Sales Planning Software | Salesforce UK

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text__blade--link_below text--center theme--light_gradient" data-module-id="1670626678406_1b4x" data-module-name="Deliver plans that perform with sales planning software. " data-module-position="1" data-module-type="headline" data-module-track-impressions=""> <header class="text__blade-heading eyebrow--large "> <h2 class="headline text__headline--large" style=" "> Deliver plans that perform with sales planning software. </h2> <div class="blade__description "> <p>Keep sellers on track with sales plans that are easy to build and optimise.</p> </div> </header> </article> </div> </section> </div><div data-blade-id="1679768474348_15tk" data-blade-position="3" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1679768474348_15tk" class="relative productfeature--blade blade_layout--left" > <div class="container"> <div class="relative grid grid_main productfeature__content theme--light_gradient "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Start the planning process quickly. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Tailored Templates" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1679768474324_11mj-11" class="accordion__trigger" id="show-hide1679768474324_11mj-11" aria-label="Tailored Templates"> <span class="accordion__title relative"> Tailored Templates <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1679768474324_11mj-11" id="rel1679768474324_11mj-11"> <div class="accordion__description"> <p>Structure the plan off the organisation’s operations and results. Automate data entry of both standard and custom Salesforce objects and fields. Free up hours and eliminate data transcription errors during the initial setup of a plan with the direct connection of Sales Planning. Use templates that draw directly from Salesforce Enterprise Territory Management, role hierarchy, or manager hierarchy.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1679768474324_11mj-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?w=1024" class="image__asset" alt="A sales planning window gives options to start a sales plan with template options or start a plan from scratch. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Customisable Plans" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442240964_1akg-22" class="accordion__trigger" id="show-hide1682442240964_1akg-22" aria-label="Customisable Plans"> <span class="accordion__title relative"> Customisable Plans <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442240964_1akg-22" id="rel1682442240964_1akg-22"> <div class="accordion__description"> <p>Design and build plans with the data most relevant to the business. Use the same intuitive sales planning process across custom scenarios, including new companies, divestitures, and mergers.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442240964_1akg-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?w=1024" class="image__asset" alt="A sales planning window lets you start a plan from scratch based on your company's unique characteristics. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Centralised Plan Library" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442243345_1czy-33" class="accordion__trigger" id="show-hide1682442243345_1czy-33" aria-label="Centralised Plan Library"> <span class="accordion__title relative"> Centralised Plan Library <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442243345_1czy-33" id="rel1682442243345_1czy-33"> <div class="accordion__description"> <p>View in-progress and historical plans in all in one place. Track new plans and modifications to existing plans across the organisation. Maintain a record of edits for change management and audit purposes.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442243345_1czy-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?w=1024" class="image__asset" alt="A sales planning window shows a list of sales plans who created them, who edited them, and when. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left " data-media-label="rel1679768474324_11mj-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?w=1024" class="image__asset" alt="A sales planning window gives options to start a sales plan with template options or start a plan from scratch. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-tailored-templates.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1682442240964_1akg-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?w=1024" class="image__asset" alt="A sales planning window lets you start a plan from scratch based on your company's unique characteristics. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-customizable-plans.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left show-hide__media--hidden" data-media-label="rel1682442243345_1czy-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?w=1024" class="image__asset" alt="A sales planning window shows a list of sales plans who created them, who edited them, and when. