s success in converting from one step to the next.

3. Monitor and update sales effort and execution data so that coaches can "catch issues early" for lead preservation and sales process improvements.

4. Use the data to develop intentional coaching strategies that help salespeople address specific challenges in either effort or execution.

5. Utilize metrics to measure success individually and collectively:

   • Percentage of salespeople hitting effort targets (outreach)
   • Percentage of salespeople improving conversion ratios at each step of the sales process
   • Average sale increases
   • Shifting the 80/20 rule to a 70/30 or 60/40 distribution
   • Improved validity and credibility of pipeline predictions
   • CRM adoption rates approaching or reaching 100%

Further validation: 87% of elite salespeople (the top 7%) follow a consistent and effective sales process, compared to only 20% of weak salespeople. To implement sales process improvements, start with these five steps.