How to Use Data for Agile Sales Planning

THE SALES OPS LEADER'S GUIDE

Click through the chapters below to learn how automation helps you leverage your sales data to make strategic decisions and plan more effectively.

READ CHAPTER ONE

How to Use Data for Agile Sales Planning

THE SALES OPS LEADER'S GUIDE

Click through the chapters below to learn how automation helps you leverage your sales data to make strategic decisions and plan more effectively.

READ CHAPTER ONE

How to Use Data for Agile Sale Planning

THE SALES OPS LEADER'S GUIDE

Click through the chapters below to learn how automation helps you leverage your sales data to make strategic decisions and plan more effectively.

READ CHAPTER ONE

How to Use Data for Agile Sales Planning

THE SALES OPS LEADER'S GUIDE

Click through the chapters below to learn how automation helps you leverage your sales data to make strategic decisions and plan more effectively.

READ CHAPTER ONE

Implementing Agile Sales Planning

CHAPTER 2

Implementing Agile Sales Planning

Access to data gives you access to real-time performance insights, the ability to proactively course correct sales plans and maximize productivity. 
CHAPTER 2

Optimizing Territory Alignment

CHAPTER 3

Optimizing Territory Alignment

A data-driven strategy helps you use data to map out sales territories that maximize opportunities, rep productivity, and capacity needs.
CHAPTER 3

Maximizing Capacity & Quotas

CHAPTER 4

Maximizing Capacity & Quotas

Data-driven resource planning helps you hire and ramp at the right rate to cover territories effectively, allocate quotas properly, and hit goals.
CHAPTER 4

Adopting a Data-driven Strategy

CHAPTER 5

Adopting a Data-driven Strategy

Take advantage of your sales performance data and use it to kickstart a transformation to become a data-driven sales organization.
CHAPTER 5

USING DATA EFFECTIVELY

Eliminating the Data Headache

Today’s competition is increasing at an unprecedented pace. Sales Operations leaders must assemble data, identify key insights, and employ best practices when it comes to designing effective sales plans--ensuring their sales team is successful in their day-to-day activities. 

 

So what happens when they don’t have access to real-time, accurate data? They lack access to a single source of truth—and they must search through multiple spreadsheets and homegrown systems that are riddled with errors. Here’s the problem: organizations can’t be efficient or aligned operating this way.

 

Automation solves this.

 

Aligning organizations around a single data source helps eliminate pesky inaccurate spreadsheet formulas, reduce the time sales team spends on data analysis, and gives immediate access to key insights for planning—so companies can trust that their decisions are based in fact.

USING DATA EFFECTIVELY

Eliminating the Data Headache

Today’s competition is increasing at an unprecedented pace. Sales Operations leaders must assemble data, identify key insights, and employ best practices when it comes to designing effective sales plans--ensuring their sales team is successful in their day-to-day activities. 

 

So what happens when they don’t have access to real-time, accurate data? They lack access to a single source of truth—and they must search through multiple spreadsheets and homegrown systems that are riddled with errors. Here’s the problem: organizations can’t be efficient or aligned operating this way.

 

Automation solves this.

 

Aligning organizations around a single data source helps eliminate pesky inaccurate spreadsheet formulas, reduce the time sales team spends on data analysis, and gives immediate access to key insights for planning—so companies can trust that their decisions are based in fact.

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