What is sales performance management?

Sales performance management (SPM) is a process that helps businesses manage and optimize their sales performance by setting goals, measuring progress, and providing feedback to sales teams. It involves a range of activities, including goal setting, data exploration and segmentation, and territory management.

Drive growth with sales performance management software.

Set teams up to attain quota faster and boost sales ops efficiency with solutions native to CRM.

Motivate sellers to hit revenue targets faster.

Automate Plans and Workflows

Easily build incentive compensation plans in minutes, and optimize for revenue growth. Streamline and automate even the most complex commission workflows. Eliminate manual processes, tedious admin work, and human error to achieve maximum efficiency.

Real-Time Reporting and Dashboards

Quickly create and export intuitive reports and dashboards. Empower reps with immediate visibility into commission trends, performance data, and personalized analytics. Maintain compliance under ASC 606 and IFRS 15 at all times with automated reporting.

Cross-Functional Alignment

Grow trust across teams with visibility into every commission calculation through commission tracing. Improve alignment and cross-functional collaboration with real-time comments and notifications. Share data across your current tech stack with robust and seamless integrations.

Intelligently align targets, budget, and headcount.

Tailored Templates

Tie each step of a sales plan to key customer data with Sales Planning. Import standard and custom objects and fields directly from the CRM to save hours and reduce errors. Efficiently segment accounts, align teams, and set targets and allocation with customer data as the foundation. Iterate on existing plans and build new plans based on team performance.

Customer-Centric Alignment

Bring CRM Analytics into plan design inside Sales Planning. Gather insights from records with ease and extract value from the entirety of the data. Filter, assess, and segment accounts specific to each team in the hierarchy. Improve targeting with key demographics, attributes, and data such as location, propensity to buy, and past purchase history.

Intelligent Territory Assignment

Automate territory design with equitable resource alignment. Apply segmentation and assign existing accounts to quota owners and overlay teams. Publish assignments to Salesforce when the plan is finished. Establish rules tailored for the business to auto-allocate future customers to the correct teams to maintain plan integrity.

Optimize sales and service territories faster.

Territory Visualization

Create map-based territory plans and assess coverage and performance gaps at the organization, seller, and agent level. Respond to current and projected market conditions and improve go-to-market strategies with an overlay of included business and economic data. Summarize customer attributes within or across territories for fast analysis and reporting.

Automated Territory Design

Balance territories automatically with an optimization engine built inside Salesforce. Save hundreds of hours in scenario planning and testing. Deliver equitable territories that maximize new and existing business coverage to reduce travel costs, reach quota attainment faster, and boost sales and service teams' satisfaction.

Scenario Iteration and Collaboration

Ensure plan relevance with easy-to-build alternative coverage scenarios for changing business and market conditions. Notify stakeholders of plan updates and collaborate on specific coverage models right in the app. Deploy updates to alignments straight to Salesforce or export results with just a few clicks.

Boost field productivity with location intelligence.

Data Visualization

Ditch the spreadsheets. Plot CRM and market data on a map-based interface to quickly surface actionable insights and fuel business decisions. View location-based insights alongside key customer information to determine next best actions.

Location-Based Account Engagement

Plan outreach on a map infused with CRM data. Consolidate and inform prospecting plans in relation to physical addresses. Speed up deal progression and focus efforts with quick selection of high-value accounts — all in a maps-based view.

Field Optimization

Improve field rep productivity by prioritizing the most relevant nearby customers and prospects. Schedule account visits efficiently and effectively with optimized multi-stop routes and embedded onsite guidance. Adjust schedules on the go to fill in unplanned gaps with nearby customers and prospects. Update CRM in real-time from mobile devices during site visits to capture next steps.