From strategy to execution, reach every sales goal
Sales Planning
Why choose Sales Planning?
An effective sales planning tool provides a wide range of benefits that enable sales teams to work smarter, not harder. By enhancing visibility, automation, and data-driven decision-making, sales teams can increase revenue, reduce inefficiencies, and create a more agile sales process.
Improved sales forecasting and predictability
Accurate revenue projections: Advanced forecasting algorithms use historical sales data, current pipeline insights, and market trends to generate precise sales forecasts.
Scenario planning: Sales teams can create “what-if” scenarios to test the impact of pricing changes, promotions, or market fluctuations on revenue.
Risk mitigation: Identify potential gaps in the sales pipeline early, enabling proactive intervention.
Increased productivity and efficiency for the sales team
Task automation: Automate repetitive activities such as lead follow-ups, reminders, and report generation.
Sales prioritization: Identify high-priority leads and focus on opportunities most likely to convert.
Simplified collaboration: Shared visibility across sales, marketing, and operations teams ensures better alignment and reduces manual coordination.
Effective goal setting and execution of sales strategies
Alignment of sales objectives: Break down annual or quarterly goals into measurable sub-goals for each sales representative, team, and territory.
Real-time goal tracking: Continuous monitoring of goal achievement allows for quick and proactive adjustments.
Customizable targets: Dynamic quotas tailored to individual representatives, regions, or product lines create fair and achievable objectives.
Better management of sales incentives: Define motivating and rewarding commission plans for your sales teams. Provide them with real-time progress tracking towards their goals and a clear view of their potential earnings.
Our approach
Rapid deployment
Increase your success rate with OneSolutions’ proven project management methodology.
Optimized efficiency
Streamline your operations by automating repetitive tasks and using collaboration tools for smooth, seamless teamwork.
Fast ROI
Accelerate your results by implementing a large-scale, agile approach, offering a flexible solution that adapts and evolves as your business grows.
Our experience with Salesforce
Customer engagement application for a global consumer goods company
Learn how Anaplan was implemented using an agile approach to enhance sales predictability and promotion efficiency. Manual business processes (Excel) were transformed through automation and integration with the ERP, ensuring greater efficiency and business continuity.
Sales Incentive Management for a Multinational CPG Company
Learn how the Sales Incentives Management module was implemented to accelerate the commission payment process and how the system improved sales team satisfaction.
Personal concierge application for VIPs of an international sports federation
Learn how OneSolutions implemented Sales Cloud to provide visibility and predictability to our delivery teams.
Drive performance and business planning with innovative solutions from OneSolutions
Revolutionize your business planning with real-time insights
Collaborate, anticipate, and plan smarter — all on an intuitive platform. Pigment empowers your team with dynamic visualizations, flexible modeling, and real-time updates for faster and more informed decisions.
Discover how OneSolutions developed an accelerator to connect NetSuite to Pigment.
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Pigment
Unify your business planning — Make smarter and faster decisions
Transform the way you connect people, data, and plans. Anaplan offers your teams real-time collaboration, predictive insights, and scalable planning models — all on an intuitive platform.
Learn more about our expertise in managing Anaplan with full ERP integration and implementing a sales incentive management tool.
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Anaplan
Predict, plan, and win: smarter sales forecasting starts here!
Gain perfect visibility into your pipeline, revenues, and team performance. Salesforce Forecasting offers AI-powered predictions, real-time tracking, and collaborative tools to anticipate and seize every opportunity.
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Salesforce Sales Cloud
Why onesolutions?
Our Trusted Philosophies
Discover how, thanks to our proven philosophies, we always strive to advise you on what best suits your needs, deliver on our commitments with quality and focus on adding value to your business.
Project expertise
Benefit from our expertise in the realization of large-scale projects and discover how we can build a vision for your projects together.
We understand you
Discover with us how to get the best return on investment for your projects thanks to our “glocal” approach to their realization.
The customer, at the heart of your strategy!
Frédéric Dupuis
What is Sales Planning and Why Is It Important?
Sales planning is the process of setting goals, strategies, and sales activities to achieve revenue targets within a specified timeframe. It involves establishing clear objectives, allocating resources, defining sales quotas, and aligning team activities to meet these goals. Effective sales planning enables businesses to predict revenues, manage sales resources efficiently, and adapt to market changes. It provides a roadmap for sales teams, fostering accountability, efficiency, and growth.
Contact our experts for a personalized response based on your needs.
What essential sales planning tools are needed for success?
It is essential to have tools that ensure better visibility, automation, and alignment of sales activities with business objectives. Most planning platforms offer integrated features, but depending on your application environment, a “best of breed” approach might be preferred. Technology is an enabler, but what matters most is having a strong strategy to achieve your goals.
Contact our OneSolutions experts for more information.