Stop planning in Excel. Collaboratively design your sales go-to-market plan on a dedicated sales planning platform that integrates with all your system data. Assign profiles, design segments, balance territories, and set targets. Push the approved plan to your CRM in hours.
Avoid plan drift. See all the key performance metrics needed to understand how your sales teams are performing against your sales plan. Track actual to plan at the team, segment, territory, and individual level. Never be surprised.
Ensure your CRM execution reflects your sales plan without gaps, missed configurations, or unexpected results. Avoid discovering CRM system limitation after the post-planning phase and eliminate the need for work-around configurations.