Sales Planner
6.2#14 in quota management softwareFrom €1,347 a yearWeb
Visit| Fact | Sales Planner | Workday Adaptive Planning |
|---|---|---|
| Forecasting | The planning module works backwards from a year-five revenue target to calculate pipeline, win rates, and capacity needs. | Yes |
| Headquarters | Würzburg, Germany | Pleasanton, California, United States |
| Intended users | The product targets software and IT sales organisations, including ISVs, VARs, software houses, and managed service providers. | Workday describes the product as empowering decision-makers across the enterprise and says organizations of all sizes can use it. |
| Purpose | Sales Planner helps owners, managing directors, and sales leaders at IT and software companies assess sales maturity, build a five-year plan, and steer its execution. | Workday Adaptive Planning supports companywide financial planning, forecasting, budgeting, and analytics. |
| Security | The maker describes Sales Planner as encrypted and secure. | Workday lists single sign-on as an included capability and provides an unlimited audit trail. |
| Support | The subscription includes ongoing updates and support, while the lifetime plan includes priority support and future updates. | The pricing page includes 24/7 support, training resources, and Workday Community. |
Sales Planner suits leaders in software and IT sales organisations who need maturity assessment, five-year planning, scenario comparisons, and weekly execution tracking.
It suits organizations seeking companywide planning and modeling across finance and operations, with tools for decision-makers and collaboration. Teams that rely on Salesforce data imports should check the listed import restrictions.