Integrate sales, territory, quota, and sales capacity planning.
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Kepion Sales Performance Management aligns sales strategy, forecasting, and execution to business objectives, providing real-time visibility into performance and financial impact.
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Monitor sales plans, actuals, pipeline, bookings, and KPIs in real time with drill-down analysis across products, customers, territories, and sales teams.
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Kepion integrates CRM sales data to provide a single view of historical performance and future sales forecasts.
Use what-if modeling to evaluate territories, quotas, staffing, and commission scenarios while monitoring attainment through CRM integration.
Align revenue targets, quotas, territories, and sales resources with cross-functional visibility and agreement.
Sales Planning, also known as Sales Forecasting, Sales Performance Management or Sales Analytics, provides you with a platform to track and manage your sales representatives, territories, pipeline, revenue, cost of sales, quotas and other drivers that impact sales performance.
With Kepion, organizations have full flexibility in how they manage their sales plans, at the level of detail they require to create effective and accurate forecasts to model their business. Pre-built sales planning models exist to jumpstart your Kepion implementation, but there is also flexibility in how you manage your planning process, building your plans around the way you work.
The Kepion platform can link to any data source, and has integrations defined for most standard CRMs. If the integration does not already exist, Kepion can leverage Microsoft Integration Services to enable the loading of data from any data source required from customers.
With Kepion you can incorporate any dimension or data category that is important to you running your business. Therefore, you’re able to track sales by customer, sales rep or employee, region, business unit, product, channel, etc.
You can be more proactive in how you manage sales and can understand how sales drivers impact performance easily and consistently. You can become more accurate in your sales forecasting process, and can track margins, expenses and pipelines without needing to perform one-off analyses through Salesforce.com or other CRM systems. You are also able to perform scenario and what-if analysis, understanding how changes in sales and product offerings and quotas affect overall sales performance.