Territory & Quota Planning
An intuitive, AI-driven approach to optimize sales territories and quotas for aligned GTM and financial plans.
Executive Summary
Anaplan's Territory & Quota Planning is a core capability within its sales planning solutions, designed to empower sales teams with an intuitive, out-of-the-box, and AI-driven approach. It incorporates built-in best practices and offers seamless CRM integration, enabling organizations to efficiently design, deploy, and adapt more effective sales territories. This application allows businesses to align their Go-to-Market (GTM) strategies with financial plans, ensuring that sales efforts are directly supported by broader business objectives. By leveraging intelligent territory design and quota distribution, sales leaders can optimize resource allocation, enhance sales coverage, and drive overall sales performance.
Use Cases
- Aligning Go-to-Market (GTM) and financial plans for sales strategies
- Designing, deploying, and adapting effective sales territories
- Optimizing quota distribution across sales teams and territories
- Integrating sales planning with CRM systems for data-driven decisions
- Leveraging AI for scenario modeling and territory adjustments
Features
Visibility
- Territory Design Visualization: Visually design and adjust sales territories on a map or hierarchical view to ensure optimal coverage, balance, and alignment with market potential.
- Quota Attainment Tracking: Monitor real-time progress against assigned quotas for individuals, teams, and territories, providing immediate insights into performance.
- Performance Dashboards: Access interactive dashboards to gain comprehensive insights into sales performance, territory effectiveness, and the outcomes of planning initiatives.
Intelligence
- AI-driven Territory Optimization: Leverage AI to automatically suggest optimal territory boundaries and assignments based on historical data, market potential, and sales capacity.
- Predictive Quota Setting: Utilize predictive analytics to set realistic and challenging quotas that align with business goals and sales team capabilities, fostering motivation and achievement.
- Scenario Modeling: Run 'what-if' scenarios to evaluate the potential impact of different territory and quota adjustments before deployment, minimizing risks and optimizing outcomes.
Technical Specifications
- Architecture
- Cloud-native connected planning platform
- Deployment
- SaaS
- API Available
- Yes
Integrations
- CRM systems
Security & Compliance
Certifications: SOC 1 Type 2, SOC 2 Type 2, ISO 27001, ISO 27017, ISO 27018, ISO 27701, GDPR
Encryption: Data encrypted at rest and in transit
Pricing
- Model
- Subscription-based (custom enterprise pricing)
- Starting Price
- Contact sales
- Target Customer
- Mid-Market,Enterprise
- Contract Type
- Annual
- Free Trial
- No
About Anaplan
Anaplan provides cloud-based business planning software for enterprises. The platform enables connected planning across finance, sales, supply chain, and workforce with modeling and scenario planning capabilities.