Score accounts based on key metrics and business rules while segmenting by region, size, industry, and buying potential. Rank accounts to focus on high-value opportunities and inform territory and account management selections with predictive modeling.
Set up account segmentation criteria with flexibility and review account segment assignments in real-time with customizable rules.
Rule-based segmentation
Leverage machine learning and proprietary data gathering insights to produce predictive scores identifying most important accounts.
Predictive insights
Estimate serviceable obtainable market and remaining wallet share through scenario modeling of OPEX, employee, and revenue methods.
Wallet size modeling
Analyze outcomes of previous planning cycles, identify ideal customer profiles, and eliminate data noise from downstream segmentation.
Trend analysis & ICPs
Estimate wallet size and allocate resources by products using historical sales data to forecast future wallet spend strategies
Analyze business impacts of account movements across segments to inform territory planning and account management selections
Identify ideal customer profiles by analyzing previous planning cycles and eliminating data noise for precise targeting
Collect segmentation feedback from field reps and sales leaders to approve final segments with business context
Scale your territory and quota approvals efficiently with Anaplan planning solutions.
Plan and manage your sales organization efficiently using Anaplan’s integrated platform.
Evaluate your Anaplan models in 3–7 days: Keyrus Health Check pinpoints inefficiencies & improvement steps.
Have questions about our EPM solutions? Our team is ready to help you find the right approach for your business.
