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.
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.
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.
Create map-based territory plans and assess coverage and performance gaps at the organisation, 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. Summarise customer attributes within or across territories for fast analysis and reporting.
Balance territories automatically with an optimisation engine built inside Salesforce. Save hundreds of hours in scenario planning and testing. Deliver equitable territories that maximise new and existing business coverage to reduce travel costs, reach quota attainment faster, and boost sales and service teams' satisfaction.
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.
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.
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.
Improve field rep productivity by prioritising the most relevant nearby customers and prospects. Schedule account visits efficiently and effectively with optimised 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.
Sales performance management (SPM) is a process that helps businesses manage and optimise 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 improves sales performance through goal setting, data exploration and segmentation, territory management, and increased efficiency through automation of sales management tasks. Sales performance management 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 optimise 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, customisability, and security to ensure the software meets your specific needs and goals.