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Strategic account segmentation for territory and resource optimization

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.

Solution features

1.

Rule-based segmentation

Set up account segmentation criteria with flexibility and review account segment assignments in real-time with customizable rules.

2.

Predictive insights

Leverage machine learning and proprietary data gathering insights to produce predictive scores identifying most important accounts.

3.

Wallet size modeling

Estimate serviceable obtainable market and remaining wallet share through scenario modeling of OPEX, employee, and revenue methods.

4.

Trend analysis & ICPs

Analyze outcomes of previous planning cycles, identify ideal customer profiles, and eliminate data noise from downstream segmentation.

5.

Workflow approvals

Trigger approval processes for account segmentation overrides with single or bulk submission capabilities and audit trails.

Solutions for the office of the CRO

Go-To-Market Strategy

Estimate wallet size and allocate resources by products using historical sales data to forecast future wallet spend strategies

Territory Optimization

Analyze business impacts of account movements across segments to inform territory planning and account management selections

Profile Targeting

Identify ideal customer profiles by analyzing previous planning cycles and eliminating data noise for precise targeting

Field Collaboration

Collect segmentation feedback from field reps and sales leaders to approve final segments with business context

Why Keyrus?

Resources

Anaplan Health Check

Evaluate your Anaplan models in 3–7 days: Keyrus Health Check pinpoints inefficiencies & improvement steps.

Increase strategic price planning transparency using Anaplan

Improve strategic price planning visibility and decision-making with Anaplan.

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Have questions about our EPM solutions? Our team is ready to help you find the right approach for your business.

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