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-centralized-plan-library.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1682442262755_15rv" data-blade-position="4" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1682442262755_15rv" class="relative productfeature--blade blade_layout--right" > <div class="container"> <div class="relative grid grid_main productfeature__content theme--light_gradient "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Configure sales plans easily. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Organisational Flexibility" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1682442262716_11n-11" class="accordion__trigger" id="show-hide1682442262716_11n-11" aria-label="Organisational Flexibility"> <span class="accordion__title relative"> Organisational Flexibility <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442262716_11n-11" id="rel1682442262716_11n-11"> <div class="accordion__description"> <p>Ensure that segmentation, allocation, and target setting accurately reflect the organisation's sales structure with a responsive hierarchy manager. Make small adjustments to the sales structure or make broader changes across the board efficiently. Add, remove, or modify hierarchy levels both across and within regions.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442262716_11n-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?w=1024" class="image__asset" alt="A sales plan builder window shows an orgs hierarchy in the Americas by region with a pop out that adds hierarchy items. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Segment Analysis" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442262720_53l-22" class="accordion__trigger" id="show-hide1682442262720_53l-22" aria-label="Segment Analysis"> <span class="accordion__title relative"> Segment Analysis <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442262720_53l-22" id="rel1682442262720_53l-22"> <div class="accordion__description"> <p>Explore records and imported third-party data at scale without constraints — backed by the intelligence of Salesforce CRM Analytics. Filter, evaluate, and segment customers easily by key demographics, attributes, and data. Exempt data to further focus the ongoing planning process.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442262720_53l-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?w=1024" class="image__asset" alt="An accounts window shows all accounts segmented by industry with a breakdown of stats like revenue and number of employees. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Connected Process" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442262724_zlf-33" class="accordion__trigger" id="show-hide1682442262724_zlf-33" aria-label="Connected Process"> <span class="accordion__title relative"> Connected Process <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442262724_zlf-33" id="rel1682442262724_zlf-33"> <div class="accordion__description"> <p>Benefit from a dynamic, interconnected planning process from the hierarchy to segmentation to metrics. Ensure that any changes made in any step are reflected across the plan and give everyone the same comprehensive view. Move between and within process steps with an ever-present navigation menu.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442262724_zlf-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?w=1024" class="image__asset" alt="3 windows show the ability to update 3 territories in different windows by hierarchy, assignment, and allocation." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right " data-media-label="rel1682442262716_11n-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?w=1024" class="image__asset" alt="A sales plan builder window shows an orgs hierarchy in the Americas by region with a pop out that adds hierarchy items. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/06/sales-planning-organizational-flexibility.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1682442262720_53l-22__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?w=1024" class="image__asset" alt="An accounts window shows all accounts segmented by industry with a breakdown of stats like revenue and number of employees. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-segment-analysis.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--right show-hide__media--hidden" data-media-label="rel1682442262724_zlf-33__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?w=1024" class="image__asset" alt="3 windows show the ability to update 3 territories in different windows by hierarchy, assignment, and allocation." sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-connected-process.