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Sales planning windows show fiscal year plan and plan hierarchy with pop-outs for org budget and territory assignments. [Sales planning 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 optimises plans for customer coverage. Maintain flexibility to adjust to changes fast. Confidently set balanced sales targets, quotas and headcount efficiently all within Salesforce.

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Deliver plans that perform with sales planning software.

Keep sellers on track with sales plans that are easy to build and optimise.

Start the planning process quickly.

Data-Driven Planning

Structure the plan off the organisations operations and results. Automate data entry of both standard and customised Salesforce objects and fields. Free up hours and eliminate data transcription errors during the initial set-up of a plan with the direct connection of Sales Planning.

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

Customisable Plans

Design and build plans with the data most relevant to the business. Use the same intuitive sales planning process across customised 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. [A sales planning window lets you start a plan from scratch based on your company's unique characteristics.]

Centralised Plan Library

View in-progress and historical plans in all in one place. Track new plans and modifications to existing plans across the organisation. 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 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 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 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. [A sales planning window shows a list of sales plans who created them, who edited them and when.]

Configure sales plans easily.

Organisational Flexibility

Ensure that segmentation, allocation and target setting accurately reflect the organisation'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 organisation's hierarchy in the Americas by region with a pop out that adds hierarchy items. [A sales plan builder window shows an organisation's hierarchy in the Americas by region with a pop out that adds hierarchy items.]

Segment Analysis

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

Connected 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.

3 windows show the ability to update 3 territories in different windows by hierarchy, assignment, and allocation. [3 windows show the ability to update 3 territories in different windows by hierarchy, assignment, and allocation.]
A sales plan builder window shows an organisation's hierarchy in the Americas by region with a pop out that adds hierarchy items. [A sales plan builder window shows an organisation's 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. [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. [3 windows show the ability to update 3 territories in different windows by hierarchy, assignment, and allocation.]

Optimise sales plans with confidence.

Intelligent Assignment

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

Metric Allocation Engine

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

Progress Indicators

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. [A sales planning window shows a company's quota, revenue, budget, and headcount metrics.]
An assignment window shows a representative's view of his territories with a hierarchy level, segments, owners, and quota. [An assignment window shows a representative'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 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. [A sales planning window shows a company's quota, revenue, budget, and headcount metrics.]

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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.

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Sales Planning

Design, optimise and pivot your business with agile sales plans.
$ 75
USD/User/Month
(Billed annually)
  • Hierarchy Management
  • Segment Design
  • Territory Planning
Contact us

This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.

View detailed pricing
Photo of Todd Hanna Director of Digital Solutions at Michelin [Photo of Todd Hanna Director of Digital Solutions at Michelin]

Salesforce helps us to automate and simplify the planning process. We anticipate saving thousands of hours and its setting us up to be a more agile organisation.

Todd Hanna
Director, Digital Solutions, Michelin

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Hit the ground running with Sales Planning software tips, tricks and best practices.

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Article

Learn how to create a sales plan with this complete guide.

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Article

Discover how to design and optimise your territory plan.

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Sales Planning at Salesforce [Sales Planning at Salesforce]
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Sales Planning Software FAQs

  • Sales Planning
  • Common Questions

What is sales planning software?

Sales planning software is a tool that helps businesses set and manage sales targets, allocate resources to ensure reps have adequate sales support and track progress to optimise sales performance.

Why is sales planning software important?

Sales planning software is crucial for aligning reps sales priorities with business objectives, and enhancing overall sales efficiency.

What are the benefits of sales planning software?

Sales plans are the foundation of a sales strategy and sales planning software not only helps you to cut down on the time and effort of creating a sales plan but also aligns it to your company's goals and positions your sellers for success.

Key features to consider when choosing sales planning software

Sales planning software needs will vary by team, but look for these key features: goal-setting, quota-setting, territory mapping, reporting on team and individual performance, and integration with existing systems (esp. the CRM).

What should I be looking for in choosing the right sales planning software for my business?

Your sales data is essential to building a reliable sales plan. You need to be able to analyse your data to make a sales plan actionable. Finally, you need to be able to easily implement your sales plan for it to make a sales plan real. The best sales planning software needs to deliver on these three core tenets.

Writers drafted these FAQs with the help of AI.

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