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Easier Territory Planning
Updated July 10, 2017

Easier Territory Planning

Maggie Palumbo | TrustRadius Reviewer
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.
  • 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
  • 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 is great for moving large data sets out of Excel for analysis. It is great for scenario planning.

Anaplan Feature Ratings

9.0
Scenario modeling
9
Consolidation and Close ()
Not Rated
Financial Reporting and Compliance ()
Not Rated
8.0
Personalized dashboards
8
8.0
Flat file integration
8
Excel data integration
8
Direct links to 3rd-party data sources
8
BI Standard Reporting ()
Not Rated
Ad-hoc Reporting ()
Not Rated
Report Output and Scheduling ()
Not Rated
Data Discovery and Visualization ()
Not Rated
Access Control and Security ()
Not Rated
Mobile Capabilities ()
Not Rated

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
We rely on it heavily. The only way we wouldn't renew is if the price got significantly higher.

Anaplan Support

Issues are resolved quickly
ProsCons
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