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Sales Planning
Sales Planning

Salesforce› offers Sales Planning

ProductOperating Status: Currently Offered

Sales Planning is Salesforce's sales planning software for building sales plans, territories, quotas, and account assignments on CRM data.

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Overview
News

Sales Planning is a sales planning application from Salesforce that builds sales plans directly on CRM data. It supports hierarchy management, segment design, and territory planning, and distributes quotas and targets through a metric allocation engine. Plans are stored in a centralized plan library that records revisions for change management and audits.

Salesforce sells the application on a per-user subscription billed annually within its sales product family, alongside Salesforce Spiff, Salesforce Maps, and Revenue Intelligence. Segment analysis draws on Salesforce CRM Analytics, and customizable plans let teams model scenarios such as new companies, divestitures, and mergers. Salesforce customer references for the application include Michelin.

Sales Planning - Classification

Industry
  • Sales
Tags
  • Sales Planning

Sales Planning - Direct Competitors

  • Fullcast

    Fullcast logo

    Fullcast Plan

    fullcast.io

  • Oracle

    Oracle logo

    Oracle Sales Planning

    oracle.com

  • Anaplan

    Anaplan logo

    Territory and Quota Planning

    anaplan.com

  • Workday

    Workday logo

    Workday Adaptive Planning

    workday.com

  • Xactly

    Xactly logo

    Xactly Plan

    xactlycorp.com

AttributeSales PlanningFullcast PlanOracle Sales PlanningTerritory and Quota PlanningWorkday Adaptive PlanningXactly Plan
ProviderSalesforcesalesforce.com65.4M raised · PublicFullcastfullcast.io47.5M raised · Series COracleoracle.comPublicAnaplananaplan.comWorkdayworkday.com230.6M raised · PublicXactlyxactlycorp.com
Founded199920171977—20052005
Sells ToEnterprise, Small BusinessEnterpriseEnterprise, Small Business—Enterprise—
Pricing ModelRecurringRecurring, SoftwareRecurring, Software, Transactional—Recurring—
OwnershipPublicPrivate Equity, Venture CapitalPublic—Public—
Sales Planning

Provider Salesforcesalesforce.com65.4M raised · Public

Founded 1999

Sells To Enterprise, Small Business

Pricing Model Recurring

Ownership Public

Fullcast Plan

Provider Fullcastfullcast.io47.5M raised · Series C

Founded 2017

Sells To Enterprise

Pricing Model Recurring, Software

Ownership Private Equity, Venture Capital

Oracle Sales Planning

Provider Oracleoracle.comPublic

Founded 1977

Sells To Enterprise, Small Business

Pricing Model Recurring, Software, Transactional

Ownership Public

Territory and Quota Planning

Provider Anaplananaplan.com

Founded —

Sells To —

Pricing Model —

Ownership —

Workday Adaptive Planning

Provider Workdayworkday.com230.6M raised · Public

Founded 2005

Sells To Enterprise

Pricing Model Recurring

Ownership Public

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    Sales Hub

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    HubSpot Forecasting

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    Sales Enablement Platform

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    6sense Sales Copilot

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    Factors.AI Sales Intelligence

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    Pipedrive — Sales CRM

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    Intelligent Workflows for Sales

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    Sales Forecasting

    revenuegrid.com

  • Cube Platform logo

    Cube Platform

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  • Salesforce Service Cloud — Service Management logo

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