Sales & Marketing Planning
Marketing
Planning
With consumer expectations and spending behaviour changing radically, and businesses postponing capital spend or delaying large projects, it is more critical than ever to align planning across sales, marketing, and finance. The sales forecast is the most important input to the financial forecast, especially in B2B organisations, and can be the primary driver of strategy. When pushing down revenue targets from the corporate plan, it is key to align territories, model optimum quotas, and decide what products and markets to focus on. Having siloed sales models, typically in spreadsheets, is a recipe for failure. It makes it challenging to get a full picture of sales performance versus sales targets, or get a good idea of how sales performance is affecting the financial forecast.
For B2C companies, marketing spend is often the largest line item in the financial plan. Having disconnected planning systems across marketing, sales, and finance hampers an organisation’s ability to get a full line of sight, leading to missed revenue opportunities. An increase in marketing spend, when viewed in isolation, might appear to be a bad decision, but when teams have visibility across sales, marketing, and finance, they can see that the overspend in marketing could result in increased revenue.
For B2C companies, marketing spend is often the largest line item in the financial plan. Having disconnected planning systems across marketing, sales, and finance hampers an organisation’s ability to get a full line of sight, leading to missed revenue opportunities. An increase in marketing spend, when viewed in isolation, might appear to be a bad decision, but when teams have visibility across sales, marketing, and finance, they can see that the overspend in marketing could result in increased revenue.
Key Benefits
Real Time Visibility
Brings in a real time visibility in sales performance versus sales targets and develops a good idea of how sales performance is affecting the financial forecast.
Dynamic Allocation
By providing longer visibility it helps in adding context to plans and providing insights to decisions that lead to best results
Improved Accuracy & Efficiency
The powerful algorithms and automation capabilities help to streamline and automate manual processes, reducing the risk of errors and saving time.
Improved Decision Making
The powerful analytics and reporting capabilities translate into informed decisions that allow the business to respond quickly and stay ahead of a dynamic market.
Enhanced Collaboration
It increases the effectiveness of Sales & Marketing teams by breaking down silos and improving communication which helps in aligning efforts & goals.
Better Forecasting & Planning
Sales and Marketing teams use Planning Solutions to create detailed forecasts, scenarios, and simulations, helping to identify risks and opportunities.
Real Time Visibility
Brings in a real time visibility in sales performance versus sales targets and develops a good idea of how sales performance is affecting the financial forecast.
Dynamic Allocation
By providing longer visibility it helps in adding context to plans and providing insights to decisions that lead to best results
Improved Accuracy & Efficiency
The powerful algorithms and automation capabilities help to streamline and automate manual processes, reducing the risk of errors and saving time.
Improved Decision Making
The powerful analytics and reporting capabilities translate into informed decisions that allow the business to respond quickly and stay ahead of a dynamic market.
Enhanced Collaboration
It increases the effectiveness of Sales & Marketing teams by breaking down silos and improving communication which helps in aligning efforts & goals.
Better Forecasting & Planning
Sales and Marketing teams use Planning Solutions to create detailed forecasts, scenarios, and simulations, helping to identify risks and opportunities.
