sales planning

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Published By: Adaptive Planning     Published Date: May 20, 2011
Learn how you can significantly extend the capabilities of your existing Salesforce.com, NetSuite, or other CRM application with an affordable, easy-to-use, and quick-to-deploy solution that automates sales forecasting, improves pipeline visibility, and enables what-if scenario planning.
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adaptive planning, salesforce.com, netsuite, crm application, sales forecasting, pipeline, revenue predictability, crm data augmentation, rob hull, greg schneider, sales analysis, savings, asset management, investment software, capital, benefits, technology
    
Adaptive Planning
Published By: Adaptive Planning     Published Date: Jul 01, 2011
Learn how you can significantly extend the capabilities of your existing Salesforce.com, NetSuite, or other CRM application with an affordable, easy-to-use, and quick-to-deploy solution that automates sales forecasting, improves pipeline visibility, and enables what-if scenario planning.
Tags : 
adaptive planning, salesforce.com, netsuite, crm application, sales forecasting, pipeline, revenue predictability, crm data augmentation, rob hull, greg schneider, sales analysis, savings, asset management, investment software, capital, benefits, technology
    
Adaptive Planning
Published By: Anaplan     Published Date: Mar 05, 2015
Many sales organizations continue to operate as they have for years: At headquarters, executives work with sales leaders to set revenue targets for the year. Sales teams receive top-down goals, which cascade across product lines, channels and other business dimensions. The end result is an account-level target, which is assigned to a sales rep. Because most companies do not have an easy way to complete this process—nor do they use a common system of record—they must resort to the quickest and easiest mechanism at hand: spreadsheets, a nonscalable, single-dimensional solution that does not handle complete data sets. This approach also poses challenges across key sales management functions, including planning, execution and optimization.
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consolidation, planning, survey, performance, sales, audience, finance, strategic exercise, compliance, software soliutions
    
Anaplan
Published By: Anaplan     Published Date: Mar 05, 2015
For most large organizations, sales planning is a siloed process. Organizations typically need to analyze multiple years’ worth of data to prepare for planning. There is an even split between organizations that lead the planning process from the top down and those that lead it from the bottom up. Most sales organizations complete the planning process before the beginning of the fiscal year.
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consolidation, planning, survey, performance, sales, audience, finance, strategic exercise, compliance, software soliutions
    
Anaplan
Published By: Anaplan     Published Date: Apr 06, 2016
Optimizing incentive compensation: aligning what you say with how you pay CSO Insights’ ICPM study* found that 69 percent of organizations use three or more metrics to build their sales compensation plans, but modeling and planning this sales strategy can quickly become too complex as a spreadsheet-driven exercise. It is crucial to get these incentive compensation structures right, because sales reps receive up to 60 percent of their income from incentive comp. In this white paper, we discuss the disconnect between sales behavior and incentive compensation structure and provide recommended steps towards optimizing your compensation plan.
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sales performance management, compensation management, incentive compensation, sales planning, incentive comp, commission structure, sales performance, xactly, callidus, cso, cso insights, incentive based compensation, excel, spreadsheet planning, spreadsheet, spm, commission, compensation, global compensation, sales engagement
    
Anaplan
Published By: Anaplan     Published Date: Apr 06, 2016
A Harvard Business Review Analytics Services White Paper Finance is constantly tested to keep pace in today’s business environment. To keep up, planning needs to become a continuous process that spans departmental boundaries and enables managers to collectively realign resources to respond to market changes. Organizations must streamline disparate sales and operational planning with traditional financial planning and analysis by using technology to connect people, data, and processes across the organization. Download this white paper to discover the three steps to moving towards finance-led integrated business planning recommended by the Harvard Business Review.
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analytics, planning, cfo, operations, business practices, revenue, growth, enterprise business, finance trends, business analytics, business process, harvard business review, hbr, financial planning, corporate finance, fp&a, budgeting, integrated business planning, ibp, finance
    
