Welcome to The Complete Guide to Sales Planning


In the sector of sales, two key terms are as closely related and linked as “brick and mortar”, or “cause and effect”. And there is nothing random about those pairing examples, either. Territory planning and quota allocations are built into the very foundations of sales strategies and behaviors. Therefore, understanding what they are both as separate concepts and in unison is vital. From that, it’s possible to appreciate what smarter sales planning can bring to your business and why a tailored software solution can eliminate those bruising pain points, such as repeated spreadsheet error and unbalanced territories which result in mistrust within your sales team.

This guide covers more than territory and quota planning basics; not only will we recap and say farewell to the plethora of issues that come with an insufficient strategy; it clears a path to the multitude of benefits and advantages a smarter planning solution can deliver.

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