Category Archives: Feature Updates

Multiple Sales Plans Product Release December 2019

Introducing:  Plans's latest product release allows users to manage multiple sales plans in a single instance.

With the dynamic nature of sales organizations, it's important to be able to make changes to the current sales plan while planning for future sales cycles.’s new Plans functionality allows you to manage multiple sales plans within a single instance. Keeping only one 'active' plan which integrates with the CRM, users can make routine adjustments to assignments or do capacity planning when people leave or get hired into your org. Having other plans to represent different go-to-market strategies for future sales cycles can help sales management understand and make better data-driven decisions for their business.

Here we have an example of two plans being used side-by-side: one for FY2019 (active currently) and one for FY2020 (allowing users to plan for the next year side-by-side).

Each Plan includes all of the functionality existing in the DesignRhythm, and Motion Modules. Users can create plans from scratch or clone an existing one to make adjustments. With all the information stored and presented within the application, users have a single source of truth for their data and can do away with the hassle of managing multiple spreadsheets.

To learn more, contact, or schedule a demo on our website! Visit our support page to read more about our capabilities.  


See our previous product updates. Product Product Release September 2019

Introducing:  Automated Workflows for Territory Assignments, Quota Management, and Compensation's latest product release allows users to automatically manage quotas as reps move between different accounts.

Quota Management Automation

Given the manual nature of compensation and quota processes, it's often challenging to ensure that sales teams are compensated appropriately. Many companies today manage massive spreadsheets on a weekly to monthly basis to handle minor movements in account assignments.

Let's take this example: If rep A handled account A in month 1 and rep B covered it in month 2, the effects on quota and compensation show up in these datasheets. Sound manual, challenging, and error-prone? You bet.

We're excited to announce that the product update now layers a quota credit workflow into our Design Module that automates customers' quota management processes every time accounts are moved within their systems. Because’s platform integrates quota and targets with territory segmentation and sales rep assignment, operations activities that usually require significant time and numerous spreadsheets can be managed efficiently in one place. Effectively scale your operations with our new functionality and make time for the work you signed up for.

Territory Assignment Workflows

Similar to quota management, managing account assignments takes time and manual effort to ensure full coverage of all accounts in a company's area of business. Whether it is managing the regular inflows and outflows of people in your sales organization, maintaining coverage on customers and prospects through transitions, or dealing with the creation of new roles in the sales organization, the people side of the business is a big operational lift for Sales Ops.

The product update now makes it simple! Configurable workflows around rep assignments make maintaining coverage on all your accounts and moving sales reps an easy, automated process. With our new workflows in the Design Module, you can now handle:

Hiring and terminating employees
Managing temporary coverage
Retiring roles

And with all information stored and presented in the collaborative app, users can do away with clunky spreadsheets and version control issues.

To learn more, contact, or schedule a demo on our website! Visit our support page to read more about our capabilities.