Planning Models
Achieve Go To Market success with multi-level planning.
Our approach to planning takes advantage of the inherent hierarchy that exists with your Territories, Accounts, and Opportunities. Our planning models reflect these relationships and incorporates your configuration to enable collaborative planning across Sales, Marketing, and Operational teams.
Territory Model
Implement planning that incorporates your Go To Market approaches when it comes to your Sales Territory definitions, and underlying customers and prospects.
Territory Management
Leverage territory definitions, and rules within your approach to planning. As your territories are updated, so can your plans.
Multi-Currency
Territory currency definitions are integrals to your planning process.
Multi-Territory Accounts
Adhering to the Salesforce data model, your planning process allows for an account to belong to multiple territories.
Secure
Based on your established security, only team members with access to territories can plan against them.
Plan against Accounts that belong to multiple territories.
Leverage your existing Territory Hierarchy within your planning.
Account Model
Build robust account level plans that incorporate your Sales Pipeline.
Integrated Planning
Plan both at Account and Opportunity levels using a combined approach.
Focus Accounts
Designate a subset of Accounts that your team should focus on as part of the planning process. Set your default views to display Focus Accounts.
Flexible Account Grouping
Make use of the various attributes to group your Accounts during your planning process.
Opportunity Roll-ups
All Opportunity data is automatically rolled-up to the corresponding Accounts and Territories.
Out of the box integrated planning with Accounts and Opportunities.
Easily group your Focus Accounts for planning.
Group your Accounts based on your attributes.
Summarize your Opportunity plans up to the Account level.
Opportunity Model
{;an against your Opportunities that meet your planning criterias across your Offerings. Take advantage of Revenue specific attributes to ensure you meet your targets.
Opportunity Centric
Plan your opportunities based on key attributes and benefit from automated adjustments when slippage happens.
Opportunity Snapshots
Automated periodic snapshots of your opportunities to ensure your plans can be analyzed accurately.
Revenue Specific Attributes
Benefit from specific attributes to plan out your Revenue stream from opportunities.
Territory Automation
Ensure that all your opportunities are assigned to the appropriate Territories.
Opportunity centric planning across your KPIs and Offerings.
Ensure accurate planning with periodic Opportunity Snapshots.
Specific Revenue attributes associated with Opportunity.
Ensure your Opportunities are associated with appropriate Territories.
