One single, integrated plan<\/h4>\n
Align Sales, Marketing, and Operations inputs in a single plan for leadership<\/p>\n
<\/span><\/p>\n Focus on critical activities across the organization that will drive to meeting your goals. Remain nimble by making the necessary adjustments.<\/p>\n <\/span><\/p>\n Ensure your plan and adjustments are focused on delivering the desired business outcomes. Provide management with key analysis to make critical decisions.<\/p>\n <\/span><\/p>\n Let Sales drive your budgets and forecasts for all aspects of your business.<\/p>\n <\/span><\/p>\n Create a dynamic actionable plan to ensure you close any gaps to targets.<\/p>\n Accelerate your sales cycle | Manage sales performance | Plan your revenue<\/p>\n Sales-Driven Planning allows you to apply the best planning practices to your sales processes to (a) complete your strategic plan and come up with sales targets, (b) implement the plan with concrete actions, (c) continuously monitor and analyze your performance, and (d) make the necessary adjustments to close the gap to plan.<\/p>\n <\/span><\/p>\n <\/span><\/p>\n <\/span><\/p>\n <\/span><\/p>\n Click to enlarge<\/em><\/p>\n Analyze your underlying revenue risk. Closely monitor the gap between your target and your pipeline to ensure you hit targets every time.<\/p>\n Click to enlarge<\/em><\/p>\n Create business plans based on pre-defined planning models that incorporate your territories, customers, opportunities and sales pipeline information in a secure and collaborative manner \u2014 all natively within your Salesforce CRM.<\/p>\n Click to enlarge<\/em><\/p>\n Embed key activities as part of your Sales and Marketing plan that helps grow your business. This will allow your team to focus on taking steps that create value for your organization and customers alike.<\/p>\n Click to enlarge<\/em><\/p>\n Leverage approval processes within your overall planning cycles to ensure your team is working closely on building a solid Sales and Marketing plan to best serve your customers.<\/p>\n 1<\/p>\n Create plans to close the gap to your target \u2014 and exceed it by leveraging marketplace reality, account intelligence, and support from Marketing and Operations.<\/p>\n 2<\/p>\n Build a single, integrated plan that enables collaboration across your organization to align your resources, investments, and initiative to deliver growth.<\/p>\n 3<\/p>\n Leverage your Territory Models to set targets and empower your sales force to create bottom-up budgets and forecasts.<\/p>\n 4<\/p>\n Leverage Multi-Currency and Advanced Multi-Currency features to build and analyze plans in local and corporate reporting currencies.<\/p>\n 5<\/p>\n Embed key activities as part of your Sales and Marketing plan to grow your business and keep your teams accountable.<\/p>\n 6<\/p>\n Leverage embedded or custom approval processes to ensure Sales management is committed to the plan.<\/p>\n 7<\/p>\n Monitor and analyze your progress using Salesforce analytical tools (Tableau CRM\/Einstein) to identify areas for action and adjustments.<\/p>\n 8<\/p>\n The existing security model within your Salesforce environment governs all your planning activities and your data never leaves the Salesforce Platform.<\/p>\n 9<\/p>\n Bring in data from your ERP and other corporate systems using our built-in integration options so you can update your forecasts with actual performance.<\/p>\n","protected":false},"excerpt":{"rendered":" Build a single growth plan for sales, marketing and operations \u2014 aligned and focused on growth One single, integrated plan Align Sales, Marketing, and Operations inputs in a single plan for leadership Constant target focus Focus on critical activities across the organization that will drive to meeting your goals. Remain nimble by making the necessary […]<\/p>\n","protected":false},"author":4,"featured_media":25622,"parent":25215,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"categories":[],"tags":[],"acf":[],"yoast_head":"\nConstant target focus<\/h4>\n
Outcome-driven decision-making<\/h4>\n
Driver-based planning<\/h4>\n
Gap mitigation<\/h4>\n
Sales planning reimagined to steer your growth and reduce risks<\/h2>\n
What we can help you achieve<\/strong><\/h6>\n
Target definition<\/h4>\n
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Plan implementation<\/h4>\n
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Performance analysis<\/h4>\n
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Adjustment<\/h4>\n
\n
![\"\"](\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/PLNR-Revenue-Risk-2048x999-1.png\" "\\"PLNR-Revenue-Risk-2048x999\\"")
<\/span><\/p>\nUnderlying revenue risk<\/span><\/h4>\n
![\"\"](\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/AccountPlan.png\" "\\"AccountPlan\\"")
<\/span><\/p>\nBusiness plans<\/span><\/h4>\n
![\"\"](\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Activity-Plan.png\" "\\"Activity-Plan\\"")
<\/span><\/p>\nSales and Marketing activities that deliver results<\/span><\/h4>\n
![\"\"](\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2022\/01\/Approval-Process-Final-1536x933-1.png\" "\\"Approval-Process-Final-1536x933\\"")
Robust planning approval processes<\/span><\/h4>\n
Key benefits and features<\/strong><\/h5>\n
PLNR \u2014 Sales-Driven Planning equips your organization to grow<\/h2>\n
![\"\"](\"https:\/\/mlb3syvw2f8q.i.optimole.com\/w:auto\/h:auto\/q:90\/f:best\/https:\/\/xceedesolutions.com\/wp-content\/uploads\/2021\/12\/PLNR-Sales-Driven-Planning-Logo.png\" "\\"PLNR"){kind=logo}
Plan creation<\/h4>\n
Collaboration<\/h4>\n
Territory management<\/h4>\n
Multi-currency<\/h4>\n
Accountability<\/h4>\n
Approval processes<\/h4>\n
Analytics<\/h4>\n
Security<\/h4>\n
Data integration<\/h4>\n