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What is SAP SuccessFactors Territory and Quota?

SAP SuccessFactors Territory and Quota is a cloud-driven platform tailored to streamline sales planning operations. By effectively aligning quotas and territories with market potential, businesses can significantly enhance the productivity of their teams, ultimately driving favorable business results. This solution simplifies both financial and sales planning, empowering organizations to optimize their sales territories, establish fair quotas, and significantly boost revenue generation. Its cloud-based deployment allows for rapid implementation, giving users quick access to its comprehensive features. Additionally, the platform incorporates AI-enhanced territory planning and modeling, which leads to better optimization of sales strategies. Continuous sales forecasting and quota management ensure that teams remain aligned with evolving business objectives. Moreover, the inclusion of visualization and mapping tools offers real-time insights into sales performance, allowing for informed decision-making. By utilizing AI-driven territory planning based on strategic KPIs, organizations can unlock greater market potential and improve essential business outcomes. Furthermore, implementing both top-down and bottom-up planning methodologies, alongside expected and best-case scenarios, enhances the accuracy of sales plans and effectively boosts quota achievement. This all-encompassing approach equips companies with the tools they need to adeptly navigate the complexities of the sales environment, fostering greater agility and confidence in their strategies. Through these advanced capabilities, organizations can not only respond to market changes but also anticipate and capitalize on emerging opportunities.

What is Plan2Win?

With Account Plan Pro, your team can significantly improve the creation and implementation of strategic account plans with greater efficiency. Seamlessly integrated into your Salesforce environment, it offers valuable insights into essential account management, active opportunities, and the overall sales pipeline. This tool is designed to work with both Lightning and Classic User Interfaces, making it versatile. Accessible from anywhere with an internet connection, whether in the office or while traveling, it empowers salespeople by clarifying their objectives for each sales interaction, which enhances satisfaction for customers, sales representatives, and sales managers alike. This heightened clarity not only boosts individual performance but also fosters overall success for your sales organization. Additionally, our Pre Call Plan template enhances the action planning capabilities of SalesForce.com, ensuring your sales team is equipped with clear goals and anticipated outcomes prior to making a call or scheduling a customer meeting, leading to improved results and a more focused sales effort. By leveraging these tools and strategies, your team can navigate the complexities of account management with confidence and precision.

Media

Media

Integrations Supported

SAP Joule
SAP SuccessFactors
Salesforce

Integrations Supported

SAP Joule
SAP SuccessFactors
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SAP

Date Founded

1972

Company Location

United States

Company Website

www.sap.com/products/hcm/territory-and-quota.html

Company Facts

Organization Name

Plan2Win Software

Date Founded

2007

Company Location

United States

Company Website

www.plan2winsoftware.com

Categories and Features

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

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