Why an Annual & Manual Sales Planning Process Won't Cut It Anymore

It's the start of Q4, and you sit down to plan next year's sales targets and strategy. You review this year's targets and realize the goals set a year ago feel inadequate or no longer make sense. For some businesses, the cost of these incorrect assumptions is measured in millions. 

And as you start to dig into the numbers, you realize the team: 

  • Missed sales opportunities due to territory coverage, rep turnover, or failure to react quickly to market changes.
  • Underutilized time or technology because they were singularly focused on outdated goals.
  • Grew frustrated due to team turnover, seemingly unfair territory coverage, or leadership's inability to react quickly.

Alejandro Bellarosa 7 minute read

What is Sales Planning Really?

In this post, we're going to challenge some assumptions about what sales planning involves, give you actionable tips on who should really own it, and give you the details on why getting it right is...

Alejandro Bellarosa 8 minute read

Meet Our Contributors

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Martin Fleming

CHIEF REVENUE SCIENTIST

Accredited economist, technology strategist, and author with expertise in creating ground-breaking global strategies.

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Scott Barton

Curtis Schroeder

SENIOR DIRECTOR, PRODUCT MARKETING

Experienced sales and marketing strategist with 15 years of experience.


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Jacklyn Lane

Jacklyn Lane

PRODUCT MARKETING MANAGER

Experienced marketing specialist with proven analytical approaches to bringing SaaS products and solutions to market.

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