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:
