Sales Planning
Planning season nightmares? Get your targets, budget, and headcount aligned to sell more efficiently with the solution powered by the world’s #1 AI CRM for Sales.
Make sales planning a delight and deliver plans that perform.
Design, optimize, and pivot your business with agile sales plans.
Start the planning process quickly.
Save hours by importing from standard Salesforce objects and fields.
Create your plan from the ground up for full control.
Manage and track in-progress and historical plans.
Configure your plan easily.
Generate hierarchy levels and teams rapidly while maintaining visibility at each level.
Filter, assess, and segment your customers by key demographics, attributes, and data.
Move nimbly between the steps as the plan progresses.
Optimize your plan confidently.
Align the accounts, reps, records, and territories balanced against your business priorities and constraints.
Distribute quota, budget, and other relevant measurements across your sales organization.
Track toward completion within each area of the sales planning process.
Extend the power of Sales Planning with these related products.
Salesforce Maps
Bring location intelligence into your CRM to help reps visualize data and boost field productivity.
Revenue Intelligence
Equip sales with purpose-built analytics and actionable insights so they can close faster.
Sales AI
Guide sellers at every step of the sales cycle with a CRM powered by Einstein-informed intelligence.
Configure, Price, Quote (CPQ)
Speed up sales cycles by giving reps a quick and easy path to accurate quote and contract creation.
Sales Planning Pricing.
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.
Sales Planning
Build, optimize, and deploy team plans.
$
50
User / Month
USD (billed annually)
- Comprehensive Planning
- Data-Driven Segmentation
- Quota and Budget Distribution
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
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 organization.
Todd HannaDirector, Digital Solutions, Michelin
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Sales Planning FAQ.
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 visualization technology is related, but Salesforce Maps is a separate Salesforce solution built for optimizing scheduling and field execution.