Sales Planner is intended to be the planning and budgeting tool for sales and marketing managers.
Sales Planner helps in the following tasks:
Planning and monitoring the sales plan and the sales budget
Scheduling and monitoring the sales activities (including costs, labor and material)
Preparing Framework (top-down) planning and Operating (detailed) planning
Analyzing the plan and making decisions
Presenting the plan to other managers and employees.
The Sales Planner's main benefit is:
Helping the manager to decide how to allocate efficiently the marketing and sales resources of his business to activities, products and markets in order to generate more sales with less expenses.
Other benefits are:
Adjusting Framework Planning to Operating Planning
Integrating financial planning, budgeting, activities and personnel planning to one plan with one planning tool.
Controlling and monitoring sales activities and costs
Setting clear schedules and targets to Sales and Marketing staff
Saving time and efforts by using a comprehensive planning tool that does not require previous experience in programming or usage of software and/or in financial modeling and budgeting. |
