Anaplan is a planning and performance measurement platform that provides solutions for all major areas of business: Finance, Sales, Marketing, Supply Chain, Workforce Management, IT optimization.
While we have had projects covering most of these areas, with our background in CRM services has let us to focus on two main areas: Finance, as most revenue planning projects state with an understanding of CRM Bookings, and Sales & Marketing, since most of these Territory, Forecast, and Quota planning projects need a strong domain expertise in CRM data and processes.
We have created a variety of Sales & Marketing solutions for our joint Anaplan customers. Models in the Sales & Marketing area typically involve Territory Management, Quota Planning and Attainment, and general Bookings Forecasting.
We have worked with Domo (add link to the Domo Website) to create a number of these models and have also developed the first bi-directional interface between Anaplan and Salesforce for bookings, accounts and sales reps.
Revenue planning is a demanding part of planning and budgeting in any organization. It must stand up to scrutiny, depends on input from CRM and other systems, and is highly customized for specific businesses.
We have started a number of Revenue Planning projects with Anaplan's Revenue Planning app. It provides a number of vertical-specific models as starting points:
In addition, some cloud and service companies have determined that a must custom approach is necessary for revenue and other planning projects. In those cases, we have used their (typically) Excel system as a base model, while incorporating the broad benefits of Anaplan’s calculation and integration options.