Easier Territory Planning
Updated July 10, 2017
Easier Territory Planning
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Anaplan
Currently we are using Anaplan for account ownership and territory planning. We are about to role out Anaplan for incentive compensation. Our current use saves us tons of time from our Excel planning and allows us to see the impact of proposed changes without trying to manipulate a large Excel file and worry about version control. An additional benefit from our implementation is quick and easy reporting on account ownership. Having incentive compensation in Anaplan will allow us to integrate the two instances and see the impact of account moves to compensation and vice versa see the impact to sales reps pay based on their books of potential compensation changes.
Pros
- Calculate values based on data in other files; we use this for scoring accounts
- See the impact of new scenarios and potential changes; we do this with proposed territory changes
- Quick and easy reporting on your current setup
Cons
- Logistics and relationships of data are complicated if you do not have a data background
- Formulas are difficult without a data background
- We need more storage, we have large data sets
- Excel
Before Anaplan we used Excel. This was time-consuming, had version control issues, crashed, and was limiting in scenario planning. Moving to Anaplan immediately saved us time, eliminated version control issues, allowed us to quickly do scenario planning and had the added benefit of quick and easy reporting. We have a lot of data and we ran into data limitations in Excel that we do not have in Anaplan.
Anaplan Feature Ratings
Using Anaplan
30 - Sales Operations and Sales Incentives
10 - Data analysts and compensation analysts.
- Territory alignment and planning
- Compensation analysis
- Capacity Planning
- Forecasting
- Compensation modeling
Anaplan Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Yes - I believe it is included
Anaplan is always willing to find us answers and they provide forums to get best practices from other clients
Comments
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