Anaplan Sales Planning for Dynamics 365

Anaplan Sales Planning helps sales leaders figure out how to focus their sales organization on optimal segments and sales motions, giving each seller the best chance of hitting their numbers and removing friction from the process. By providing a holistic view into the drivers of sales performance, Anaplan helps sales leaders design effective quotas, productive territories, and optimal sales coverage models to hit their numbers.

Selling in a world of constant change is made easier with Anaplan’s unique and powerful platform capabilities, which enable sales leaders to make better, more informed decisions when it comes to pivoting strategies and optimizing plans across the enterprise. By connecting revenue strategies and go-to-market plans with sales execution across the enterprise, sales leaders can drive consistent revenue growth and improve business outcomes.

Anaplan for Sales Planning

• Quota Planning: Design quotas that motivate your sellers and align to corporate objectives
• Territory Planning: Create fair and balanced territories to keep sales focused and productive
• Sales Capacity: Optimize sales coverage to hit targets and maximize sales performance
• Coverage & Entitlements: Eliminate overlaps and coverage gaps, and adjust plans on the fly to accommodate changes in headcount, sales capacity, market disruptions, and shifting priorities.
• Market Segmentation & Scoring: Streamline the prioritization of accounts with the greatest revenue potential

Platform Capabilities

• “What if” scenario and multi-dimensional modeling, powered by our patented Hyperblock® calculation engine, producing ultra-fast calculations at unprecedented scale so you can anticipate market changes.
• Built-in dashboards, reporting, and analytics with data visualization providing a single source of truth on business performance.
• Best-in-class security and compliance with role-based access control, user management, SSO support with SAML 2.0 compliance, and data encryption.
• A highly extensible ecosystem — collect and analyze data in a single location using APIs, ETL connectors, and built-in integrations with other solutions.

Integration with Microsoft Dynamics 365

• Deployable Cloud Package for Anaplan Sales Solutions
• Bi-directional integrations for bulk and transactional AI data transfers
• Pre-built Data Hub and Starter Spoke Models
• Service Wrapper for easy deployment, automation, and end-user trigger control