Anaplan
Published By: Anaplan     Published Date: Apr 14, 2016
Finance is constantly tested to keep pace in today’s business environment. To keep up, planning needs to become a continuous process that spans departmental boundaries and enables managers to collectively realign resources to respond to market changes. Organizations must streamline disparate sales and operational planning with traditional financial planning and analysis by using technology to connect people, data, and processes across the organization.
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Anaplan
Published By: Anaplan     Published Date: Nov 27, 2017
"A recent CSO Insights’ study* found that 69 percent of organizations use three or more metrics to build their sales compensation plans, but modeling and planning this sales strategy can quickly become too complex as a spreadsheet-driven exercise. Download this white paper to find: • The disconnect between sales behavior and incentive compensation structure • A recommended approach you can take to optimize your compensation plan • Three key steps to better predict and control sales revenue *CSO Insights 7th Annual Incentive Compensation and Performance Management (ICPM) study"
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Anaplan
Published By: Anaplan     Published Date: Nov 27, 2017
"Your sales compensation plan must align to market practices to attract, motivate, and retain the right talent. But only 20 percent of companies surveyed reported complete alignment between the sales compensation program and company objectives. To achieve the full benefit of an aligned sales compensation plan and a productive sale force, it is best to streamline the many siloed sales planning processes, including: • Revenue • Cost of sales • Account potential • Sales capacity • Territory and quota • Sales forecasting Download this white paper to see how successful compensation programs can collate numerous data inputs and align processes to meet business goals."
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Anaplan
Published By: Anaplan     Published Date: Mar 29, 2018
Incentive compensation represents the potential of delivering optimal sales results. But with up to 60% of sales reps’ income coming from incentive comp, it is crucial to get this right. Our study data has shown that ineffective compensation structures can lead to disengaged reps, high turnover, money left on the table, and low margins. The way we have designed and managed incentive compensation plans in the past may inhibit the sales force and prevent the business from scaling at the needed rate. Modeling and planning quickly become too complex for a spreadsheet-driven exercise.
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optimization, compensation, structures, anaplan, data
    
Anaplan
Published By: Anaplan     Published Date: Mar 29, 2018
Finance has a mandate to become a strategic business partner. Integrated business planning offers organizations the ability to align operations and sales strategy with the company’s continuous financial performance. An increasing number of organizations have shown that even small steps toward integrated business planning have helped them deliver immediate benefits to the business, including light-touch forecasts, rapid “what-if” analyses, and more accurate budgets. Improved collaboration between departments, driving more awareness and shared understanding of potential issues, allows the business to take the prompt and incisive actions needed to keep performance on track. The question to consider is not “When are we going to do this?” but “Why don’t we start now?” because time is ticking away.
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finance, business, planning, integration, strategy, company
    
Anaplan
Published By: Anaplan     Published Date: Apr 02, 2019
Our annual benchmarking report, The State of Connected Planning, investigates how leading organizations accelerate business value through Connected Planning. We surveyed over 1,000 planning professionals across all business functions in 45 countries and 18 industries to uncover leading planning trends. This Sales-focused brief contains: • Key findings from Sales professionals • Planning challenges faced by Sales professionals • Ideas from Sales leaders about overcoming obstacles and planning more successfully
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Anaplan
Published By: Anaplan     Published Date: Apr 02, 2019
What should the sales planning process look like? A poor sales planning process can severely reduce the effectiveness of your sales team and keep high-level business goals from being implemented in the field. In this paper, SiriusDecisions describes how to take a structured approach to the yearly sales planning process and ensure that your sales goals inform your territories, quotas, account segments, and other sales planning deliverables. In this SiriusDecisions paper, you’ll learn: • The three crucial stages of the annual sales planning process • How to ensure that all relevant stakeholders participate in the sales planning process • How sales ops can help sales leaders set realistic goals for the year
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Anaplan
Published By: Bulldog Solutions     Published Date: Jul 20, 2009
A call-to-action architecture helps you engage more prospects in conversations that could lead to closed sales. This white paper outlines a strategy to create a call-to-action architecture that sets your sales team up for a success.
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conversion mapping, sales pipeline, prospects, call-to-action architecture, lead generation, sales engagement, conversion points, planning, btob, hosted solutions, on-premise, bulldog solutions, lead gen, nurture, convert, sales leads, bds
    
Bulldog Solutions
Published By: Bulldog Solutions     Published Date: Jul 20, 2009
If you’re under increasing pressure to be as efficient as possible with your marketing spend, you need to avoid wasting resources on strategies and messages targeted at the wrong audience. This white paper is a step-by-step guide on creating buyer personas to help focus your marketing efforts.
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audience, bds, bulldog solutions, client list, pain points, motivators, validation, map, mapping, audience development, resources, buyer personas, sales development, sales leads, in-person environment, audience segmentation, promotion planning, audience, b2b, btob
    
Bulldog Solutions
Published By: Clari     Published Date: Mar 24, 2017
The key to successful sales forecasting starts with pipeline measurement — consistent tracking in each stage of the sales cycle will bring consistent results. Careful focus on ?ve areas will strengthen the sales forecast process to drive better capacity planning, smoother operations, and most importantly, more revenue! The five metrics for every sales leader: Accuracy Variance Pipeline Coverage & Mix Compliance & Commitments Linearity Download now to learn more!
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sales forecasting, sales execution, clari, sales, sales operations, pipeline inspection, opportunity management, opportunity
    
