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Guide

The Complete Sales Planning Handbook

Learn everything you need to know, including best practices for sales capacity, quota, compensation, forecasting, and territory planning in this complete handbook to sales planning.

Manual sales planning just doesn't cut it anymore. Today's world is growing more digital in response to a need for quicker decision-making. 

While your gut instinct might point you in the right direction, when you use data to guide planning, you can increase performance and sales productivity.

Automated, data-driven solutions simplify the sales planning process and set accurate baselines. Using intelligent insights to back decisions and continuously analyze your sales processes empowers you to proactively monitor and optimize plans to adapt to market conditions on a quarterly, monthly, or even daily basis.

Strong sales performance starts with strategic planning. Discover everything you need to know in this step-by-step sales planning handbook. In the guide, you'll get first-hand knowledge of critical planning functions, such as how to:

  • Model for different sales coverage scenarios
  • Understand resource and capacity management
  • Accurately plan sales quotas
  • Balance territory design
  • Leverage AI/ML to optimize and forecast sales pipeline
  • Automate and simplify incentive compensation processes

Download your FREE copy for best practices and tips!

  • Sales Planning
  • Territory Management