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Maximized Sales Productivity through Territory and Quota Planning for a leading Technology company specializing in IT Solutions

SPM: Territory and Quota

Maximized Sales Productivity through Territory and Quota Planning for a leading Technology company specializing in IT Solutions

Desafío

  • Heavy reliance on Excel to manage geo-level hierarchy.

  • Inefficient quota management for RSM, CSM, SE, and Solution Specialist roles.

  • Data integrity issues during regional account transfers.

  • Difficulty in managing Global account approval process.

Solución

  • Designed a user-friendly dashboard to generate hierarchy levels reports.

  • Streamlined Quota Mapping process.

  • Implemented a centralized data hub model for system data integrity.

  • Automated Quota Approval process.

Beneficios

  • Reduced approval processing time. [JD1]

  • Improved data accuracy.

  • Enhanced new account prioritization.

  • Optimized sales and finance priorities.

  • Boosted sales productivity.

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