SALES AND OPERATIONS PLANNING
Why Sales and Operations Planning?
Proper Sales and Operations Planning plays a key role in the vital infrastructure that drives business growth. They ultimately impact the customer experience, yet are frequently overlooked. Having the foundations in place ensures your product is available when and where the customer choices to purchase it.
Sales Operations which includes Planning & Forecasting, is a key example of these often-overlooked elements necessary to run your brand. If not supported, they easily destabilize all aspects of the business
Sales Operations leads to Sales Optimization
Many companies without a Sales Ops team expect the Sales team to pick up many of the areas normally covered by Ops. This is disastrous as the qualities that makes someone a great salesperson typically makes them terrible in Sales Ops.
Why would you waste resources having your sales teams spend time looking at data? It is more cost effective to have them do what they do best ………..sell your product!
A key element of Sales Operations and Planning is data: its collection, validation, and analysis as data is the foundation on which business is built.
Sales Operations is an integral cornerstone of any business, working together with leadership to drive the business.
Savvy business leaders know better than to take steps based on gut feelings alone. Financial projections are a necessity for any company. As a leader of your organization, you need to know how your finances will look in the future.
- Sales analyses and reporting.
- Reporting & analyses of campaign results
- Trend Reporting
- SKU analyses
Re-projecting sales based on variables such as: actual,trend, competitive landscape etc.
Managing sales budgets to ensure P&L goals are achieved.
Managing & reporting actual vs Plan of; T&E, Returns, Freelance, Net Shipments, Retail Sales,
Coordination of data between Sales, Sales Operations and Finance
Collection, Analyses, and Reporting of sales information.
Analyses- Identification & evaluation of Key drivers that Affect P&L.
Management-Establish a process to manage Key Drivers.
