Sales & Revenue Planning
Transform your sales operations with advanced planning tools that drive alignment, agility, and accountability. Configure territory and quota models to fit your business, score and segment accounts with intelligence, and execute seamlessly through automated workflows.
It’s everything you need to plan with precision and perform with confidence.
01
Maximize Sales Effectiveness
Optimize your sales engine with smart territories, data-driven quotas, and advanced scoring. Align resources, track performance, and turn insights into revenue.
02
Fit for Your Business
Configure flexible models tailored to your sales structure for integrated account segmentation, territory, and quota solutions.
03
Stay Agile, Stay in Control
Adapt seamlessly to shifting business demands with automated governance and workflow-driven sales strategies.
04
Gain a 360° View of Performance
Achieve full transparency into go-to-market execution with sales, financial and operational insights that empower data-driven strategic decisions.
Territory Planning
Align sales territories with market opportunity and business goals to maximize coverage and revenue potential.
- Identify key market opportunities by visualizing territory coverage with maps and KPIs like historical performance, forecast data, and pipeline.
- Define bespoke models by aligning territories to accounts, geography, products, channels and more.
- Ensure complete territory coverage with configurable validation rules for assignments to direct sellers, overlays, resellers, and managers.
- Maintain accurate revenue attribution and performance tracking by seeing real-time impacts on credit assignments when adjusting payee assignments or making territory re-alignments.
Quota Planning
Set data-driven quotas that drive sales performance while staying flexible to business needs and financial targets.
- Align quotas with sales goals by modeling top-down, bottom-up, or hybrid allocations specific to each sales role.
- Improve performance forecasting by factoring in seasonality and market fluctuations when allocating quotas.
- Adjust quotas dynamically to align with shifting finance targets during the annual operating plan cycle.
- Optimize quota distribution by comparing multiple scenarios side-by-side to evaluate potential differences and validate assumptions.
Account Scoring & Segmentation
Optimize go-to-market efforts by identifying high-value accounts and ensuring balanced, data-driven assignments.
- Focus on high-value accounts by configuring scoring models based on factors like propensity to buy, retention, and growth potential.
- Maximize opportunities with balanced account allocations using rule-based logic to manage quantity, quality, and potential.
- Refine segmentation strategies by comparing multiple models side-by-side to evaluate approaches and test optimization assumptions.
- Leverage system intelligence to deliver optimization recommendations based on tens of thousands of possible considerations, otherwise impractical to perform manually in spreadsheets.
Continuous GTM Execution
Ensure seamless execution of go-to-market plans with automated updates, governance, and real-time alignment.
- Track actuals against your GTM plan to get a real-time view of performance and adjust strategies accordingly.
- Enable responsive execution by making date-effective changes to territories, assignments, and quotas as markets and strategies evolve.
- Align sales plans with compensation by syncing roster updates, credit assignments, and quota changes directly into incentive programs.
- Keep teams informed and drive transparency of GTM changes by automating notifications and governance workflows.