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </div> </div> </section> </div><div data-blade-id="1682442267576_14v7" data-blade-position="5" data-blade-name="sf/productfeature" data-blade-variant="productfeature" data-blade-source="www" data-blade-type="blade"> <section id="1682442267576_14v7" class="relative productfeature--blade blade_layout--left" > <div class="container"> <div class="relative grid grid_main productfeature__content theme--light_gradient "> <div class="productfeature__content-group"> <header class="productfeature__blade-heading"> <h2 class="headline" style=" "> Optimise sales plans with confidence. </h2> </header> <div class="productfeature__tabs"> <div class="accordion__item accordion__item-1 show-hide__item selected " data-module-id="accordion-1" data-module-name="Intelligent Assignment" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1682442267531_mzz-11" class="accordion__trigger" id="show-hide1682442267531_mzz-11" aria-label="Intelligent Assignment"> <span class="accordion__title relative"> Intelligent Assignment <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442267531_mzz-11" id="rel1682442267531_mzz-11"> <div class="accordion__description"> <p>Get rid of slow manual calculations and alignments that can often result in errors. Speed up and improve data selection in the planning process. Balance the accounts, reps, records, and territories against business priorities and constraints with efficiency and automation — all inside Sales Planning.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442267531_mzz-11__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-intelligent-assignment.jpg?w=1024" class="image__asset" alt="An assignment window shows a rep's view of his territories with a hierarchy level, segments, owners, and quota. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-intelligent-assignment.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-intelligent-assignment.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-intelligent-assignment.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-intelligent-assignment.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-2 show-hide__item " data-module-id="accordion-2" data-module-name="Metric Allocation Engine" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442267539_mqz-22" class="accordion__trigger" id="show-hide1682442267539_mqz-22" aria-label="Metric Allocation Engine"> <span class="accordion__title relative"> Metric Allocation Engine <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442267539_mqz-22" id="rel1682442267539_mqz-22"> <div class="accordion__description"> <p>Set targets to measure and improve the sales team's performance. Distribute and track targets across teams as a reference point for the next planning cycle — including quotas, budgets, pipe, and other relevant measurements.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442267539_mqz-22__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-allocation-engine.jpg?w=1024" class="image__asset" alt="A sales planning window shows a quota status, hierarchy, and an option to allocate. A pop-out has allocation breakdown. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-allocation-engine.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-allocation-engine.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-allocation-engine.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-allocation-engine.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> <div class="accordion__item accordion__item-3 show-hide__item " data-module-id="accordion-3" data-module-name="Progress Indicators" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1682442267543_pv9-33" class="accordion__trigger" id="show-hide1682442267543_pv9-33" aria-label="Progress Indicators"> <span class="accordion__title relative"> Progress Indicators <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="show-hide1682442267543_pv9-33" id="rel1682442267543_pv9-33"> <div class="accordion__description"> <p>Maintain alignment across independent teams without impeding progress. Track progress towards completion within each area with visual guides and dynamic check points. Review and get approval for sales plans across stakeholders. Publish plans upon completion or schedule future deployment.</p> </div> <div class="show-hide__media show-hide__media--mobile grid grid_sub" data-media-label="rel1682442267543_pv9-33__media--mobile"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-progress-indicators.jpg?w=1024" class="image__asset" alt="A sales planning window shows a company's quota, revenue, budget, and headcount metrics. " sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-progress-indicators.