webinar

How Finance Can Drive Revenue with a Continuous Approach to Sales Planning

Wednesday, September 25, 2019 
9:00 AM PST / 12:00 PM EST

Kimberlee West, Xactly Product Marketing Manager
Patrick Hart, Xactly Sr. Director of Financial Planning and Analysis

Budgeting and forecasting are constrained in their accuracy when they are based on old data. The moment your sales team shares their sales plan, it’s already misaligned with your business’s reality. Attrition, market changes, and client churn are a short list of factors that could render the sales plan unreliable. A continuous approach to sales planning solves this, but what does the process look like? 

During this session, Kimberlee West, Xactly Product Marketing Manager, and Patrick Hart, Xactly Sr. Director of Financial Planning and Analysis, will share the Xactly story of transitioning to a data-driven continuous planning approach. 

You will learn:

  • The benefits of a data-driven iterative approach to sales planning  to increase alignment and drive revenue by an average of 14%
  • Tips to improve coordination with sales leadership and sales ops to create sales plans you actually use
  • Best practices to transition to a continuous approach that shortens sales plan development and management time up to 25% and reduces gap errors 10%