Plan, manage, and control
your Sales strategy.
Adopt processes to set targets and work out plans to achieve them.
Stop planning around your pipeline. Plan inside it.
Directly in Salesforce.
LEADERSHIP
REPS
Drive your Growth plan across your teams, geographies, and business lines.
Operate from a single Sales and Revenue dynamic plan globally across territories, accounts, and opportunities. Identify and mitigate gaps to targets right within your CRM, and coach your teams along the way.
Give sales reps ownership of their plan
With PLNR, reps don’t need to dig through spreadsheets or wait on updates. Their quotas, targets, and progress are all visible right when they login to Salesforce. That means less confusion, fewer missed handoffs, and more time selling. When everyone is working from a plan native to the CRM, sales teams stay focused, motivated, and aligned with delivering growth.
LEARN HOW PLNR CAN HELP
Simplify sales planning
Realistic and Achievable Targets
Align with Market Conditions
Targets / Performance by Offerings
Target Adjustments
Sales Bid Models
Realistic and Achievable Targets
Setting Realistic and Achievable Targets
Establish a Target Setting process that marries Top-Down and Bottom-Up concepts before finalizing your sales targets.
Top-Down Management Expectations
Implement a Top-Down target setting process that captures management's expectations and flow them down to the sales territory and customer levels.
Existing Qualified Opportunities
Automatically include only Opportunities that meet your planning criteria (Opportunity Stages) and within certain parameters.
Existing Business
Adjust your Revenue and other KPIs based on the defined contract terms on your Opportunities and any changes in the Close Date.
Sales Territory Potential
Automatically distribute Revenue related to your opportunities based on contract terms and your preferred KPIs.
Align with Market Conditions
Align Planning with Market Conditions
Review and adjust your sales plans as the year progresses to reflect current market conditions and sales territory potential.
Maintain Market Pulse
Implement a planning and forecasting process which incorporates regular updates from your sales team where they highlight any impacts due to market conditions within their plans.
Analysis and Strategy Update
Quickly analyze and revise your strategies and tactics based on market feedback captured by your sales teams. Adjust your investment levels accordingly.
Targets / Performance by Offerings
Manage Targets and Performance by Offerings
Establish Targets for your Sales teams by your Offerings (Products/Services) and gain deeper visibility into the performance of your sales pipelines.
Establish Targets by Offerings
At all levels of planning (territory, account, and opportunity), implement the ability to track targets by Offerings.
Account Plans by Offerings
Gain the ability to implement account planning at an Offering level, where your various teams can maintain their own data without the need for duplication.
Sales Pipeline by Offerings
Provide visibility to the various product and service lines of business into the sales pipeline while maintaining a simpler approach within your CRM.
Target Adjustments
Implement Target Adjustments anytime
Follow a process to implement adjustments to Targets that account for mid-year changes, while providing transparency and clarity to your teams.
Establish a standard process to adjust Sales Targets
Similar to your Target setting process, you can define a standard way for your team to implement adjustments when appropriate during the year.
Leverage existing Targets, Budgets, and Forecasts
As a starting point to the process, you can leverage your existing plan versions of your Targets, Budgets, and Forecasts. Start with the most appropriate dataset to drive your adjustments.
Quick Analysis and What-if Scenarios
Quickly create different what-if scenarios of your Target adjustments and analyze the impact on your sales organization. Distribute the adjustments to all levels of the organization, if needed, before you finalize them.
Sales Bid Models
Manage your Bid Models (Proposals) and track changes across plan versions
Leverage the ability to track your various bid models tied to your opportunities across different versions of your plans.
Evolution of Bid Models and Assumptions throughout Opportunity Lifecyle
Maintain your bid economics across your various plan versions throughout the opportunity lifecycle. Capture assumptions as they evolve.
Revenue forecast from Bid
Translate your opportunities into Revenue streams for your various Offerings and always maintain the most recent snapshot as part of Opportunity planning.
Effective Resource Planning from Bid
Capture the demand for your resources with each Opportunity and summarize across your teams. Provide your Resource Management teams with the most up-to-date view.
