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5 Ways of Planning Direct Sales Effectively

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Epixel MLM Software
5 Ways of Planning Direct Sales Effectively

Direct sales is a business that involves selling products or services directly to customers. Direct sales planning is the process of preparing for and carrying out business activities to achieve direct sales objectives. An efficient direct sales planner has the ability to not only plan but also prepare the business activities for the distributors. Direct sales planners help direct sellers create strategies for managing and maximizing the potential for productivity in their businesses by setting realistic goals and priorities. Let us understand how direct sales planner software makes the job easy for distributors, in planning and automating their activities.


  • Business goals are analyzed and presented as projects. Projects consist of various tasks the completion of which gives us a successful project. A direct sales planner helps in the creation of projects and managing them individually, or by interlinking multiple projects
  • Projects are broken down into a set of tasks. Direct sales planner software helps in maintaining the efficient workflow of your projects. Also, custom accomplishment levels can be added to each task
  • Each distributor shall be assigned a different role in a task, as a part of achieving the collective goals. Planner software helps you to assign different roles to the distributors
  • The timely completion of tasks shows the efficiency of distributors in doing their role in the business. A direct sales planner helps in assigning time frames for projects and tasks
  • It is important to monitor the efficiency and progress of each and every project and its tasks. With the help of Kanban charts, Gantt charts, etc, the direct sales planner gives you a visual representation of the entire workflow of the project activities


Choose the right software for your direct sales business to plan, assign, and monitor your business activities, and make the lives of your distributors better. Ciao!


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