Planning sales territories and sales quotas Software

Planning sales territories and quotas

To implement your sales strategy, you need a robust territory and quota management solution that simplifies your process. Planning territories and quotas and tracking progress over time can be difficult task, especially in companies with complex sales structures. Find out how Jedox can simplify planning even the most multifaceted environments.

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Data-driven, transparent planning and adjustments

Territory plans and sales quotas (T&Q) are crucial for sales strategy implementation. Sales staff motivation and their success heavily depend on them. For the increasingly complex, multidimensional territory plans, sales controllers dependent on disconnected Excel files become quickly time-strapped.

Simplification of quota assignments and prompt quota adjustments to reflect new developments are the prerequisite for long-term survival. Sales leaders need always-on access to actual, planned, and forecast data along with the ability to identify deviations and capacity bottlenecks. To make this possible, software that combines all relevant data and goes beyond the possibilities of Excel is indispensable.

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The planning possibilities with Jedox are endless. We don‘t know how we ever managed without it!

Marion Seidenstücker – Head of Central Group Controlling
Vivantes

Integrate territory and quota planning and management

Tailoring sales territories and setting realistic quotas require centrally available data that is integrated and easy to access. Jedox offers a lightning-fast and scalable, single source of truth. Data from Salesforce and other source systems is automatically integrated via “out of the box” Jedox Integrator interfaces.
Creating territory plans and sales quotas per team and employee is supported by Jedox in both bottom-up, top-down, and driver-based planning. Automated, AI-driven forecasts allow proactive adjustments of territory allocation and assigned quotas, leading to more sales, faster growth, and more motivated employees. Direct integration into Salesforce and other CRM solutions mean users collaborate and plan within familiar environments.

Discover our prebuilt planning solution for Salesforce

Planning for Salesforce

A solution with native integration to Salesforce CRM for agile sales planning and forecasting. Connect enterprise data sources and leverage sales analytics and automated sales forecasting with intelligent predictions.

Adapt to market conditions

Speed up and simplify the planning of sales territories and sales quotas.

Uncover unrealized potential

Models with predefined logic options allow fast and data-driven planning of sales territories. Quotas can be easily defined and flexibly adjusted.

Plan and grow more effectively and efficiently

Jedox combines and integrates all planning processes and data based on a unified platform solution — all without the need for tedious manual work in disconnected Excel files.

More resilience through scenario analyses

Explore different scenarios and prepare yourself optimally for what lies ahead. This keeps you agile and focused on the essentials.

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See Jedox in action

Request a live demo with one of our experts today!