There’s no coherent trade policy without a structured foundation. What matters is establishing the right elements, making them clear, and making them work together. Here’s what any trade policy worthy of the name must clarify from the outset:
Every brick has its weight. Forget one, and the whole mechanism seizes up.
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Key steps to implementing a successful sales policy
A sales policy isn’t something you think for local businesses on facebook? about in a boardroom. It’s something you test, adjust, and take root in the field. The goal? To ensure your actions are clear, aligned, and drive revenue growth .
Here’s the practical method for laying the right foundations —and making them last.
Analyze the market and carry out a commercial diagnosis
No piloting without visibility. First and only 12.1 percent look at social media first foremost, you need to understand where you’re playing, against whom, and with what strengths . Forget broad, general studies: focus on what matters.
Keep it short and to the point: a SWOT analysis to identify your strengths and weaknesses, a PESTEL analysis for macro impacts. Add your CRM data, listen to feedback from the field, and dig deeper into customer attrition. This is where your real room for maneuver lies.
Define business objectives aligned with the overall strategy
Clear ambitions. Quantified. Your fax lead objectives must reflect the company’s strategy: growth, acquisition, loyalty – according to your real-world context.
To set your goals correctly, use the SMART method :
Concrete examples? “Acquire 50 SME customers in 6 months”, “Reduce churn by 20%”, “Double the average basket on the premium range”…
And above all: back all of this up with KPIs . Otherwise, it remains wishful thinking.
Here’s how to structure a coherent CRM project from A to Z.