Sales planninng windows show fiscal year plan and plan hierarchy with pop-outs for org budget and territory assignments.

Sales Planning

Reach revenue goals faster with sales planning software that optimizes plans for customer coverage. Maintain flexibility to adjust to changes fast. Confidently set balanced sales targets, quotas, and headcount efficiently — all within Salesforce.

Start the planning process quickly.

Structure the plan off the organization’s operations and results. Automate data entry of both standard and custom Salesforce objects and fields. Free up hours and eliminate data transcription errors during the initial setup of a plan with the direct connection of Sales Planning. Use templates that draw directly from Salesforce Enterprise Territory Management, role hierarchy, or manager hierarchy.

A sales planning window gives options to start a sales plan with template options or start a plan from scratch.

Design and build plans with the data most relevant to the business. Use the same intuitive sales planning process across custom scenarios, including new companies, divestitures, and mergers.

A sales planning window lets you start a plan from scratch based on your company's unique characteristics.

View in-progress and historical plans in all in one place. Track new plans and modifications to existing plans across the organization. Maintain a record of edits for change management and audit purposes.

A sales planning window shows a list of sales plans who created them, who edited them, and when.
A sales planning window gives options to start a sales plan with template options or start a plan from scratch.
A sales planning window lets you start a plan from scratch based on your company's unique characteristics.
A sales planning window shows a list of sales plans who created them, who edited them, and when.

Configure sales plans easily.

Ensure that segmentation, allocation, and target setting accurately reflect the organization's sales structure with a responsive hierarchy manager. Make small adjustments to the sales structure or make broader changes across the board efficiently. Add, remove, or modify hierarchy levels both across and within regions.

A sales plan builder window shows an orgs hierarchy in the Americas by region with a pop out that adds hierarchy items.

Explore records and imported third-party data at scale without constraints — backed by the intelligence of Salesforce CRM Analytics. Filter, evaluate, and segment customers easily by key demographics, attributes, and data. Exempt data to further focus the ongoing planning process.

An accounts window shows all accounts segmented by industry with a breakdown of stats like revenue and number of employees.

Benefit from a dynamic, interconnected planning process from the hierarchy to segmentation to metrics. Ensure that any changes made in any step are reflected across the plan and give everyone the same comprehensive view. Move between and within process steps with an ever-present navigation menu.

3 windows show the ability to update 3 territories in different windows by hierarchy, assignment, and allocation.
A sales plan builder window shows an orgs hierarchy in the Americas by region with a pop out that adds hierarchy items.
An accounts window shows all accounts segmented by industry with a breakdown of stats like revenue and number of employees.
3 windows show the ability to update 3 territories in different windows by hierarchy, assignment, and allocation.

Optimize sales plans with confidence.

Get rid of slow manual calculations and alignments that can often result in errors. Speed up and improve data selection in the planning process. Balance the accounts, reps, records, and territories against business priorities and constraints with efficiency and automation — all inside Sales Planning.

An assignment window shows a rep's view of his territories with a hierarchy level, segments, owners, and quota.

Set targets to measure and improve the sales team's performance. Distribute and track targets across teams as a reference point for the next planning cycle — including quotas, budgets, pipe, and other relevant measurements.

A sales planning window shows a quota status, hierarchy, and an option to allocate. A pop-out has allocation breakdown.

Maintain alignment across independent teams without impeding progress. Track progress toward completion within each area with visual guides and dynamic check points. Review and get approval for sales plans across stakeholders. Publish plans upon completion or schedule future deployment.

A sales planning window shows a company's quota, revenue, budget, and headcount metrics.
An assignment window shows a rep's view of his territories with a hierarchy level, segments, owners, and quota.
A sales planning window shows a quota status, hierarchy, and an option to allocate. A pop-out has allocation breakdown.
A sales planning window shows a company's quota, revenue, budget, and headcount metrics.

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Sales Planning FAQ

Sales planning is the process of defining sales targets and outlining a strategy to achieve them through scenario modeling and resource allocation.

Navigating business shifts and ensuring that sales can operate effectively requires having the most up-to-date information across every channel, for every business process, and throughout the customer lifecycle.

Sales Planning features support for both standard and custom objects. If it is a record that is managed in CRM, it can be included.

No. Some of the visualization technology is related, but Salesforce Maps is a separate Salesforce solution built for optimizing scheduling and field execution.