Closing the loop on sales planning and forecasting

Closing the loop on sales planning and forecasting with Anaplan + Salesforce

Share this Story

Every sales organization has a plan. And while the process is always the same—set targets, build plans, hire teams to hit those targets, measure, optimize, and repeat—the outcome varies due to disruption. Sales turnover, leadership changes, merger and acquisition, regulatory compliance, and competition are among many culprits that will sabotage even the most ironclad sales plan.

So what is the disconnect for sales planning? Why are results so far off the mark? Relying on plans and forecasts built in spreadsheets is a painful standard to uphold. Getting analytical insights to influence business decisions is tedious and the results aren’t real-time. It’s time to close the loop on the planning process, with an easy to deploy, cloud-based solution that leverages your CRM data.

Our platform solves this problem by turning your salesforce.com environment into a planning and optimization machine that closes the loop on your data and provides real-time operational insights. Finally, you can get more value out of your salesforce.com data with living, bullet-proof sales plans and forecasts built from the collective intelligence of your sales team.

New Anaplan apps deliver complete sales planning and forecasting suite

We recently announced three new sales apps to help complete the sales planning and forecasting suite for Salesforce.com. Solving key sales planning, forecasting, and optimization challenges, these AppExchange applications bring together sales analytics and collaborative planning.

Our customers are already seeing results from these these applications. For example, we work with Hewlett-Packard (HP) to manage its global complexity. With hundreds of thousands of accounts and territories, and 30,000+ people on its sales plan, HP was managing all of its territory and quota planning on spreadsheets. The manual, distributed, spreadsheet-based process caused a lack of visibility into what was actually going on in the field. Sales leaders were left wondering if quotas were fully deployed. Now, with Anaplan’s sales applications integrated into Salesforce data, HP can start the year on-time with bullet-proof sales plans—not four months in.

The new applications we have announced are:

–       Sales Forecasting

–       Configure Price & Quote Optimization

–       Incentive Compensation Optimization

–       Territory & Quota Planning

See how you can get more value out of your data first hand – visit us at Dreamforce

We will be demonstrating these applications during Dreamforce ’14 (October 13-16, 2014) in Moscone North, booth #N2124. Stop by our booth to learn how to close the loop on sales planning and forecasting.

Leave a Reply