Making More Than the Number: Applying a Navigational Approach to Sales Forecasting

Presented by sales operations experts Kevin Josephson, Associate Principal at ZS and Anthony Reynolds, Executive Vice President, Operations at Anaplan, this session explored how to optimize your forecasting process and set the right target every time.
  • Proven, actionable steps to improve your forecasting efficiency as a process—and learn why spreadsheets actually limit your potential
  • Data-driven trends to help you measure and benchmark the effectiveness of your sales investments
  • Forecasting strategies that help you map different paths to meeting your objectives and effectively manage the risks in each deal
  • Confidence in your ability to drive multiple sales investments and encourage the right selling behaviors to hit your numbers
Featured speakers
Kevin R. Josephson

Kevin R. Josephson
Associate Principal
ZS

Kevin leads ZS’s Anaplan practice, focusing on deploying the Anaplan cloud-based modeling platform to help clients improve their sales, marketing, and channel operations. He has a passion for improving processes and leveraging leading technologies as a catalyst for business transformation. Kevin has over 15 years of experience consulting with clients in the high-tech, industrial products, travel and transportation, and life sciences industries to optimize their planning and performance management processes. With any process improvement endeavor – be it opportunity management, sales forecasting, territory, or quota management processes – Kevin focuses on helping his clients create lasting change that allows them to meet and exceed their business objectives.

Kevin graduated with a BS in Economics from Northwestern University. Prior to joining ZS, Kevin worked in a variety of consulting leadership roles in practices dedicated to improving the performance of customer-facing functions.

Anthony Reynolds

Anthony Reynolds
Executive Vice President, Operations
Anaplan

Anthony brings to Anaplan more than 15 years of operational and subject matter expertise. He held multiple executive positions at SAP leading the Enterprise Performance Management, Business Intelligence, and Mobile divisions. Prior to SAP, Anthony worked at Business Objects in multiple executive roles. He holds an MBA from the University of Cambridge and a Bachelor of Commerce and Business Administration from the University of British Columbia.

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