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. November 2018 Update

With a productive month of November, is starting off the holiday season strong! As mentioned in last month’s update, these months are high-stakes for many companies as they prepare for year-in-reviews while at the same time plan for their next fiscal year. This is certainly the case for our customers, and we’ve been right there with them.

In response to demand, we’ve developed several new features to expand our software offering. We also hit the road with a number of Sales Ops events, and a few webinars. Continue reading to learn more!

New Product Features

This month we’ve added several new features to improve our Planning App. Each of these updates helps make Sales Strategy & Planning more simple, flexible, and comprehensive:

  • Integrated Quota and Territory Review  – To support quota and target setting, we’ve developed review dashboards that bring all relevant data to one place for users to make more informed decisions about setting sales quotas and targets.
  • Expanded Disruption Report – We’ve expanded our Disruption Report (a view on the planned movement of accounts for each territory and person in the business) to include additional planning metrics and provide greater visibility.
  • Data Update Improvement – For customers who use our software through SFTP, rather than through Salesforce Integration, we’ve improved our ability to incorporate changes happening outside of the Planning App, bringing a more integrated planning process to those customers.
  • UI/UX Improvements:
    • Expanded Export Feature – For teams still using excel or a BI tool, we’ve expanded our export capability in the app to allow for a greater number of records.
    • Account Assignments – Users can now assign sales representatives at an account level, in addition to assigning by territory. For teams with complex sales organizations and a number of “exceptions” in their go-to-market strategy, this gives necessary flexibility.
    • Consolidated Grid Features – In our assignment grid, we’ve consolidated features and opened up visual space.

Interested in seeing everything in action? Reach out for a demo!

Community App

To give the Sales Operations community a place to connect and share best practices in an organized and simple way, we launched an app! Our GrowthOps Community App is where sales operations professionals can do the following:

  • Share Best Practices on topics ranging from Career Development to Compensation Design to Tools of the Trade
  • Post Open Jobs to recruit top Sales Operations talent
  • Connect with other professionals within the same field

Initial conversations on the app have been terrific, and we look forward to this becoming a great repository of Sales Operations information for all users.

Interested in joining the community? Fill out this form or email Katherine at and we’ll get you set up.

SalesOps Meetups

In November, we went on the road! We hosted meetups in Seattle, Los Angeles, and the Bay Area, to discuss Sales Operations career challenges and growth. It was tremendous to see the energy and excitement in the rooms, which reemphasized to us the great people who work in the profession. Up next, we have a few more meetups, with space remaining in each for those who can make it:

Keep checking our upcoming events if you’re interested in learning about future events in your area, or reach out to us and we’ll keep you posted.


We hosted two webinars this November. Thanks to everyone who participated! There were some great questions during the sessions and we’ve enjoyed the follow-up discussions since. Click either of the below links to hear a recording:

  • 10 Tips for  Sales Planning – We shared our top tips for managing a successful Sales Planning process, from using the right metrics to how to think about segmenting the market. With so much to discuss in Sales Planning, we look forward to future webinars about the topic!
  • Planning App Demo – We took a dive into our Planning App, highlighting a few of the features we think will change the way businesses do sales planning. Note that we continue to build features since, too, so get in touch to see the latest and greatest.

More webinars are on the way, so stay tuned!

What’s Next?

We’d love to share more with you about our future plans. To stay in touch, find us here at our blog, join our mailing list here, or send an email to

Sales Planning, Reporting, and Usability: Feature Updates for October

Happy Halloween!’s Spooky Product Updates

It’s been a busy month at as many of our customers start their sales planning process, identifying their capacity needs (how many people they’ll be hiring) and territory planning (where those people are going). The next few months are high-stakes as they prepare for year-in-reviews while preparing for next year.

In support of that, we’ve been working hard on our product offerings and are excited to share updates with all of you to help with your sales planning. Without further ado, here are the key new features we’ve added this month:

Salesforce Integration

Integrating Sales Strategy with execution is the top priority at This month we automated our Salesforce integration, allowing customers to sync their planning platform with their Salesforce data and push the territory, team assignment, and quota targets they make in back into Salesforce. With this update, seamlessly integrates users’ strategy and planning on the software with the backend execution in their CRM instance.

CRM Modification Reports

Important to sales planning is staying on top of changes in data. To that effect, one of’s additional features in October highlights data changes that occur in our customers’ CRM system, so users who are planning on our platform have up-to-date views of the changes in their CRM system and can act immediately to incorporate those changes into their go-to-market plan. No more re-downloading account information into your excel spreadsheets or other databases – we’ve got you covered.

Balancer, Portfolio Change Reports introduced a host of new planning-related reports to our platform, including two of particular note:

  • Balancer Report – as users edit their territory hierarchies and assign routing rules/individual accounts to segments and territories, our balancer report gives a clear view in real time of how territories stack up against each other. Stop moving accounts, changing tabs in excel, and refreshing pivot tables – this report shows everything you need to know as you do your planning updates.
  • Change Report – curious about how your portfolios are changing from the plan currently in your CRM to your proposed view for your next fiscal quarter or fiscal year? We’ve introduced a change report to summarize the edits made in the planning process. This allows you to not only to understand the amount of disruption happening, but also share with the sales teams.

General Usability Features

In addition to the updates above, we’ve done a few other improvements and tweaks, including some UI enhancements with our segmentation and target-setting modules. Password retrieval and management are also new, as are a host of new metrics to consider when creating territories.

So What’s Next?

We’d love to share more with you about our future plans. To do that, keep coming back to our blog page or sign up for our newsletter. Or, if you want to chat with someone at the company, fill out this form or send an email to