The Complete Sales Planning Handbook

What You Need to Know to Build the Right Structure for a Successful Year

Sales planning is a fundamental part of successful sales organizations. Therefore, the more accurate your assumptions, the better your sales team is armed for the year ahead. Manual planning is time-consuming, inaccurate, and often based more on gut instinct than data science.

The strongest sales plans are automated, data-driven, continuously analyzed, and collaborative. Automated, data-driven solutions help companies simplify their sales planning process and set accurate assumptions. Discover everything you need in this step-by-step sales planning handbook. In the guide, you’ll critical planning functions, including how to:

  • model for different sales coverage scenarios
  • understand resource and capacity management
  • proper quota planning
  • balanced territory design

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