Summit US Sessions SOS_Sales Planning Playbook A Working Guide to Build and Optimize Your Annual Plan

Sales Planning Playbook: A Working Guide to Build and Optimize Your Annual Plan

Wednesday May 8, 2019 | 2:35 PM - 3:15 PM

Speaker(s):  Anthony McPartlin, Robert Muñoz

Focus: Adopt, Operationalize

Priorities: Sales Planning

Sales planning remains an annual challenge for most organizations, and in the Age of Revenue Operations, it’s never been more critical to get it right. This session will present a sales planning playbook that incorporates templates based on the SiriusDecisions Sales Planning Model to help you build out each phase of your annual sales plan with timelines and interlock to sales, marketing, product and finance.

For sales:

● Learn how to build a customized annual sales plan that drives alignment between sales, marketing, product and finance

● Understand how to accelerate the development and buildout of each planning phase with a starter template workbook and guide

● See how to guide the sales planning process with the right inputs, metrics, deliverables and stakeholders"