Salesforce offers Sales Planning
Product
Sales Planning is Salesforce's sales planning software for building sales plans, territories, quotas, and account assignments on CRM data.
- Currently Offered
Sales Planning is Salesforce's sales planning software for building sales plans, territories, quotas, and account assignments on CRM data.
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.
Fullcast Plan is territory, quota, and scenario planning software that syncs go-to-market plans with CRM data.
Oracle Sales Planning is Oracle's cloud application for quota planning, territory modeling, and sales forecasting within Oracle EPM.
Anaplan Territory and Quota Planning designs sales territories and allocates quotas on connected planning data.
Workday Adaptive Planning is an enterprise planning platform for budgeting, forecasting, and reporting across finance and broader business functions.
Xactly Plan is sales and revenue planning software for modeling coverage, territories, quotas, and capacity.
Fullcast Plan is territory, quota, and scenario planning software that syncs go-to-market plans with CRM data.
Oracle Sales Planning is Oracle's cloud application for quota planning, territory modeling, and sales forecasting within Oracle EPM.
Anaplan Territory and Quota Planning designs sales territories and allocates quotas on connected planning data.
Workday Adaptive Planning is an enterprise planning platform for budgeting, forecasting, and reporting across finance and broader business functions.
Xactly Plan is sales and revenue planning software for modeling coverage, territories, quotas, and capacity.
Geopointe is Salesforce-native mapping software for territory, route, and coverage planning.
HubSpot Forecasting is the sales forecasting capability within HubSpot's CRM platform.
Maptive is sales-territory-mapping software that visualizes accounts and optimizes territories.
6sense's Sales Copilot is an AI assistant that points sellers to in-market accounts and drafts outreach inside their workflow.
6sense's sales intelligence offering that surfaces in-market accounts, buying-stage signals, and buying-group members to sellers inside their existing workflows.
Cube Platform is an FP&A product that centralizes planning, budgeting, and reporting data for finance teams.
Geopointe is Salesforce-native mapping software for territory, route, and coverage planning.
HubSpot Sales Hub is the sales software within HubSpot's customer platform.
HubSpot Forecasting is the sales forecasting capability within HubSpot's CRM platform.
Maptive is sales-territory-mapping software that visualizes accounts and optimizes territories.
6sense's Sales Copilot is an AI assistant that points sellers to in-market accounts and drafts outreach inside their workflow.
6sense's sales intelligence offering that surfaces in-market accounts, buying-stage signals, and buying-group members to sellers inside their existing workflows.
Pipedrive provides a sales-focused CRM with visual pipeline management for small and midsize sales teams.
Cube Platform is an FP&A product that centralizes planning, budgeting, and reporting data for finance teams.
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