Adaptive Insights for sales planning

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

In today's fast-moving world, sales teams need better planning tools to respond instantly to changes in the market. Adaptive Insights helps you quickly and easily optimize resources, design territories, deploy quotas, and improve sales predictability. Equip your sales operations and management teams with insight into functional interdependencies and plan with greater accuracy, so you and your whole business can make smarter decisions faster.

High-performance sales planning for fast-moving sales teams

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Sales Capacity & Headcount

  • Rep headcount & attrition planning
  • Sales expense & compensation planning
  • Productivity, seasonality, coverage, rep tenure
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Territory & Quota

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

  • Monitoring & visualization of sales metrics
  • Sales forecasting & pipeline management
  • Real-time what-if scenario planning
Better sales revenue planning and predictability

Improve sales productivity and predictability with real-time scenario planning

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 synchronizing bookings targets, headcount plans, and expense data. Import actuals from your CRM system, such as Salesforce, to course-correct based on actual performance.

Plan sales territories with confidence
Set sales targets quickly and then monitor rep performance

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. Distribute sales targets throughout your sales organization and ensure complete coverage against your corporate plan.

Set sales goals that work
Ramp sales team productivity and be ahead of headcount issues

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. Analyze coverage and gaps to plan. Add headcount, push out hire dates, change ramping assumptions, plan for attrition, and see impacts to sales capacity in real time.

Create an optimal sales capacity plan

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

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Set rep quotas and see the direct impact on the sales plan immediately

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 your sales 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
Create balanced territories through geographical rules, geospatial visualization, and named assignments.

Balance and assign territories faster

Optimize territories to ensure every rep can support his or her quota, and ensure 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 analyze and optimize 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

See how customers are driving sales success with Adaptive insights for sales planning

Winshuttle Customer Testimonial
Winshuttle
Ivanti Customer Testimonial
Ivanti