Build for scale using Anaplan for territory and quota approvals

Background

Our client needed to facilitate transparency and accountability within their sales organization by enabling collaboration during the planning process for customer account assignments, territory planning, and quota setting.

Technology partners

Anaplan

Anaplan is a cloud-native enterprise SaaS company that empowers global organizations to orchestrate business performance and execute digital transformation with confidence and agility. 2021 AMER Partner of the Year

2018

Gold Partner

100+

clients

7+

years of partnership

Challenge

In a high-growth environment, competing priorities, internal conflict, process discipline, and internal controls posed potential planning challenges for the sales team. Handshake agreements were no longer sustainable and they needed a more established framework.

Approach

- Streamlined the account assignment process for first-line managers with a succinct set of action items by introducing customized approval and rejection workflows using Anaplan. - Streamlined the bottom-up quota setting process with customized approvals and commentary to pinpoint problems. - Captured a complete history of account movement during the planning process by communicating within Anaplan.

Key results

01
Active engagement by all management layers in the sales organization
02
Solid foundation for scale and future growth
03
Optimized performance of the sales organization

Benefits

Implementing Anaplan increases scalability for the sales organization, dramatically reduces administrative overhead for first-line managers, and standardizes processes to fulfill internal audit and SOX compliance requirements.

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