Structure the plan off the organisation's operations and results. Automate data entry of both standard and custom Salesforce objects and fields. Free up hours and eliminate data transcription errors during the initial setup of a plan with the direct connection of Sales Planning. Use templates that draw directly from Salesforce Enterprise Territory Management, Role Hierarchy, or Manager Hierarchy.
Design and build plans with the data most relevant to the business. Use the same intuitive sales planning process across custom scenarios, including new companies, divestitures, and mergers.
View in-progress and historical plans in all in one place. Track new plans and modifications to existing plans across the organisation. Maintain a record of edits for change management and audit purposes.
Ensure that segmentation, allocation, and target setting accurately reflect the organisation's sales structure with a responsive hierarchy manager. Make small adjustments to the sales structure or make broader changes across the board efficiently. Add, remove, or modify hierarchy levels both across and within regions.
Explore records and imported third-party data at scale without constraints — backed by the intelligence of Salesforce CRM Analytics. Filter, evaluate, and segment customers easily by key demographics, attributes, and data. Exempt data to further focus the ongoing planning process.
Benefit from a dynamic, interconnected planning process from the hierarchy to segmentation to metrics. Ensure that any changes made in any step are reflected across the plan and give everyone the same comprehensive view. Move between and within process steps with an ever-present navigation menu.
Get rid of slow manual calculations and alignments that can often result in errors. Speed up and improve data selection in the planning process. Balance the accounts, reps, records, and territories against business priorities and constraints with efficiency and automation — all inside Sales Planning.
Set targets to measure and improve the sales team's performance. Distribute and track targets across teams as a reference point for the next planning cycle — including quotas, budgets, pipe, and other relevant measurements.
Maintain alignment across independent teams without impeding progress. Track progress towards completion within each area with visual guides and dynamic check points. Review and get approval for sales plans across stakeholders. Publish plans upon completion or schedule future deployment.
Salesforce helps us automate and simplify the planning process. We anticipate saving thousands of hours, and it’s setting us up to be a more agile organisation.Todd HannaDirector, Digital Solutions, Michelin
Sales planning is the process of defining sales targets and outlining a strategy to achieve them through scenario modeling and resource allocation.
Navigating business shifts and ensuring that sales can operate effectively requires having the most up-to-date information across every channel, for every business process, and throughout the customer lifecycle.
Sales Planning features support for both standard and custom objects. If it is a record that is managed in CRM, it can be planned.
No. Some of the visualisation technology is related, but Salesforce Maps is a separate Salesforce solution built for optimising scheduling and field execution.