Sales Planning is a new tool that will be released on July 18. It is designed to help sales teams create and manage their sales strategy in a central location with input from the right stakeholders. Sales Planning can help you:
Collaborate with your team: Sales Planning provides a central location where you can collaborate with your team to create and manage your sales strategy. This can help you get everyone on the same page and ensure that your strategy is aligned with your company’s goals.
Plan for the future: Sales Planning allows you to plan for the future by incorporating factors such as product launches, economic headwinds, and changes in the competitive landscape. This can help you stay ahead of the curve and ensure that your sales team is prepared for anything.
Here are some examples of how you can use Sales Planning:
You can use Sales Planning to create a sales strategy for a new product launch. This would involve setting revenue targets, allocating quotas to reps, and designing territories.
You can use Sales Planning to plan for a change in the competitive landscape. This would involve identifying new competitors, assessing their strengths and weaknesses, and developing strategies to counter their threats.
You can use Sales Planning to track the performance of your sales team over time. This would involve tracking revenue, quotas, and pipeline metrics.
Here are some additional benefits of using Sales Planning:
Increased visibility: Sales Planning provides a central location where you can track your sales strategy and performance. This can help you stay on top of your goals and identify areas where you need improvement.
Improved decision-making: Sales Planning can help you make better decisions about your sales strategy. For example, Sales Planning can help you identify opportunities for growth and to prioritize your activities accordingly.
Increased efficiency: Sales Planning can help you become more efficient. For example, Sales Planning can automate tasks such as updating sales plans and tracking performance.
Automate tasks: Sales Planning can automate tasks such as allocating revenue targets and rep quotas. This can free up your time so that you can focus on more strategic activities.
Sales Planning is a powerful new tool that can help you create and manage your sales strategy more effectively. If you are looking for a way to improve your sales planning process, I encourage you to try Sales Planning when it is released on July 18.