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.
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.
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.
Build, optimize, and deploy team plans.
- 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
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.