Supercharge your sales strategy with Anaplan’s advanced sales planning capabilities

Seamlessly manage complex sales territories and optimise sales coverage, addressing common challenges in equity and efficiency of sales resource allocation.

Anaplan streamlines and optimises territory assignments, allowing you to maximise sales opportunities and drive growth. So your sellers have confidence that their territories have potential and will yield good results.

Then, optimise sales territories based on historical performance and market potential. Align sales resources to target high-value opportunities effectively.

Gain comprehensive insights into sales performance metrics and KPIs, to track both individual and team performance. Anaplan helps visualise and manage the sales pipeline, tracking the progression of leads from prospecting to close.

Spot bottlenecks and opportunities for improvement, enabling data-driven decisions to enhance sales productivity.

Identify and model potential strategies (e.g. win rates, sales duration, average selling price, conversion rates, discount percentages etc) to optimise sales plans.

The platform provides relevant visibility to all stakeholders while allowing leaders to keep sales teams focused and to adapt when necessary.

Quickly identify issues, adjust strategies, or celebrate successes, and enhance overall agility. Anaplan gives you real-time, comprehensive visibility into sales performance metrics and KPIs.

Use built-in dashboards, reporting, and analytics with data visualisation, or create custom self-service reports to see the specific data your teams will need.

Simplify the complex task of managing sales incentive compensation plans. Anaplan automates incentive calculations, increasing accuracy, reducing administrative burden, and motivating your sales team.

Standardise compensation plans across regions, business units and geographies. Build trust with accurate real-time calculations and transparent payments. Model compensation structures and adjustments to assess potential effects before you roll them out.

Develop targets and quotas by revenue, margin, growth metrics, volume/unit-based, activity or any other objective unit of measure. Incorporate revenue plans from finance and cascade across territories, segments, product lines and business units.

Foster collaboration across sales teams and other stakeholders, including marketing, finance, and supply chain.

Anaplan serves as a centralised hub for seamless data exchange and communication, promoting a unified approach to sales planning. This alignment can result in a more cohesive approach to achieving business goals.

Centralised data will help you weigh sales investments against cashflow trade-offs, or balance sales efforts against demand forecasting.

Anaplan integrates smoothly with existing CRM and even finance systems, reducing the complexity and inefficiencies that can come with managing multiple standalone platforms.

Incorporate third-party data signals for market intelligence into your models for revenue targeting. Don’t just rely on historical data to feed your predictive models, as this will lead to distorted business-as-usual projections.

Seamlessly push territory changes to CRM systems and sales crediting/incentive compensation systems.

Anaplan’s cloud-based platform is designed to scale according to the needs of the business, making it an excellent solution for sales leaders in rapidly growing organisations.

As your sales team grows, Anaplan can handle the increased data volume with ease. Equally, as the business diversifies the product lines or enters new markets, Anaplan can easily accommodate new sales models or strategies.

Effortlessly manage/ramp prorated quotas for new hires, and easily reallocate targets when salespeople terminate, transfer or go on leave.

Anaplan prioritises data protection with robust security measures and data encryption for your company’s most critical planning data that doesn’t get in the way of business.

Anaplan security offerings include self-service SAML (SS SAML) to simplify single sign on (SSO) and central identity management (CIM) to streamline user management, all within a centralised administration console.

Anaplan ensures that end-users can easily access Anaplan while providing security administrators with unified management and control.

With robust data security measures in place, Anaplan helps ensure sensitive sales and customer data are protected, mitigating risks related to data breaches and non-compliance.

Anaplan’s intuitive design facilitates quick adoption amongst sales teams, reducing the time and resources spent on training and allowing teams to focus more on sales activities.

It includes a broad range of built-in dashboards, online reporting, analysis are available to tailor to a variety of unique scenarios including analysing market segments and prospective buyers.

This helps teams improve forecasts, analysis, and decision-making by viewing data across timelines, plots, maps and charts.

As an official accredited Anaplan Partner, we provide expert guidance throughout your sales planning journey. We know Anaplan inside out.

As with any large system, it can do so much more than meets the eye. As an experienced partner, we can educate your team on all the product functionality to optimise your software experience.

Benefit from our significant project experience, best practices, and domain expertise, ensuring a successful implementation and optimisation of Anaplan’s solutions.

We offer a full range of options, so check out our services pages to explore how we can assist you, or book a consultation with one of our planning experts.