Reach revenue goals faster with sales planning software that optimises plans for customer coverage. Maintain flexibility to adjust to changes fast. Confidently set balanced sales targets, quotas and headcount efficiently — all within Salesforce.
Keep sellers on track with sales plans that are easy to build and optimise.
Structure the plan off the organisation’s operations and results. Automate data entry of both standard and customised Salesforce objects and fields. Free up hours and eliminate data transcription errors during the initial set-up of a plan with the direct connection of Sales Planning.
Design and build plans with the data most relevant to the business. Use the same intuitive sales planning process across customised 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 toward 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.
Start by selecting your Sales Cloud edition. Some editions already include components of Sales Planning right out of the box. For the others, you can easily add Sales Planning at the associated price point.
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Salesforce helps us to 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
Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.
Try Sales Cloud free for 30 days. No credit card, no installations.
Tell us a bit more so the right person can reach out faster.
Get the latest research, industry insights, and product news delivered straight to your inbox.
Sales planning software is a tool that helps businesses set and manage sales targets, allocate resources to ensure reps have adequate sales support and track progress to optimise sales performance.
Sales planning software is crucial for aligning reps’ sales priorities with business objectives, and enhancing overall sales efficiency.
Sales plans are the foundation of a sales strategy and sales planning software not only helps you to cut down on the time and effort of creating a sales plan but also aligns it to your company's goals and positions your sellers for success.
Sales planning software needs will vary by team, but look for these key features: goal-setting, quota-setting, territory mapping, reporting on team and individual performance, and integration with existing systems (esp. the CRM).
Your sales data is essential to building a reliable sales plan. You need to be able to analyse your data to make a sales plan actionable. Finally, you need to be able to easily implement your sales plan for it to make a sales plan real. The best sales planning software needs to deliver on these three core tenets.
Sales planning software can analyse historical deal data and current pipelines to help determine sales forecasts. With the help of real-time data and predictive AI, it can map out likely future sales based on past performance and even create “what if” scenarios to help you model different situations — impact by things like different quota assignments, territory maps, or market changes.
Using historical performance data, sales planning software can help you determine what realistic targets are for your team based on capacity, customer need, and market health. These targets can be set for teams and for individual reps, ensuring both align with overarching business goals.
Generally, yes, sales planning software integrates with other tools — especially CRMs and business intelligence platforms. This integration gives you a more holistic view of all sales data and sales plans, ensuring greater accuracy. However, it's important to check the software you're interested in to be sure it can integrate with your business's toolset.
Sales planning software is not just about aligning to a single company goal, but also about visibility. It offers a centralised platform for setting goals, tracking progress, and communicating trends. This transparency is key to making sure teams are accountable to their goals and everyone is moving towards the same targets.
Sales forecasting improves sales planning by revealing sales trends that allow leaders to set realistic goals and allocate resources for support and enablement that have the biggest impact. It also helps managers and reps prioritise deals that will ensure the business meets sales targets.
Sales planning software improves your sales strategy by increasing forecast accuracy. With accurate and reliable forecasts, leaders can see future trends and adjust their sales approach to ensure reps hit their targets.
Writers drafted these FAQs with the help of AI.
