Set Up Your Campaigns for Success: 9 Best Practices

Every successful sales campaign begins with thoughtful planning. Start your sales campaigns on the right foot by following these best practices.

1) Plan ahead.
The most successful campaigns are planned out at least 4-6 weeks in advance.

2) Block time for meetings.
We recommend one full business day to schedule meetings or three days with shorter time slots.

3) Identify targets and opportunities.
Aligning on an account list and focusing on a specific demand or market is key. What analytics will you need to do so?

4) Develop a strong call to action.
Will a salesperson selling multiple products understand the benefit to the customer? A strong call to action along with a communication plan, and meeting agendas will boost campaign success.

5) Create an incentive.
Offer incentives that entice the seller to action and encourage customers to respond.

6) Get sales buy-in early.
Block time on the calendars of leadership and participants before launch and encourage leadership to communicate about the program structure to increase buy-in at the account manager level.

7) Set start and end times.
Campaigns are typically more successful when they are quick (activity often declines after two weeks) and include a launch, focused period time, and follow-up.

8) Communicate, communicate, communicate.
Communication is key: on average, messages must be heard seven times before they sink in. Recruit support staff to help.

9) Hold a launch meeting.
Set up a time with the program manager and support team to discuss the campaign and cover the basics, including data alignment, campaign goals, the call to action, and program structure.

Ready to execute? Here is a blueprint to executing effective sales campaigns in 4 easy steps.