Sales territory and quota planning is the set of processes that align with strategic sales plans assigning territory by geographic region, industry, or account type to specific sales members and setting financial goals for specific time periods.
Effective planning means operationalizing complexity. However, reducing complexity must not be at the expense of quality. Based on automated and integrated processes, all three dimensions can be taken into account in a strategic sales planning process and transformed into opportunities for the company
The basic framework of improving sales territory and quota planning is a multi-stage concept that flows smoothly into operational planning and thus perfectly
links the two areas. Each step addresses its own points that need to be dealt with. How such a concept looks in detail depends on individual parameters such
as company size, market cycles and strategic orientation. Nevertheless, we would like to provide you with a general guideline here.
From management and customer expectations to
strategy changes and market volatility, business
success depends on internal and external factors. These interrelationships influence a business
and define organizational complexity. Globalized
markets, technological disruption and changing
customer demands are making the business environment more complex than ever before.
Accelerate performance with faster, more accurate territory and quota planning
The benefits of a unified planning solution: