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A map shows sales territories in a city, the number of businesses in each, and efficient travel routes between customers.

Sales Performance Management

Sell more efficiently with sales performance management software built directly into the CRM. Connect customer data to sales planning and execution. Design team structure, align and incentivize sellers, allocate targets, and empower reps to close deals faster with less manual work.

How can teams sell better with sales performance management software?

Set teams up to attain quota faster and boost sales ops efficiency with solutions native to CRM.

Motivate sellers to hit revenue targets faster.

Incentive Compensation Management

Easily build incentive compensation plans in minutes, and optimize for revenue growth. Streamline and automate even the most complex commission workflows. Eliminate manual processes, tedious admin work, and human error to achieve maximum efficiency.

Window shows how payout rules and plans are automatically routed to the appropriate team members.

Quickly create and export intuitive reports and dashboards. Empower reps with immediate visibility into commission trends, performance data, and personalized analytics. Maintain compliance under ASC 606 and IFRS 15 at all times with automated reporting.

The rep statement has customizable dashboards and expandable sections to drill into deals included in commission payouts.

Grow trust across teams with visibility into every commission calculation through commission tracing. Improve alignment and cross-functional collaboration with real-time comments and notifications. Share data across your current tech stack with robust and seamless integrations.

Tracing allows reps to see the step-by-step details of commission logic calculations and built-in collaboration tools making requesting assistance easy.
Window shows how payout rules and plans are automatically routed to the appropriate team members.
The rep statement has customizable dashboards and expandable sections to drill into deals included in commission payouts.
Tracing allows reps to see the step-by-step details of commission logic calculations and built-in collaboration tools making requesting assistance easy.

Intelligently align targets, budget, and headcount.

Sales Planning

Tie each step of a sales plan to key customer data with Sales Planning. Import standard and custom objects and fields directly from the CRM to save hours and reduce errors. Efficiently segment accounts, align teams, and set targets and allocation with customer data as the foundation. Iterate on existing plans and build new plans based on team performance.

Windows show an option to use templates to help plan with territory management and plan with role heirarchy.

Bring CRM Analytics into plan design inside Sales Planning. Gather insights from records with ease and extract value from the entirety of the data. Filter, assess, and segment accounts specific to each team in the hierarchy. Improve targeting with key demographics, attributes, and data such as location, propensity to buy, and past purchase history.

Filtering options are shown for account demographics based of industry, revenue, and number of emplyees.

Automate territory design with equitable resource alignment. Apply segmentation and assign existing accounts to quota owners and overlay teams. Publish assignments to Salesforce when the plan is finished. Establish rules tailored for the business to auto-allocate future customers to the correct teams to maintain plan integrity.

A map shows accounts divided by territories and a window lets you filter the assignments by account.
Windows show an option to use templates to help plan with territory management and plan with role heirarchy.
Filtering options are shown for account demographics based of industry, revenue, and number of emplyees.
A map shows accounts divided by territories and a window lets you filter the assignments by account.

Optimize sales and service territories faster.

Territory Planning

Create map-based territory plans and assess coverage and performance gaps at the organization, seller, and agent level. Respond to current and projected market conditions and improve go-to-market strategies with an overlay of included business and economic data. Summarize customer attributes within or across territories for fast analysis and reporting.

One sales rep comments on the territory map align with another. The map legend shows the number of units in each territory.

Balance territories automatically with an optimization engine built inside Salesforce. Save hundreds of hours in scenario planning and testing. Deliver equitable territories that maximize new and existing business coverage to reduce travel costs, reach quota attainment faster, and boost sales and service teams' satisfaction.

A feature rebalances the territory map by annual revenue.

Ensure plan relevance with easy-to-build alternative coverage scenarios for changing business and market conditions. Notify stakeholders of plan updates and collaborate on specific coverage models right in the app. Deploy updates to alignments straight to Salesforce or export results with just a few clicks.

Drop-down menus create new sales scenarios, so a team can adapt when changes occur, like the number of available reps.
One sales rep comments on the territory map align with another. The map legend shows the number of units in each territory.
A feature rebalances the territory map by annual revenue.
Drop-down menus create new sales scenarios, so a team can adapt when changes occur, like the number of available reps.

Boost field productivity with location intelligence.

Salesforce Maps

Ditch the spreadsheets. Plot CRM and market data on a map-based interface to quickly surface actionable insights and fuel business decisions. View location-based insights alongside key customer information to determine next best actions.

Clients are color-coded by the length of time since they were last visited between 0 and 90 days.

Plan outreach on a map infused with CRM data. Consolidate and inform prospecting plans in relation to physical addresses. Speed up deal progression and focus efforts with quick selection of high-value accounts all in a maps-based view.

A pop-up on a map color codes clients by score. With a click into individual clients, a user sees more detailed information.

Improve field rep productivity by prioritizing the most relevant nearby customers and prospects. Schedule account visits efficiently and effectively with optimized multi-stop routes, and embedded onsite guidance. Adjust schedules on the go to fill in unplanned gaps with nearby customers and prospects. Update CRM in real-time from mobile devices during site visits to capture next steps.

Field Optimization integrates with calendar apps and maps the most efficient travel routes between businesses.
Clients are color-coded by the length of time since they were last visited between 0 and 90 days.
A pop-up on a map color codes clients by score. With a click into individual clients, a user sees more detailed information.
Field Optimization integrates with calendar apps and maps the most efficient travel routes between businesses.

Get the most out of sales performance management software with partner apps and experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Frequently Asked Questions

Sales performance management (SPM) is a process that helps businesses manage and optimize their sales performance by setting goals, measuring progress, and providing feedback to sales teams. It involves a range of activities, including goal setting, data exploration and segmentation, and territory management.

Sales performance management software improves sales performance through goal setting, data exploration and segmentation, territory management, and increased efficiency through automation of sales management tasks. Sales performance management software also drives better decision-making through real-time data and analytics.

Sales performance management software helps businesses automate and streamline their sales management processes with features like goal setting, data exploration and segmentation, and territory management. It provides real-time data and analytics that help businesses make data-driven decisions and optimize their sales strategies.

To choose the right sales performance management software, consider factors such as features, integration with existing sales and CRM systems, user-friendliness, customizability, and security to ensure the software meets your specific needs and goals.