Adaptive Insights for sales planning

Increase sales performance and optimise your go-to-market strategy.

High-performance sales planning for fast-moving sales teams

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Sales Capacity & Headcount

  • Sales capacity: ramp, seasonality, productivity, coverage
  • Rep headcount & attrition planning
  • Sales expense & compensation planning
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Territory & Quota

  • Sales territory design & management
  • Geo-based & explicit account assignments
  • Booking targets & deployed sales rep quotas
  • Account & territory scoring
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Sales Analysis & Forecasting

  • Monitoring, management, & visualization of sales KPI’s
  • Sales forecasting & pipeline management
  • Real-time what-if scenario planning

Improve sales and sales predictability with real-time scenario planning and forecasting

Improve sales performance with sales capacity and quota models designed to run real-time what-if scenarios around ramping, staffing, and attainment. Construct balanced territories to optimally deploy your sales force. Link your sales plan to your corporate strategy through synchronising bookings targets, headcount plans, and expense data. Import actuals from your CRM system, such as Salesforce, to course-correct based on actual performance.

Solve common financial challenges faster

Set sales targets with ease

Setting sales targets often begins with a top-down allocation of corporate goals. Intuitively set targets across time, region, product, and other market segments that are relevant to your company's go-to-market strategy. Over-assign targets at the sales manager and rep level to provide cushion or coverage relative to your corporate plan.

Set sales goals that work

Staff and ramp sales teams for success

Build detailed bottom-up sales staffing plans to model planned rep hires, ramping schedules, and attrition. Run what-if scenarios in real time via a flexible, intuitive dashboard interface. Analyse coverage and gaps to plan. Add headcount, push out hire dates, change ramping assumptions, plan for attrition, and see the capacity impacts in real time.

Create an optimal sales capacity plan

Transform planning chaos into beautiful order with Adaptive Insights for salesplanning.

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Get Quotas Just Right

Set sales quotas too high and you risk demotivating reps. Too low, and you might not get the growth you need. Don't get stuck sending quota letters for a plan that won't work. Use flexible templates to input and manage quotas by rep or by role. Visually monitor coverage in real time to ensure enough quota has been deployed to hit targets. Track performance by rep to see forward assumptions in the context of historical actuals from your CRM system.

Set quotas based on insight, not instinct

Balance and Assign Territories Faster

Carve up and optimise territories to ensure every rep can support his or her quota, and that quotas are in line with available market opportunity. Import TAM, lead, opportunity, and customer data sets from CRM and marketing automation systems. Segment and score your market by geography, company size, vertical, and product attributes. Assign territories to reps via named accounts or by geography/segment, and then analyse and optimise for balance.

Design successful territories to unleash sales performance

Link your sales plan with your corporate plan to improve efficiency and productivity.

We'll show you how

We're Helping High-Growth SaaS Companies Drive Sales Productivity and Predictability

Winshuttle Customer Testimonial
Winshuttle
Ivanti Customer Testimonial
Ivanti