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-progress-indicators.jpg?resize=300,300 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-progress-indicators.jpg?resize=768,768 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-metric-progress-indicators.jpg?resize=1024,1024 1024w" height="1024" width="1024"/> </div> </div> </section> </div> </div> </div> <div class="show-hide__media show-hide__media--desktop show-hide__media--left " data-media-label="rel1682442267531_mzz-11__media--desktop" style="grid-row: 1 / span 6"> <div class="show-hide__image image__wrapper"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/sales-planning-intelligent-assignment.jpg?w=1024" class="image__asset" alt="An assignment window shows a rep's view of his territories with a hierarchy level, segments, owners, and quota. 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A pop-out has allocation breakdown. 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<div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/uk/sales/revenue-intelligence/" data-link-text="Revenue Intelligence" data-link-url="https://www.salesforce.com/uk/sales/revenue-intelligence/" data-link-type="header" target="_self"> Revenue Intelligence </a> </h3> <div class="card__pricing__container"> <span class="card__pricing"></span> </div> <div class="card__description"> Close faster by equipping sales with purpose-built analytics and actionable insights throughout the sales cycle. </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/uk/sales/revenue-intelligence/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more about Revenue Intelligence" href="https://www.salesforce.com/uk/sales/revenue-intelligence/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__3 card__wrapper carousel-card" data-module-id="1709763752609_93z" aria-label="slide 3 of 4" role="group" data-module-position="3" data-module-type="card_productaddon" data-module-name="Sales AI" data-module-tags-manual="[{"uuid":"","tagName":"","tagUuid":"12345"}]" data-module-tags-auto="[]" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #04E1CB solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/uk/sales/artificial-intelligence/" data-link-text="Sales AI" data-link-url="https://www.salesforce.com/uk/sales/artificial-intelligence/" data-link-type="header" target="_self"> Sales AI </a> </h3> <div class="card__pricing__container"> <span class="card__pricing"></span> </div> <div class="card__description"> Guide sellers at every step of the sales cycle with Einstein-informed intelligence built into your CRM. </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/uk/sales/artificial-intelligence/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more about Sales AI" href="https://www.salesforce.com/uk/sales/artificial-intelligence/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> <div class="card card__4 card__wrapper carousel-card" data-module-id="1709763823927_hd4" aria-label="slide 4 of 4" role="group" data-module-position="4" data-module-type="card_productaddon" data-module-name="Configure, Price, and Quote (CPQ)" data-module-tags-manual="[{"uuid":"31d7900b-1698-40d6-9456-318d054d424f","tagName":"Sales","tagUuid":"753aac49-64c1-42ed-b92c-40aa56f8ff03"}]" data-module-tags-auto="[]" > <div class="card--card_productaddon pbc-g-elevation-2 border-rad-16"> <div class="card--mask border-rad-16"> <div class="card__content__wrapper" style="border-top: #04E1CB solid 8px" > <div class="card__text__wrapper"> <div class="card__copy__wrapper"> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/uk/sales/cpq/" data-link-text="Configure, Price, and Quote (CPQ)" data-link-url="https://www.salesforce.com/uk/sales/cpq/" data-link-type="header" target="_self"> Configure, Price, and Quote (CPQ) </a> </h3> <div class="card__pricing__container"> <span class="card__pricing"></span> </div> <div class="card__description"> Get configure, price and quote software for direct sales. </div> </div> <div class="cta_container flex ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Learn more" data-link-url="https://www.salesforce.com/uk/sales/cpq/" data-link-type="primary cta" > <a class="cta_button" data-size="small" data-variant="cardText" data-stacking="default" aria-label="Learn more: Configure Price and Quote (CPQ)" href="https://www.salesforce.com/uk/sales/cpq/" target="_self" rel="noopener" > Learn more </a> </pbc-button> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="nupfixed_cta" data-module-name="Extend the power of sales planning software with these related products." data-module-position="5" data-module-id="0" data-module-type="cta"> <div class="cta_container flex flex--center ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="View all products" data-link-url="/uk/sales/all-products/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="wideM" aria-label="View all products: Sales Cloud" href="/uk/sales/all-products/" > View all products </a> </pbc-button> </div> </div> </div> </div> <div class="blade__background blade__background--partial-overlap" aria-hidden="true"> <div class="background__graphics background__graphics--overlap background__graphics--with-background-image"> <div class="blade__background-image"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/product-portfolio-salesprm-background.jpg?w=1024" class="background__image" alt="" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/product-portfolio-salesprm-background.jpg?