But keep in mind this one very important idea – your sales goal plan has to be tied to YOUR personal goals. It must be a number or objective driven by your needs and not the needs of the company. For example, maybe you want to pay off your credit card debt, a significant portion of the mortgage on that new house you bought, or pay for an upcoming vacation in full. When your work plan is directly tied to one of your personal motivators and objectives, you are much more likely to see the success you want.

Get started by downloading our Personal & Business Workplan template!

The Manager’s Role in Sales Goal Planning

When asked, most sales managers say that one of their greatest challenges is their ability to motivate their salespeople. If a sales manager can figure out what makes their team “tick,” they can better help them hit their goal numbers. Motivation seems like hard work because salespeople often value different things. There are, however, several steps a sales manager can take to establish a motivating environment.

The first step is to recognize that motivation is an “inside-out job.” When the topic of motivation is discussed, we typically think about incentive compensation, sales contests, and recognition programs. All of these certainly encourage your sales teams to focus on generating new business because these are rewards. However, you will gain true engagement and enthusiasm if you create an everyday environment that encourages each individual to identify and visualize their own internal motivation.

Do you remember Maslow’s Hierarchy of Needs pyramid? The bottom two tiers, Physiological and Safety, are the most basic needs of every individual. This same concept holds true for new salespeople. Hopefully, they will make their way up to self-actualization at some point, but they must first have income for food, shelter, safety, etc. Only once they realize they have attained all of these basic necessities and have established a cushion, can they turn attention to the higher tiers of Self-Actualization and the bigger dreams and goals to which they might aspire.

To put it another way, salespeople do not care about corporate shareholder value unless they are shareholders themselves. What they care about is food, shelter, clothing, recognition, paying for a college education or a wedding, buying a vacation home, etc. These are personal desires and make up the vast majority of things that are important to people. So, the solution is to create an environment where this internal motivation can take place. Refer to The Dream Manager by Michael Kelly for more insights.

This means that it is up to you to help your salespeople identify what is important to them. Make the effort to set up time off-site that is dedicated to planning and spend time developing each individual’s dreams and sales goal plan. This is time that you and they will spend ON your business instead of in it. Take a day or two that will help you and your team take a giant step forward to plan for the future.

Create a process where people can establish personal goals because this is where true motivation, passion, and desire are born. Hence, it is from this process that each salesperson’s business plan must evolve.

Create an environment where people get a chance to unplug, sit down, and outline their goals and dreams; a time when both of you can establish timeframes and attach financial values to these items. Once you have attached financial values, you will know what level of prospecting and selling activity is necessary for each salesperson.

Reward yourself and your people when they have a success. As your people go through this process and identify their sales goal plan; as you sit down, and establish your own personal goals, be sure to specify how you will reward yourself and your people as each of you achieve these goals. Make sure that you take time to find and celebrate the joy of this wonderful world of selling and helping customers make sound decisions, as that might just be the most rewarding goal of all.

Don’t wait to get started—download our Personal & Business Workplan template!

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!

As business leaders, we have to accept some of this as the reality of the time of year. Certainly, we don’t want to come off as the Grinch who stole the spirit of the holidays. But does it make sense to put certain sales prospecting tactics in place and inspect them so that you can celebrate both the magic of the season and a robust start to 2025?

Here is a list of sales prospecting tactics that you can find in our eBook, Better Than the Best Prospecting Book Ever. This eBook includes 14 articles written by the Sales Experts at Anthony Cole Training Group to help you and your team stay on track this holiday season:

1. Why Prospects Do the Things They Do: Understanding the Customer Buying Motives
2. Prospects Do the Darndest Things: Handling Stalls, Objections, Questions, and Embellishments of the Truth
3. Do You Speak Prospect? The Importance of Question-Based Selling
4. Gone Fishin': Sales Prospecting Plan
5. The 4 Keys to Great Introductions
6. Identifying Your Ideal Prospect Persona | Selling to Zebras
7. The 3 Things Keeping You From Connecting With Your Prospects
8. 5 Tips for Asking Your Prospect Better Questions
9. The 8-Step Compelling Prospect Phone Call
10. Develop Your Sales Pipeline to Increase Sales
11. Leaving Great Voicemails: The Key to Outbound Lead Generation
12. The 7 Habits of Successful Salespeople
13. Relationship Selling is the Key to Your Sales Challenges
14. 4 Rules to Help Salespeople Maximize Initial Prospect Meetings

Download the eBook Better Than the Best Prospecting Book Ever and share it with your team. We wish you the happiest of holidays and the start of a great 2025! Let us know how we can help.

Think about your own salespeople. There are many reasons they fail to close business. Too often, they fail simply because they don’t muster the courage required at the beginning of the sales process. When they are prospecting, they are not prepared to ask the right questions, and they aren’t ready when their prospect asks them unexpected questions.

Closing should refer to the whole sales process, not just the end. Closing is about asking questions versus pushing a client in a certain direction. “The sale should close itself” – the process should be natural, not forced. If you’re a good negotiator and influencer, the close should happen on its own. According to Objective Management Group, the pioneer and leader in the sales evaluation arena, there are 13 specific skills that lead to success. In essence, closing is not about expert closing techniques; it is about having excellent qualifying skills.

Let’s focus on the top two attributes that are essential for closing:

1. Gets prospect to agree to make a decision: In your sales process, do your salespeople even ask the prospect if they are willing and able to make the decision? It is not uncommon for salespeople to deliver a proposal or a quote only to find that their “person” is not the ultimate decision-maker. Is that because they did not ask about the decision-making process? Or did they fail, in general, to communicate that they would deliver the proposal with the agreement that a decision would be made, Yes or No? Or did they even fail to clarify if the problems uncovered were compelling or costly enough to make a decision now or soon?

2. Not Likely to take “Think it Overs”: We call these TIOs, and they are the death of most unclosed deals. They can come in the form of “I really like your proposal and will get back to you,” or “Let me think about it and talk to the team.” These are all understandable responses, right? Not if you have utilized this expert closing technique: “When I deliver the proposal that addresses all of the issues you have shared, within the budget we discussed, I ask one thing – and that is for you to make a decision, yes or no. I would prefer to hear yes, but no is okay.” Think about your own pipeline and deals lost. How many of them are attributable to the dreaded “Think it overs”? When faced with this response, skilled salespeople know how to go back to the pain and the cost of not fixing the problem. They are able to remind the prospect of the urgency they shared, why it is a priority, and balance that with the right amount of patience.

Closing is not about the close. It is about understanding and helping the client solve their problems and take advantage of opportunities, acting in the role of a valued business partner.

by Alex Cole-Murphy with contributions from Objective Management Group and distributors

• 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.