1/9 - Sales Planning Hands-on Workshop - 9 AM PT | Noon
Register now!
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.
Deliver plans that perform with sales planning software.
Keep sellers on track with sales plans that are easy to build and optimize.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Extend the power of sales planning software with these related products.
Salesforce Maps
Bring location intelligence into your CRM to help reps visualize data and boost field productivity.
Revenue Intelligence
Close faster by equipping sales with purpose-built analytics and actionable insights throughout the sales cycle.
Sales AI
Guide sellers at every step of the sales cycle with Einstein-informed intelligence built into your CRM.
Sales Planning Pricing
Start by selecting your Sales Cloud edition. Some editions already include components of Sales Planning right out of the box. For the others, you can easily add Sales Planning at the associated price point.
Sales Planning
Design, optimize, and pivot your business with agile sales plans.
$
75
USD/User/Month
(Billed annually)
- Hierarchy Management
- Segment Design
- Territory Planning
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
Salesforce helps us automate and simplify the planning process. We anticipate saving thousands of hours, and it’s setting us up to be a more agile organization.
Todd HannaDirector, Digital Solutions, Michelin
Join the Salesblazer Community.
Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.
Become a Salesblazer with free, guided learning on Trailhead.
Hit the ground running with sales planning software tips, tricks, and best practices.
Ready to take the next step with the world’s #1 AI CRM for Sales?
Start your trial.
Try Sales Cloud free for 30 days. No credit card, no installations.
Talk to an expert.
Tell us a bit more so the right person can reach out faster.
Stay up to date.
Get the latest research, industry insights, and product news delivered straight to your inbox.
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.