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.

Review account segmentation based on industry, revenue, sales volume, employee headcount, wallet share, and tenure.
Review account segmentation based on industry, revenue, sales volume, employee headcount, wallet share, and tenure.
Find your company’s 80/20 rule with visualizations of sales volume and number of accounts for each segment.
Find your company’s 80/20 rule with visualizations of sales volume and number of accounts for each segment.
Create segments unique to your business. Customize account scoring to provide value and ranking to all accounts within segments.
Create segments unique to your business. Customize account scoring to provide value and ranking to all accounts within segments.
Visualize and analyze segments by geography and industry.
Visualize and analyze segments by geography and industry.

Information

Business function

Sales; Territory & Quota Planning

Industry

All industries

Size

775 MB

Language

English

Connects to

Three built in SFDC connectors

Stats

Modules

36

Roles

3

Formulas

129

Reports

69

Complexity

Intermediate

Why Anaplan for Account Segmentation and Scoring?

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

Optimize the territory coverage model and quota-setting process by leveraging sales analytics and insights 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.