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/product-portfolio-salesprm-background.jpg?resize=300,98 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/product-portfolio-salesprm-background.jpg?resize=768,250 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/product-portfolio-salesprm-background.jpg?resize=1024,333 1024w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/product-portfolio-salesprm-background.jpg?resize=1536,499 1536w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2024/05/product-portfolio-salesprm-background.jpg?resize=2048,666 2048w" width="100%"/> </div> </div> <div class="background__padding--partial-overlap"></div> </div> </section> </div><div data-blade-id="1701721928287_18z1" data-blade-position="7" data-blade-name="sf/nupfixed" data-blade-variant="nupfixed" data-blade-source="www" data-blade-type="blade"> <section id="1701721928287_18z1" class="relative nupfixed--blade nupfixed--link_above layout--1 nupfixed--card_pricingedition" > <div class="container"> <div class="grid grid_main nupfixed nupfixed__1 theme--light_gradient"> <header class="nupfixed__blade-heading text--center"> <h2 class="headline" style=" "> Sales Planning Pricing </h2> <div class="blade__description pbc-g-text-body-1-2 pbc-g-text-body-1-2-ul-checkmark-spacing"> <p>Start by selecting your Sales Cloud edition. Some editions already include components of Sales Planning right out of the box. For the others, you can easily add Sales Planning at the associated price point.</p> </div> </header> <div class="cards cards--flex cards--"> <article class="card card__1 card__wrapper theme--light_gradient" data-module-id="1701721928162_nt8" data-module-position="1" data-module-type="card_pricingedition" data-module-name="Sales Planning" data-module-track-impressions="" > <div class="card--card_pricingedition pbc-g-elevation-2 flex border-rad-16"> <div class="card__content__wrapper"> <div class="card__background"> <div class="card__copy__wrapper"> <div class="card__copy__container"> <div class="card__headline__wrapper"> <h3 class="card__headline" style=" "> Sales Planning </h3> <div class="card__description"> Design, optimise and pivot your business with agile sales plans. </div> </div> <div class="card__price_wrapper default" data-id="currency-container" data-currency="GBP_english"> <div class="card__price card__price--display-2"> <span class="price_text__symbol">£</span> <span class="">60</span> </div> <div class="card__price_suffix"> GBP/User/Month </div> <div class="card__price_subtext"> (Billed annually) </div> </div> <div class="card__price_wrapper hidden" data-id="currency-container" data-currency="USD_english"> <div class="card__price card__price--display-2"> <span class="price_text__symbol">$</span> <span class="">75</span> </div> <div class="card__price_suffix"> USD/User/Month </div> <div class="card__price_subtext"> (Billed annually) </div> </div> <div class="card__price_wrapper hidden" data-id="currency-container" data-currency="EUR_finish"> <div class="card__price card__price--display-2"> <span class="">75</span> <span class="price_text__symbol">€</span> </div> <div class="card__price_suffix"> EUR/User/Month </div> <div class="card__price_subtext"> (Billed annually) </div> </div> <div class="card__price_wrapper hidden" data-id="currency-container" data-currency="AUD_english"> <div class="card__price card__price--display-2"> <span class="price_text__symbol">AU$</span> <span class="">105</span> </div> <div class="card__price_suffix"> AUD/User/Month </div> <div class="card__price_subtext"> (Billed annually) </div> </div> <div class="card__price_wrapper hidden" data-id="currency-container" data-currency="YEN_japanese"> <div class="card__price card__price--display-2"> <span class="">9,000</span> <span class="price_text__symbol symbol__bottom">円</span> </div> <div class="card__price_suffix"> JPY/User/Month </div> <div class="card__price_subtext"> (Billed annually) </div> </div> <div class="card__price_wrapper hidden" data-id="currency-container" data-currency="kr_swedish"> <div class="card__price card__price--display-2"> <span class="">750</span> <span class="price_text__symbol">kr</span> </div> <div class="card__price_suffix"> SEK/User/Month </div> <div class="card__price_subtext"> (Billed annually) </div> </div> <div class="card__price_wrapper hidden" data-id="currency-container" data-currency="GBP_english"> <div class="card__price card__price--display-2"> <span class="price_text__symbol">£</span> <span class="">60</span> </div> <div class="card__price_suffix"> GBP/User/Month </div> <div class="card__price_subtext"> (Billed annually) </div> </div> </div> <div class="card__background-image" aria-hidden="true"> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" preserveAspectRatio="none" viewBox="0 