Sales Roadmap

A sales roadmap is a document that spells out the goals of a sales process and the series of steps and stages that need to be fulfilled to meet them. It serves as a guide for sales teams to follow, detailing the path from identifying potential leads to closing deals and beyond. It is designed to align the sales team’s efforts with the broader objectives of the business, ensuring that every action taken contributes to its long-term goals. 

What’s included in a sales roadmap will naturally vary between different organizations. Still, they will typically include things like critical milestones, targets, strategies for engagement, and the tools and resources needed at various stages of the sales cycle. By segmenting the sales process in this way, a sales roadmap provides a clear vision of what needs to be achieved and how to get there.