Strategic sales planning Software

Build an effective sales strategy to drive growth

Your sales strategy and go-to-market (GTM) plans require data and decisions. What does your ideal customer profile (ICP) look like, now and in the future? What type of channels and distribution are you selling through? Jedox provides information you need, simplifies and accelerates planning, tracks execution, and alerts on deviations from plan.

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Informed sales planning without Excel chaos

To consistently achieve your growth targets, you need a suitable sales strategy. Concrete plans help to put this into action. With regular forecasts, you can always keep a sharp eye on target achievement. The ICP is at the heart of strategy development. Using historical data on average deal size, the length of sales cycles per customer segment (industry, size, region, etc.) and information on profit and loss rates, you can plan for your ICP or any other GTM metric.

Without a modern, unifying solution, strategic sales planning information resides in siloed, disparate solutions or multiple Excel exports. This makes it enormously difficult to create and continuously develop an accurate ICP and GTM plan. Data preparation consumes your time, and the actual strategy and plan development gets compromised. Creating a single source of truth, especially one that integrates data from a variety of sources, is the logical solution.

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I use the Jedox sales and finance cubes every day and it’s great to have the answers to my questions at my fingertips without asking the team to run reports for me.

Rob Gratton – CEO
Clean Seas Seafood Limited

Centralized information for plans with vision

Effective sales strategies are closely aligned with business goals, making relevant data essential. You need a comprehensive picture of your existing customers, where sales data is enriched by behavioral and structural information. Support calls, payment behavior, and customer satisfaction are as important as information on the industry, size, and region. Rich customer data helps drive both retention and expansion.

Jedox is highly adaptable and integrates data from a wide range of sources automatically or via automated workflows into a single source of truth. The result is simplified processes, less administrative work, a better data foundation, and more time spent on customer acquisition and growth. The most promising opportunities can be pinpointed to get the most out of sales. Jedox also helps you create plans for territories and quotas, manage compensation, and automate forecasting.

Discover our prebuilt solution for sales planning

Sales

A core solution to simplify planning and forecasting for sales. Use driver-based, bottom-up or top-down planning approaches and benefit from faster, more accurate forecasting.

A data-driven strategy leads to more sales growth

Jedox provides the necessary insight to help you plan and implement an effective sales strategy.

Develop an ideal customer profile

Access all the latest information to identify and refine your approach to the most promising opportunities.

Simplify and accelerate planning

Automated data integration and reporting frees up time for proactive sales performance management.

Align sales and finance

The Jedox platform architecture enables solutions for different requirements and areas with a unified data foundation. Manual calculations and endless emails become a thing of the past.

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See Jedox in action

Request a live demo with one of our experts today!