0 290 360" class="textured-background textured-clouds textured-clouds--teal"> <use href="#textured-background-1701721928287_18z1" /> </svg> <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" viewBox="0 0 290 28" class="contour"> <use href="#textured-background-contour-1701721928287_18z1" /> </svg> </div> </div> </div> <div class="card__features"> <ul class="card__list"> <li class="card__list-item"> <div class="card__checkmark" aria-hidden="true"></div> Hierarchy Management </li> <li class="card__list-item"> <div class="card__checkmark" aria-hidden="true"></div> Segment Design </li> <li class="card__list-item"> <div class="card__checkmark" aria-hidden="true"></div> Territory Planning </li> </ul> </div> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Contact us" data-link-url="https://www.salesforce.com/uk/form/contact/contactme-sales/?d=pb" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="primary" data-stacking="wideAll" aria-label="Contact us -- Sales Planning" href="https://www.salesforce.com/uk/form/contact/contactme-sales/?d=pb" target="_blank" rel="noopener" > Contact us </a> </pbc-button> </div> </div> </div> </article> </div> <div class="legal"><p>This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.</p> </div> <div class="nupfixed_cta" data-module-name="Sales Planning Pricing" data-module-position="1" data-module-id="0" data-module-type="cta"> <div class="cta_container flex flex--center ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="View detailed pricing" data-link-url="/uk/sales/sales-planning/pricing/" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="wideM" aria-label="View detailed pricing: Sales Cloud" href="/uk/sales/sales-planning/pricing/" > View detailed pricing </a> </pbc-button> </div> </div> </div> </div>  <svg xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink" aria-hidden="true" style="width: 0; height: 0; position: absolute; left: -100px"><defs><symbol id="textured-background-1701721928287_18z1"><path d="M0 0h290v360H0z"/><mask id="a-1701721928287_18z1" width="290" height="242" x="0" y="118" 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no-header theme--light_gradient"> <div class="cards cards--minimal"> <article class="card card__1 card__wrapper theme--light_gradient" data-module-track-impressions="" data-module-id="1680270354893_96o" data-module-name="Todd Hanna" data-module-position="1" data-module-type="card_quote" > <div class="card--card_quote pbc-g-elevation-2 flex border-rad-16 "> <div class="card_quote_align--left"> <div class="card_quote--background-swoosh" aria-hidden="true"> <svg width="1280" height="459" viewBox="0 0 1280 459" fill="none" xmlns="http://www.w3.org/2000/svg"> <path d="M2462 -979C2462 -184.814 1812.81 459 1012 459C211.187 459 -438 -184.814 -438 -979C-438 -1773.19 211.187 -2417 1012 -2417C1812.81 -2417 2462 -1773.19 2462 -979Z" fill="rgb(222, 249, 243)"/> </svg> </div> <div class="card__image__wrapper"> <a href="https://www.salesforce.com/plus/experience/world_tour/series/sales_at_world_tour_nyc_2023/episode/episode-s1e6" tabindex="-1" aria-hidden="true" data-link-url="https://www.salesforce.com/plus/experience/world_tour/series/sales_at_world_tour_nyc_2023/episode/episode-s1e6" data-link-type="image" target="_blank"> <img loading="lazy" src="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2023/07/customer-sales-michelin.png?w=1024" class="card__image" alt="Photo of Todd Hanna Director of Digital Solutions at Michelin" sizes="100vw" srcset="https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2023/07/customer-sales-michelin.png?resize=150,150 150w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2023/07/customer-sales-michelin.png?resize=300,296 300w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2023/07/customer-sales-michelin.png?resize=768,759 768w,https://wp.sfdcdigital.com/en-gb/wp-content/uploads/sites/16/2023/07/customer-sales-michelin.png?resize=1024,1011 1024w" height="1011" width="1024"/> </a> </div> <div class="card__content__wrapper"> <blockquote class="card__copy__wrapper"> <div class="card__quote-mark card__quote--uk" aria-hidden="true"></div> <h3 class="card__headline" style=" "> <a href="https://www.salesforce.com/plus/experience/world_tour/series/sales_at_world_tour_nyc_2023/episode/episode-s1e6" data-link-text="Salesforce helps us automate and simplify the planning process. We anticipate saving thousands of hours, and it’s setting us up to be a more agile organisation." data-link-url="https://www.salesforce.com/plus/experience/world_tour/series/sales_at_world_tour_nyc_2023/episode/episode-s1e6" data-link-type="header" target="_blank"> Salesforce helps us automate and simplify the planning process. We anticipate saving thousands of hours, and it’s setting us up to be a more agile organisation. </a> </h3> <div class="tagline_wrapper"> <div class="name"> Todd Hanna </div> <div class="role_company"> Director, Digital