Build for scale using Anaplan for territory and quota approvals


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 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


Gold Partner




years of partnership


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.


- 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

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


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.

Share this key play


Ready for your own success story?

Get in touch with our team of experts.

I acknowledge having read the privacy policy and I consent to the processing of my personal data.

Keyrus collects and processes the data you fill out in this form in order to respond to your request. The fields marked with an asterisk must be filled in for your request to be processed. This processing is based on your consent, which you may withdraw at any time. To learn more about how we manage your personal data and to exercise your rights, please refer to the Privacy Policy. By clicking on Submit, I acknowledge that I have read and accepted the legal notice and the general terms of use of the site.