Software for Sales Managers

Create better sales improvement plans with Canopy

Canopy is the first augmented revenue platform (ARP) for sales and sales operations leaders.


One Platform. Every Answer.


Real-time awareness through active data monitoring, notifications, and custom goal tracking.


Streamline your forecasting process while monitoring and measuring variance to drive constant improvement.


Drive productivity and results through individual assessments, improvement tracking, and notes.


Answer key questions around trends, risks, and past performance through snapshot reporting for any period and any subset of data.


How can Canopy help you?

Revenue Leadership
Revenue Leadership
Gain the visibility needed to confidently call your business while keeping your managers focused on what matters most.
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Sales & Revenue Ops
Sales & Revenue Ops
Reduce the manual analysis and focus on the bigger picture. Provide your teams with the answers they need in real-time.
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Enablement & Productivity
Enablement & Productivity
Identify the key opportunities for improvement and measure the ROI of every initiative you roll out.
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Frontline Sales Manager
Frontline Sales Manager
Stop playing from behind and proactively drive every sellers productivity and revenue attainment.
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Sales Improvement Plan

The world of sales can be a challenging one; however, with the right improvements, every company and sales team can boost its numbers. In order to build a good sales improvement plan, it is important to first take a look at the behavior of the sales team. One of the great work performance examples is going to focus on the behavior of the team’s members. For example, a performance improvement plan for behavior might focus on some of the core parts of sales, such as asking questions of the clients, listening to their responses, and acting on them accordingly. A performance improvement plan for sales executive might include focusing on taking responsibility but not the credit. The credit should be delegated to the members of the team who are on the front line. A performance improvement plan for a sales representative should focus on selling to the needs of the customer. Some of the sales manager areas of improvement might include breaking the mission of the team into specific goals. These are only a few of the ways that someone can answer the question, “how can I improve my sales skills” This is a great example action plan to improve sales performance; however, the needs of every company are going to be different. An action plan to improve sales performance needs to focus on the individual company.

For those asking, “what is the purpose of a performance improvement plan,” the focus is to identify actionable areas of improvement through which sales numbers will increase. Of course, a sales improvement plan is only going to work well if the members of the team respond to it in an appropriate manner. Therefore, it is important to think about how to respond to a performance improvement plan. This plan is not being put in place to criticize anyone but is simply there to help people improve. When building a performance improvement plan, it is critical to keep this in mind.

Employee Performance Improvement Plan Template Excel

When someone is looking to build a performance improvement plan, there are some helpful tools out there. One of them comes in the form of performance improvement plan sample letters. A performance improvement plan template PDF is always a great place to start when putting together a performance improvement plan. There are also some more advanced performance improvement plan template UK options out there.

Another option is to use PowerPoint. Microsoft PowerPoint is one of the most powerful presentation tools out there. There are multiple options for a free PowerPoint presentation on sales performance. Some of these templates are even going to include items such as animation that might help to hold the attention of the person receiving the plan. Make sure to use the notes feature at the bottom of the presentation to keep the slides on track as the presentation unfolds. Try to get creative when it comes to MicrosoftPowerPointt. This is a powerful presentation tool that can handle a lot of different tasks. Some of these include a performance improvement plan employee rights. It is critical to make sure that everyone knows that they have options when it comes to their work.

Finally, Microsoft Excel is also a great option when it comes to building an employee improvement plan. Consider using a smartsheet performance improvement plan that breaks up the cells of the sheet into separate boxes. Then, use each box to focus on a certain area that needs to improve. This might include behavior, responsiveness, creativity, and listening skills. Be sure to highlight what the employee is doing well. It is important to mix in some positive feedback to keep the mood light. Some people might get a little bit nervous when they are going through the performance improvement plan process. Ultimately, the goal is to improve sales numbers. Microsoft Excel is a tool that can make this happen. When it comes to building a performance improvement plan, be sure to use every tool that is available.

Strategic Sales Plan Examples

Next, it is important to think about how to build a strategic sales plan. A strategic sales plan is going to give an overview of how the company is going to accomplish its goals. First, the metrics should be clearly defined. This is the first step of how do you write an action plan to increase sales. Sometimes, it is helpful to break it up into a weekly sales plan so that everyone knows what the goal is each week. When it comes to a sales action plan example, there are a few other components that are going to be included. A sales plan sample should be a portfolio of processes that are going to help the company hit its metrics. This sales target plan might include where the sales teams are going, where the leads are located, and how much contact each team has had with its leads so far.

A sales business plan template word should also include the various technological features that are available. For example, is the sales team going to use a drip plan? Is there automation in place to help make this plan happen? Automation is a powerful tool in the world of sales today. This might be included in a sales action plan presentation such as a sales effectiveness PPT. 

An action plan for the sales manager should also give an overview of the various resources at the company’s disposal. This is going to be an important part of any action plan to achieve sales target PPT. Some of the resources that might be at the sales team’s disposal may include additional networking contacts, new products and devices, and even sales or promotions that might be going on at any given time. Be sure to include everything relevant in the strategic sales plan. The sales leadership must assess the needs of their sales teams in order to achieve the goals that have been defined.

How to Increase Sales Volume

It is also important to think about how the sales volume is going to be increased. For those who might not know, increase sales volume meaning includes not only selling to more people but also selling more items to increase revenue. The definition is the number of products or services sold during a given time period. One of the ways to increase sales volume is to increase productivity. This is going to be a critical part of any plan addressing how to improve sales performance. Increasing productivity might be as simple as trying to hire new people. It might also include cutting down on travel time. During a how to improve sales performance PPT, it is important to take a look at areas of wasted time that could be eliminated. If time is being spent wisely, this is one of the unique ways to increase sales. In addition, for those wondering how to improve sales productivity, don’t forget to go back to loyal customers and try to upsell them on new items. This is one of the top 5 ways to increase sales volume.

Another part of any how to increase sales volume PDF is going to include sales performance as well. One of the unique ways to increase sales is to think about free giveaways. Everyone likes free stuff. Therefore, consider throwing in a free trial of another product or service, offering in-person customer or client support, and even specials that might be of use to the customer. This is one popular strategy to increase sales PPT.

It is important to think about strategies to increase sales revenue because this is going to grow the company’s customer base. It is important to not only acquire new customers but also retain them. This is one of the most often overlooked methods of how to increase sales of a product. Be sure to consider all of these factors when going through any how to increase sales volume PPT.

Sales Presentation PPT

A sales plan presentation can be used to improve sales skills. Any lesson that focuses on improving sales productivity PPT should focus on a few important points. First, it should give an overview of how to practice sales skills. The most basic form of practice is going through key lines and phrases in the mirror. These phrases should be focused on the needs of the client and how the company’s product or service can meet them. Then, the person might want to progress to trying these sales skills on family members and friends.

Another crucial part of any plant that focuses on how to improve sales skills PDF should focus on virtual communication as well. Many leads are warmed using emails, text messages, and more. Teach sales team members how to send more precise emails. They need to be personalized to the needs of the customer in order to be successful. It is also a good idea to train sales representatives to batch the time they spend sending emails to make them more productive.

Phone calls are another critical aspect when it comes to any presentation that focuses on improving sales skills. Phone calls need to be treated like face to face meetings. They need to be valued, focused, and efficient. This is going to help sales team members get the most out of their phone calls.

Remember to remind the sales team members that selling is hard work. Don’t be afraid to spend some time prospecting; however, they need to have faith in themselves. With hard work, dedication, and practice, they will be able to improve their sales skills and become valued members of the team.

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