Solutions, Michelin </div> </div> </blockquote> <div class="cta_container flex"> <pbc-button class="cta_button__wrapper" data-link-text="Watch the webinar" data-link-url="https://www.salesforce.com/plus/experience/world_tour/series/sales_at_world_tour_nyc_2023/episode/episode-s1e6" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondaryWithMobileText" data-stacking="wideM" aria-label="Watch webinar: Sales Planning" href="https://www.salesforce.com/plus/experience/world_tour/series/sales_at_world_tour_nyc_2023/episode/episode-s1e6" target="_blank" rel="noopener" > Watch the webinar <svg width="18" height="18" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg" fill="currentColor"> <path fill-rule="evenodd" clip-rule="evenodd" d="M10.0977 2.16345H14.5237L6.8804 9.80671C6.69002 9.99709 6.69002 10.3058 6.8804 10.4961L7.34002 10.9558C7.5304 11.1461 7.83906 11.1461 8.02945 10.9558L15.6717 3.31348V7.73848C15.6717 8.00772 15.89 8.22598 16.1592 8.22598H16.8092C17.0785 8.22598 17.2967 8.00772 17.2967 7.73848V1.47595C17.2967 0.958186 16.877 0.538452 16.3592 0.538452H10.0977C9.82847 0.538452 9.61021 0.756713 9.61021 1.02595V1.67595C9.61021 1.94519 9.82847 2.16345 10.0977 2.16345ZM2.97559 4.03905C1.62939 4.03905 0.538086 5.13036 0.538086 6.47655V14.8516C0.538086 16.1977 1.62939 17.2891 2.97559 17.2891H11.3506C12.6968 17.2891 13.7881 16.1977 13.7881 14.8516L13.7881 8.88513C13.7881 8.59574 13.4383 8.45066 13.2335 8.65509L12.4493 9.43768C12.2661 9.62059 12.1631 9.86888 12.1631 10.1278V14.8516C12.1631 15.3003 11.7993 15.6641 11.3506 15.6641H2.97559C2.52686 15.6641 2.16309 15.3003 2.16309 14.8516V6.47655C2.16309 6.02782 2.52685 5.66405 2.97559 5.66405H7.79909C8.07127 5.66405 8.33106 5.55029 8.51564 5.35026L9.2223 4.58446C9.41442 4.37626 9.26675 4.03905 8.98345 4.03905H2.97559Z"/> </svg> </a> </pbc-button> </div> </div> </div> </div> </article> </div> </div> </div> </section> </div><div data-blade-id="1728332383694_15y5_35758" data-blade-position="9" data-blade-name="sf/oneup" data-blade-variant="oneup" data-blade-source="www" data-blade-type="blade"> <section id="1728332383694_15y5_35758" class="relative oneup--blade oneup--right-image" > <div class="container"> <article class="grid grid_main grid--sixteenbynine theme--light_gradient" data-module-track-impressions="" data-module-id="1728332383694_15y5_35758" data-module-name="Join the Salesblazer Community." data-module-position="1" data-module-type="headline"> <div class="video__wrapper"> <pbc-vidyard-player class="video__asset" video-uuid="szyQP5T78RxTBSayXJygYD" > <pbc-vidyard-analytics slot="analytics" video-uuid="szyQP5T78RxTBSayXJygYD" live-video="" > </pbc-vidyard-analytics> </pbc-vidyard-player> </div> <div class="content__wrapper"> <div class="content__container"> <header class="oneup__blade-heading"> <h2 class="headline" style=" "> Join the Salesblazer Community. </h2> <div class="blade__description"> <p>Looking to meet and learn from fellow sales professionals? Our Salesblazer Community is the place for you.</p> </div> </header> <div class="cta_container flex flex--right ctas__1"> <pbc-button class="cta_button__wrapper" data-link-text="Sign up on Slack" data-link-url="https://join.slack.com/t/salesblazer-community/shared_invite/zt-2l947rdba-2ZfuJAZ3vtol1ZMaXskCtA?_ga=2.16608242.576673139.1735187515-180250319.1734443675" data-link-type="primary cta" > <a class="cta_button" data-size="" data-variant="secondary" data-stacking="default" aria-label="Sign up on Slack and join the Salesblazer movement" href="https://join.slack.com/t/salesblazer-community/shared_invite/zt-2l947rdba-2ZfuJAZ3vtol1ZMaXskCtA?_ga=2.16608242.576673139.1735187515-180250319.1734443675" target="_blank" rel="noopener" > Sign up on Slack <svg width="18" height="18" viewBox="0 0 18 18" xmlns="http://www.w3.org/2000/svg" fill="currentColor"> <path fill-rule="evenodd" clip-rule="evenodd" d="M10.0977 2.16345H14.5237L6.8804 9.80671C6.69002 9.99709 6.69002 10.3058 6.8804 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theme--light_gradient" data-module-track-impressions="false" data-module-id="1678471419193_p5h" data-module-name="Sales Planning FAQ." data-module-position="1" data-module-type="headline"> <header class="faq__blade-heading "> <h2 class="headline" style=" "> Sales Planning FAQ. </h2> </header> <div class="faq--tabs"> <div class="one-tab" > <div id="tab-1-1678471419193_p5h" > <div class="pbc_accordion"> <div class="accordion__item accordion__item-1 selected " data-module-id="1678471419380_7y9" data-module-name="What is sales planning?" data-module-position="1" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="true" aria-controls="rel1678471419193_p5h-11" class="accordion__trigger" id="accordion1678471419193_p5h-11" aria-label="What is sales planning?"> <span class="accordion__title relative"> What is sales planning? