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Set, analyze, and adjust individual and team quotas to motivate sellers and increase their agility. Oracle Sales Planning has the data-driven tools needed to take a top- down or bottom- up approach to quota planning and use predictive analytics to improve modeling and identify optimal territory assignments.
Discover how Oracle Sales helps you sell more
Use powerful, AI-driven predictive planning capabilities, flexible modeling, and analysis for data-driven quota plans that optimize market and sales territory coverage.
Set quota targets based on predicted sales or historical actuals and modify them in anticipation of any known or possible risks. Adjustments can be made for products, accounts, and time/seasonality.
Use multidimensional and drillable what-if planning by territory, product, account, channel, seasonality, and more.
Leverage best-practice planning methodologies, such as top-down, bottom-up, or waterfall.
Calculate quotas that are right-sized and attainable by using connected finance data. Using historical actuals to drive the quota-planning process helps ensure optimal targets are set.
Easily configurable prescriptive modules come with navigation, forms, dashboards and calculation business rules to meet the complexity, scale, and structure of your business.
Create better, more accurate forecasts, develop the right promotion strategies, foster collaboration, and run what-if scenarios with a data-driven sales and promotion planning tool.
Predict sales volumes and corresponding revenue based on statistical forecasting methods across customer segments, product groups, or channels. After estimating a base forecast, make incremental adjustments using building blocks for factors—price, product, or placement— that would affect additional sales or revenue. Do gap analyses between your sales targets and the baseline.
Make data-driven promotion strategy decisions to get the most profitable sales. Add promotions and identify sales uplifts based on those promotions. Run various what-if scenarios by adding, removing, or reassigning different promotions to different products, Build best case or worst case scenarios.
Make the right planning decisions by reviewing trade spend summaries, ROI on uplifts, and customer profit and loss. View promoted and nonpromoted volume and revenue as well as analyses across key accounts, product groups, and sales territories.
Sales and finance both need more reliable forecasts, along with accountability and improved collaboration between sales management and sales reps. Advanced sales forecasting capabilities use the data from the sales pipeline and financial actuals for more advanced statistical predictions, so you can deliver the most accurate forecasts possible weekly, monthly, or on a rolling basis.
Easily switch on additional configurations, such as custom forms and dashboards, measures, dimensions, navigation flows, and Groovy business rules for custom calculations.
View current, future, and past forecasts. Compare the latest forecasting data with pipeline and won revenue metrics. View evolving forecast trends with detailed sales revenue models and what-if analysis so you can react quickly to meet your sales goals.
Offer your sales teams and sales management connected sales planning with integration between quota planning, incentive compensation planning, and sales forecasts.
Use a Microsoft Office interface to access full predictive planning and forecasting capabilities, all from the easy familiarity of Excel, and add live data links to PowerPower. Use real-time data, plan and forecast accurately, and eliminate version control issues.
Get a realistic picture of what to expect with reliable, accurate forecasts. Set, analyze, and collaborate on quotas and promotion strategies. No more outdated information or version control issues.
Create achievable quotas, build better territories, and align accounts so that your sales team is all set with the data they need. Connect key data sources across sales force automation, CRM, and finance (ERP, EPM) systems so that your quota plans are ready for the fiscal year.
Motivate and retain top talent, adapt to unexpected market changes, and adjust quotas and territories to drive revenue.
Stop chasing the wrong leads, identify risks before they become insurmountable, and identify potential, profitable new accounts.
Michelle Brusyo, Director, CX Outbound Product Management, Oracle
Many sales teams have been forced to reevaluate their processes for quota planning and management. To get a solid handle on how much has changed within the last year, our customers have increasingly turned to sales planning and sales performance management software. These solutions connect to your CRM and ERP for pipeline data and financial actuals, with built-in best practice methodologies for planning and analyzing territories and quotas.
Continue reading to learn what our sales force automation customers had to say about our solution.Read the complete post
Get up to speed on the latest releases of Oracle Sales Planning and ensure that your upgrade is successful. Review the latest features, including the innovations, capability overviews, business benefits, setup considerations, and usage tips.
Oracle offers a wide range of documentation, videos, and tutorials that will help you learn more about Oracle Sales Planning. You'll find all of these resources and more in the Oracle Help Center.
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Cloud Customer Connect is Oracle's premier online cloud community. It’s specifically designed for peer collaboration, best practice sharing, and to provide needed tools for members so they can keep pace with product strategy. In addition, members are able to provide feedback on sales cloud, marketing cloud, and service cloud solutions—directly to Oracle development.
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A customer relationship management (CRM) system isn’t just one solution; it’s an end-to-end solution that should include sales cloud, service cloud, commerce cloud, and marketing cloud, as well as an AI-enabled customer data platform (CDP) that can combine online, offline, and third-party data sources for a complete, dynamic customer view. To create a CRM solution that your sales reps will use, you need get all the pieces right. That why it’s good to be aware of the best practices.