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On-Demand Demo

End-to-end Sales and Territory & Quota Planning with Anaplan

Leverage the power of the Anaplan platform's Connected Planning capabilities to accurately define sales territories and set quotas so your sales reps can focus on the right customers and maximize revenue for your business.  

Solution Features

  • Our solution consolidates all account data into a single platform, giving your team a unified view of your customer base. By incorporating machine learning and third-party datasets, we enhance account scoring to identify your highest-value opportunities and strategically align them with the right sales territories. 
  • Gain complete visibility into headcount needs by centralizing sales capacity planning in one system. With dynamic scenario modeling, you can assess the cost and revenue impact of headcount changes and allocate resources more effectively to reduce gaps and improve performance. 
  • Easily visualize and manage territory performance and account assignments through a real-time interface. Our platform automates the detection of over- and under-assigned territories, ensuring every sales rep has a balanced workload and clear ownership of high-potential accounts. 
  • Monitor territory changes in real time with built-in reports that highlight disruptions before they impact performance. This analysis gives sales leaders a clear understanding of how reallocating accounts or redrawing boundaries will affect revenue, team balance, and morale. 
  • Automate top-down and bottom-up quota processes to accelerate plan rollout and align goals across teams. Our platform pulls from multiple data sources and updates in real time, enabling fair, challenging quotas that keep your sales force motivated and on track. 
  • Reps get instant access to a personalized dashboard where they can view assigned accounts, quotas, and performance metrics. With predictive insights built in, they can focus on the highest-value opportunities and drive stronger revenue outcomes. 

Watch the full interview now!