Logo - Keyrus
Logo - Keyrus
  • Playbook
  • Services
    Advisory
    Data management
    Decision intelligence
    Cloud & Security
    Enterprise performance management
  • Insights
  • Partners
  • Careers
  • About us
    Company purpose
    Innovation & Technologies
    Committed Keyrus
    Regulatory compliance
    Investors
    Management team
    Brands
    Locations
  • Contact UsJoin us

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.

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.

Technology partners

Anaplan

Anaplan is a cloud-based SaaS solution that helps organizations optimize performance and drive digital transformation with confidence and agility.

150+

certified consultants

100+

clients

7+

years of partnership

Share this key play

whatsapptwitter
linkedinfacebookworkplace

More key plays

How C&S Wholesale Grocers maximized ROI with an analytics center of excellence
Boost employee data management efficiency, coordination, and security with centralized planning for Human Resources onboarding
Revolutionize Your Sales Operations: Maximize Efficiency through Anaplan's Centralized Territory and Quota Planning
A centralized platform for demand, scenario, gross margin, and sales & operations planning
Using Alteryx to automate processes at an international bank
Improving Operations with a Salesforce Migration
Eliminate manual work for finance experts by automating Excel reports with Tableau
Implementing Salesforce at The Gathering Spot
Migrating workloads to AWS with Rapid Docker
Optimizing data processes to support a nonprofit's mission
Logo - Keyrus
New York City

252 West 37th st., Suite 1400 New York, NY 10018

Phone:+1 646 664 4872