Sales Planning Quick Start

$4,999 Completion Timeline:
Approximately 4 Weeks

Call (800) 951-7651 or email [email protected] for more information.

Project Kickoff and Business Process Reviews

  • We’ll assign a consultant to kick off your project once we’ve been granted access and begin scheduling strategy sessions with your team.

Allocation Metric Customization

  • We’ll set up rules for record assignments, such as industry, number of employees, location, and historical revenue.

Assignment Setup

  • We’ll create up to two Teams for tracking compensation by role or department within the company.

Create Geographical Boundaries

  • We’ll create geographical boundaries on countries, states, or postal codes.

Segmentation Group Configuration

  • We’ll create segmentation groups based on revenue, strategic level, custom status, or contract length.

Scenario & Approvals Implementation

  • Finally, we’ll activate your sales plan following a custom approvals process.

Sales Plan Training

  • We’ll conduct one hour of sales planning training to ensure your team can continue to refine and update your sales plan