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Adaptive Planning
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TERRITORY PLANNING SOFTWARE

Balanced territories. Better results.

Big wins start with the best plans. With Workday, you can align and balance sales territories so your sales team is empowered to deliver results and drive business forward.

Play Demo (4:45)
Workday Adaptive Planning Sales Territory dashboard where you can segment accounts and create territories with ease, all while ensuring that sales territories are balanced and targeted.
Workday Adaptive Planning Sales Territory dashboard where you can segment accounts and create territories with ease, all while ensuring that sales territories are balanced and targeted.

WHAT YOU CAN DO

Set your sales team up to deliver wins.

Now you can create and manage targeted, balanced territories that set your sales team up for success. Get everyone aligned from operations to leadership, and get ready to crush your goals.

KEY CAPABILITIES
  • Sales territory planning
  • Rule-based account segmentation
  • Geographic, industry, and segment-based carving
  • Account and territory scoring
  • Territory management and account transfers
Workday Adaptive Planning Sales Territory dashboard where you can improve the territory planning process by automating assignments through geographic, industry, and segment-based rules, while retaining flexibility to directly assign accounts to territories.

Winning sales territories start here.

Design territories with confidence.

Use geographic and industry data, as well as account attributes to create equitable account and territory assignments that align with productivity goals.

Streamline account segmentation and assignment.

Score, segment, and assign accounts based on market opportunity, size, geography, industry, and more.

Align sales operations and leadership.

Empower sales operations and leadership teams to work together from a single source of truth—governed by the same end-to-end process.

Build models that fit your business.

Create models that factor in TAM, wallet share, size, segment, and industry. And align territories with your go-to-market strategy.

Plan on territories that perform.

Streamlined segmentation.

Automate your territory assignments and segmentation processes with user-defined rules across the account. Assign named accounts within a unified experience.

Data-driven territory design.

Seamlessly integrate data sources, such as CRM and customer enrichment information, and push account assignment and territory revisions to other applications.

Visual dashboards.

Want to quickly see gaps in your sales territories? We make it easy by letting you carve segments and territories geospatially and see the results instantly.

Try Workday Adaptive Planning.

Experience how continuous planning works.

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