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We built Salesforce Sales Planning into CRM as part of our Sales Performance Management suite to help you create plans that seamlessly come together and establish a strong go-to-market foundation — with less manual effort and fewer headaches.

To top it off, we’ve added three AI-powered upgrades to Sales Planning, designed to give you a competitive edge. With generative segmentation, territory carving formula suggestions, and optimization summaries, it's never been easier to build, manage, and improve your plans.


In this session, you'll learn:

  • Where we've incorporated assistive AI into Sales Planning, with a sneak peek into what's coming next
  • How Sales Planning serves as your single source of truth for building data-driven sales plans
  • What our full Sales Performance Management portfolio delivers for your reps and leaders
  • Why running your sales team on one unified “plans to paycheck” suite is game-changing

Unveiling AI-Powered Sales Planning for Easier Plan Creation

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Featured Speakers

Chandra Patel
Salesforce

Chandra Patel

Senior Director of Product Marketing
Salesforce
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Hank Scurry

Director, SPM Product Team
Salesforce

Products Featured

Sales Performance Management