Clari
Published By: Clari     Published Date: Mar 24, 2017
Part art, part science, sales forecasting can be daunting for new and experienced sales leaders alike. Your sales forecast is required for successful company planning, and when it goes wrong, the dominoes begin to fall: your executives, investors, and even the public may question your credibility. Download now to find out!
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sales forecasting, sales execution, clari, sales, sales operations, pipeline inspection, opportunity management, opportunity
    
Clari
Published By: Epson     Published Date: Jun 22, 2018
Despite the digitization of business today, most organizations continue to rely on paper hard copies to get the job done. A great deal of printed information drives the fundamental workflow and success of nearly any business, especially in highimpact, high-touch areas like Marketing and Sales; Planning, Engineering and Design; and Human Resources. As a result, companies continue to look for ways to manage the ongoing cost, workflow and efficiency of using printed documents.
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Epson
Published By: FICO     Published Date: Mar 02, 2018
Sales and Operations Planning (S&OP) isn’t just about aligning supply and demand. Ultimately, businesses across all industries need to synchronize plans across all functions to strike the right balance between demand, resources and other constraints. Companies are realizing that their use of analytics to help improve decision making needs to evolve beyond just reporting to include machine learning and optimization. Download our latest Q&A now with published author and supply chain expert Mike Watson, and learn how virtually any S&OP decision can benefit from advanced analytics and automation. You’ll get practical advice to help build a strawman, so you can move forward quickly – before your competitors! Read this Executive Brief to know the Top 7 Questions to ask before deploying your Sales and Operations planning.
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operations, sales, supplier, inventory, resources
    
FICO
Published By: IFS     Published Date: Jun 25, 2014
Use your ERP to facilitate Sales and Operations Planning (S&OP), which helps manufacturers rapidly adjust to changes in the market.
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ifs, erp, operations, planning, s&op
    
IFS
Published By: Infor     Published Date: Aug 04, 2011
Find out what characteristics you should take into account when selecting Sales and Operations Technology and how Infor10 Sales & Operations Planning respond to those needs today.
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infor, aberdeen, s&op, infor10, sales and operations, sales & operations, scm, enterprise business software, customer relationship management, enterprise asset management, enterprise resource planning, financial management, human capital management, product lifecycle, supplier relationship, supply chain management, business-specific inventory, transportation logistics, warehouse software, service oriented architecture
    
Infor
Published By: InsideView     Published Date: Apr 27, 2015
Advances in automation increase visibility and accountability surrounding lead-to-revenue processes. Despite this, tensions between marketing and sales persist concerning the quality of support that marketing brings to the revenue-production equation. To progress from open hostilities to collaborative détente, CMOs will need to reimagine sales enablement programs and strategy around the journey that spans the customer’s lifetime. This means creating a more interdependent relationship with sales that puts the customer at the center of the conversations that marketing and sales create, talks more about the problems and issues that buyers face, and aligns lead-to-revenue planning and processes around outcome-focused goals.
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b2b, lead-to-revenue processes, customer success management, marketing-led communication, buyer's context
    
InsideView
Published By: Intel     Published Date: Dec 13, 2018
Technology plays a key role in online shopping, where online retailers gain a greater understanding of their customers through data from their browsing and purchasing habits. Today, when consumers shop in brick-and-mortar stores, they expect the same personalized and responsive service. To help retailers achieve this level of service, a combination of hardware and software—Intel® Vision Accelerator Design products, cameras, AI deep learning video analysis technology— do the work for you. Uncover how Advantech system uses the Intel Vision Accelerator Design with Intel Movidius VPU to drive • Overall store performance such as the number of visitors and transactions, point-of-sale data, sales per shopper and the store’s ranking, and can distinguish traffic patterns by weather and time of day • Traffic and sales analysis for better staff allocation and marketing-event planning • Store heatmap analysis for more precise merchandise placement and product promotion
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Intel
Published By: Jedox     Published Date: Jul 19, 2017
Download this whitepaper to learn a dozen essential questions a CSO should ask when considering the implementation of sales planning technology.
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jedox, sales planning, revenue, crm, erp
    
Jedox
Published By: Marketo     Published Date: Mar 18, 2019
The role of marketing is constantly evolving. More than ever, marketing has to prove its impact on the success of the business. Outside executives often believe that marketing exists solely to support sales, or as an arts function that hosts company events and puts logos on t-shirts. With the pressure increasing, the growing imperative for marketers to prove their worth has arrived. It’s time for marketers to take control over the revenue process, earn the respect of their organizational peers, and earn a seat at the table. What must marketers do to be seen as an integral part of the machine that drives revenue and growth? Download The Definitive Guide to Marketing Metrics and Analytics to learn about: Establishing a culture of accountability Planning programs with ROI in mind Creating a framework for measurement Embracing revenue performance management Mastering the art of forecasting Building dashboards to inform complex decisions Implementation across teams, tactics, and technolog
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Marketo
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