Account Segmentation and Scoring

Create a bullet-proof sales strategy using Anaplan to segment account by any attribute to uncover new opportunities and potential revenue growth.

Where is my market opportunity and potential? What accounts have generated the most revenue historically? How do I best assign sales resources to accounts? Anaplan enables you to answer these tough questions by segmenting accounts by any attribute to uncover new opportunities and potential revenue growth so you can create a bullet-proof sales strategy.

Information

Business Function

SalesTerritory & Quota Planning

Industry

All Industries

App Last Updated

October 11th, 2015

Size

775 MB

Language

English

Connects to

Three built in SFDC connectors

App stats

Modules

36

Roles

3

Formulas

129

Reports

69

Complexity

Intermediate

Why Anaplan for Account Segmentation and Scoring?

• Uncover market opportunity and revenue potential
• Gain insight to improve territory coverage ad quota dissemination
• Allocate sales resources to top opportunities
• Determine sales resources and roles for assignment

Use sales analytics to segment and score opportunities and accounts to uncover market opportunity and revenue potential that might otherwise not have been recognized.

Optimize the territory coverage model and quota setting process by leveraging sales analytics and insight gained from account segments.

Categorize accounts by any number of unique segments so appropriate sales resources can be assigned. Accounts can then be scored for prioritization.

Assign appropriate sales resources to the right roles by segmenting and scoring accounts, thereby matching top sales performers with high-revenue/high-potential accounts.