Streamlining Sales Territory and Quota Planning through Digital Transformation
On-Demand Webinar
In this session, we will explore how Dassault Systèmes, a multibillion-dollar 3D platform company, accelerated territory and quota rollouts by six weeks, boosted revenue, and avoided overpayments in commission costs using a territory and quota planning solution built on Anaplan.
Discover the secrets behind a successful digital transformation of sales performance management solutions and the significant benefits they bring.
Redefining Sales Territories and Quota Planning: A Digital Transformation Journey.
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This session may be especially useful for:
Sales strategy leaders aim to align their sales teams territories and quotas with the go-to-market strategy, ensuring balanced territory coverage and appropriate quotas to drive maximum growth.
Operations leaders that are looking to improve efficiency, accelerate territory and quota alignments and equip their sales team with valuable data insights to make informed decisions.
Finance leaders seek to improve sales forecasts accuracy, and ensure the organization meets its sales targets, and reduce overpayments in commissions.
Professionals with an interest in the 'shift' to Connected Planning driven by the capabilities of modern planning platforms & technology
Speakers
Bohan Liu
SPM Manager
Dan Barnes
GTM Strategy Leader
James Straton
Director of Commercial Strategy
What's the agenda?
Introduction
Overview of how Keyrus and Dassault has collaborated in the transformation of Dassault’s territory and quota planning process from excel to EPM solution for Dassault’s largest operating GEO, achieving tangible ROIs.
Business Challenges
Learn about what the key challenges Dassault Systemes faced and why it was so crucial to find a solution to these problems:
Intensive Manual Data Aggregation
Sales teams spent hours aggregating historical performance data.
Managers Plan in Silos
Managers planned in silos without seeing each other’s territory & quota assignments impacts in real-time
Inappropriate Quotas and Overcompensating
Sales team had limited visibility into the quota differences between direct sellers and overlay product experts.
EPM Transformation Journey
Sharing the example of our Dassault Systemes; a multibillion-dollar 3D software company
Solution and Results
Accelerated plan release by 6 weeks, enabling earlier visualization of sales pipeline.
Successfully balanced quotas, avoided overpayments in commission costs by an estimated $1+ million.
Approximately 850 manual hours saved for sales teams, allowing greater focus on selling activities
What's Next?
There is still much to explore to fully leverage Anaplan's capabilities by enabling a comprehensive sales performance management solution and integrating strategic business planning with sales performance management.
