Territory planning and management software

Leverage AI and intent data to optimize market coverage and maximize revenue potential across your territories.

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Remove the guesswork from territory planning and management by using Predictive Insights to carve out the most effective territories and drive more consistent revenue.

Use data-driven insights to design territory plans that maximize coverage, pair the right reps with the right accounts, and drive more revenue. Adjust territory plans with ease to account for fluctuations in headcount, changing commercial goals, or market variability.

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Why Anaplan territory management software?

Ensure complete coverage

Eliminate missed opportunities by removing coverage gaps and fixing overlaps while making sure sellers are assigned to accounts that are well suited to their strengths.

Manage complex territory plans with ease

Build territory structures based on hierarchies (geography, accounts, customers, products and more), account potential, administrative and travel time, salespeople’s selling history, projections on lead to close time, regional trends, and more.

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Set equitable territories

Use multiple inputs to create fair and equitable territories, including historical data, total available market (TAM), and current sales pipeline, as well as predictive insights like intent signals, propensity to buy, and potential spend.

An end-to-end sales planning solution

Integrate your territory planning with account segmentation and scoring, quota planning, and sales capacity planning within Anaplan, and create a holistic view of your go-to-market strategy.

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Advanced “what-if” scenario modeling

Model different territory planning scenarios—such as changing market trends or business objectives—to see how they impact sales. Capitalize on emerging opportunities and anticipate market fluctuations through continuous optimization.

Analyze territories with data visualizations

Create customized dashboards to monitor real-time analytics and reporting in various formats (charts, graphs, maps, and more), so key insights are always at your fingertips. Analyze territory coverage, quota attainment levels, and other sales performance indicators to make better decisions and quickly adjust plans.

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Key challenges and how Anaplan solves them

  • Common Challenges

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    Ineffective territory plans due to the difficulty of keeping data and analysis up to date

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    Complex territory design leads to slow planning cycles and lost sales productivity

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    Territory assignments not aligned with corporate objectives

  • Anaplan Capabilites

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    Manage and optimize territory plans in real-time and seamlessly push changes to both CRM and sales crediting or incentive compensation systems

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    Design and optimize territories rapidly across multiple dimensions, including hierarchy, geography, industry, product, division, named account, and more

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    Easily roll out new territory plans that support changing GTM strategies and corporate goals