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1678471419193_p5h-11" id="rel1678471419193_p5h-11"> <div class="accordion__description"> <p>Sales planning is the process of defining sales targets and outlining a strategy to achieve them through scenario modeling and resource allocation.</p> </div> </section> </div> <div class="accordion__item accordion__item-2 " data-module-id="1678471902694_1bem" data-module-name="Why is sales planning software important?" data-module-position="2" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1678471419193_p5h-12" class="accordion__trigger" id="accordion1678471419193_p5h-12" aria-label="Why is sales planning software important?"> <span class="accordion__title relative"> Why is sales planning software important? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1678471419193_p5h-12" id="rel1678471419193_p5h-12"> <div class="accordion__description"> <p>Navigating business shifts and ensuring that sales can operate effectively requires having the most up-to-date information across every channel, for every business process, and throughout the customer lifecycle.</p> </div> </section> </div> <div class="accordion__item accordion__item-3 " data-module-id="1689293303101_lgz" data-module-name="Can Salesforce Sales Planning incorporate custom objects in Salesforce?" data-module-position="3" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1678471419193_p5h-13" class="accordion__trigger" id="accordion1678471419193_p5h-13" aria-label="Can Salesforce Sales Planning incorporate custom objects in Salesforce?"> <span class="accordion__title relative"> Can Salesforce Sales Planning incorporate custom objects in Salesforce? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1678471419193_p5h-13" id="rel1678471419193_p5h-13"> <div class="accordion__description"> <p>Sales Planning features support for both standard and custom objects. If it is a record that is managed in CRM, it can be planned.</p> </div> </section> </div> <div class="accordion__item accordion__item-4 " data-module-id="1689293306228_d4b" data-module-name="Is Sales Planning available through Salesforce Maps?" data-module-position="4" data-module-type="accordion" data-module-track-impressions="true" data-module-track-clicks="true" > <h3 class="accordion__heading"> <button type="button" aria-expanded="false" aria-controls="rel1678471419193_p5h-14" class="accordion__trigger" id="accordion1678471419193_p5h-14" aria-label="Is Sales Planning available through Salesforce Maps?"> <span class="accordion__title relative"> Is Sales Planning available through Salesforce Maps? <span class="accordion__icon-wrapper accordion__icon-wrapper--plus ml-32 mobile-ml-20"> <svg xmlns="http://www.w3.org/2000/svg" width="13.54" height="13.54" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--plus" viewBox="0 0 22 22"><path d="M13 12.5h8.25c.4 0 .75-.35.75-.75v-1.5c0-.4-.35-.75-.75-.75H13c-.3 0-.5-.2-.5-.5V.75c0-.4-.35-.75-.75-.75h-1.5c-.4 0-.75.35-.75.75V9c0 .3-.2.5-.5.5H.75c-.4 0-.75.35-.75.75v1.5c0 .4.35.75.75.75H9c.3 0 .5.2.5.5v8.25c0 .4.35.75.75.75h1.5c.4 0 .75-.35.75-.75V13c0-.3.2-.5.5-.5Z" class="icon__plus" clip-rule="evenodd"/></svg> <svg xmlns="http://www.w3.org/2000/svg" width="14.77" height="1.85" fill="none" aria-hidden="true" class="accordion__icon accordion__icon--minus" viewBox="0 0 24 3"><path d="M24 2.25c0 .4-.35.75-.75.75H.75C.35 3 0 2.65 0 2.25V.75C0 .35.35 0 .75 0h22.5c.4 0 .75.35.75.75v1.5Z" class="icon__minus" clip-rule="evenodd"/></svg> </span> </span> </button> </h3> <section class="accordion__panel" role="region" aria-labelledby="accordion1678471419193_p5h-14" id="rel1678471419193_p5h-14"> <div class="accordion__description"> <p>No. Some of the visualisation technology is related, but Salesforce Maps is a separate Salesforce solution built for optimising scheduling and field execution.</p> </div> </section> </div> </div> </div> </div> </div> </article> </div> </section> </div> </main> <hgf-footer home-href=uk origin=https://wp.sfdcdigital.com/en-gb/wp-json></hgf-footer> <div class="sf-call"> <div class="call-btn-wrapper"> <a class="btn" href="tel:448000868530" aria-label="Contact, By phone"></a> </div> </div> <script type="text/javascript"> window.document.dispatchEvent( new CustomEvent('www_track', { detail: { event: 'custEv_pageDataAvailable', templateName: 'Open Template', templateId: 'open-template', taxonomy: JSON.parse('{"pageTagsManual":[],"pageTagsAuto":[]}'), experiment: { 'optimizelyExp': '', 'optimizelyVar': '', }, }, }) ); </script> <script type="module" src="https://a.sfdcstatic.com/digital/xsf/components/v1-stable/navs.js"></script> <script defer src="https://a.sfdcstatic.com/digital/xsf/components/v1-stable/chat.js"></script> <link rel="stylesheet" type="text/css" href="/BbE0hA/-/k/YDUNTwb7LNVv/cGaG/VE84GSk/fRV/cBS0PTyhZ"><script src="/BbE0hA/-/k/YDUNTwb7LNVv/cGaG/VE84GSk/cAw/LfSM4LFUp" async defer></script><div id="sec-overlay" style="display:none;"><div id="sec-container"></div></div></body></html>

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