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Our client is a software company that provides solutions for businesses to manage data privacy, security, risk, and compliance, helping organizations build trust and ensure responsible data and AI use. As our client evaluated solutions to improve their territory and quota planning, they sought a platform that aligned with their current processes while addressing known gaps and reducing the risk of misaligned quotas or lost sales opportunities. The economic buyer prioritized fit with existing processes, ability to customize, rapid time-to-value, and fair and manageable territory assignments with seamless integration capabilities.
Our client's legacy territory and quota (T&Q) process created significant operational and revenue risks:
Process Inefficiencies:
Business Impact:
The organization needed a solution that would deliver rapid time-to-value with additional reporting and functionality while ensuring fair territory assignments.
Our client decided to partner with Keyrus to deploy the Anaplan Territory & Quota application, leveraging the app as a best-practice framework built on Anaplan's experience delivering T&Q solutions to over 100 customers. The implementation strategy focused on accelerating time-to-value while addressing company-specific requirements.
1. Strategic Demo as Live Scoping Session
2. Transparent Fit-Gap Analysis
3. Custom Reporting Dashboards
4. Best-Practice T&Q Expertise
The solution was deployed in under 10 weeks, ready for GTM planning in early September, ensuring readiness for the next planning cycle.
The implementation of Anaplan's Territory & Quota application delivered comprehensive improvements across planning operations and business outcomes:
Accelerated Implementation & Time-to-Value:
Territory and Quota Management:
Revenue Protection:
Visibility and Intelligent Planning:
Platform Differentiation:



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