Territory management with quotas and targets

Account segmentation plans

Design, model and optimise sales incentive plans

Improve forecast accuracy, with external sources to predict sales outcomes

Build and evaluate multiple scenarios during business disruptions, using real-time data

Segment and categorise prospective customers to prioritise accounts with the highest propensity to buy.

Calculate total available market (TAM) by accounts, segments, industries and geographies.

Align account segmentation to territories to maximise or balance territory value.

Design and model potential territory structures across multiple dimensions (e.g., geography, industry, product, division, named account).

Manage territory changes and account transfers in real-time, with complete auditability and date-effectivity.

Eliminate coverage gaps, overlaps, and lost opportunities while maximising sellers’ strengths by assigning them to appropriate accounts.

Model quota plans by simultaneously driving using top-down and bottom-up methodologies, and identify coverage options for gaps and shortfalls.

Develop and assign or edit targets and quotas by revenue, margin, growth metrics, volume/unit-based, activity, or any other objective (or subjective) unit of measure.

Incorporate revenue plans from Finance, and cascade across territories, segments, product lines and business units.

Model using historical data combined with vital, external intelligence driven by AI such as company growth trends, business partnerships, hiring trends, technographics, buyer intent signals, and buyer propensity insights.

Discover net-new prospect recommendations for accounts not currently in your CRM database, but displaying high propensity to buy your products or services.

Drive intelligent quota allocations by leveraging predictive insights, buying signals, and intent information.

We’re Anaplan experts – partners since 2011 with certified expertise in all eight specialisations, we are Anaplan’s Preferred Delivery Partner for EMEA. We know Anaplan inside out.

Significant project experience – we’ve written many RFPs and business cases across all industries and use cases. We will guide you through the process with our unique checklist.

Extensive experience in operational excellence – we’ve delivered implementations across all industries in finance, supply chain, sales and operational planning teams within some of the world’s largest companies.

Successful delivery – we partner with your team to implement (or expand) Anaplan using a tried and tested agile methodology and ensure that there is skills transfer at every stage.

We deliver results – we implement solutions that are based on industry best practice and align to your overall business strategy and objectives and deliver tangible ROI.

Expert knowledge transfer – as a fully certified Solution Advisory & Delivery partner, we have deep domain expertise, knowledge and best practices.

We focus on your success – we help you reach your growth and operational potential, collaborate, solve challenges, and empower decision-makers to make agile and data-driven decisions.