Sales

3P Quotas: Predict, Perform, Perfect

ZS
The 3P Quotas App brings science and analytics to your quota setting process, enabling you to set fair, equitable, and motivating quotas for your sales organization. Simulate multiple methodologies, compare them, and configure them based on your organization’s specific needs using this application. From there, it takes you through the entire quota setting process, including top-down adjustments, refinements, approvals, and field communication. In addition to creating objective quotas, leveraging our tool will allow you to deploy your quotas more quickly, communicate with your sales organization during the process, redeploy your quotas when necessary, and increase the overall quota acceptance rate.

The key features of the 3P Quotas App include:

- Identifying Predictive Performance Metrics

- Identifying the Best Fit Quota Allocation Methodology

- Setting and Refining Quotas

- Facilitating the Quota Approval Process

- Facilitating Quota Redeployment Scenarios

Please contact ZS to get more information on the app and how to receive access.

Information

App Last Updated
Size
200.0 MB
Language
English
Terms & Conditions

App stats

Modules
40
Roles
3
Formulas
20
Reports
8
Complexity
Intermediate

Features

Predictive Performance Metrics
  • The first step of the quota design process is to look at your historical data to identify potential drivers that can incorporated into the quota setting process. This involves performing regression analysis of key performance metrics that have the potential to predict sales. Once you’ve identified the key drivers within your sales organization, you’ll have the starting foundation for a methodology to set fair, motivating quotas and maintain strong alignment between pay for performance.
Best Fit Methodology
  • Choosing the right quota setting methodology is a continual process that requires both historical analysis and forward-looking adjustments to stay optimized. Use our tool to test multiple quota setting approaches, configure them based on your organization’s drivers, and simulate these quotas across historical periods. Subsequently, you can compare the different quota setting methodologies on measures of fairness and motivation to determine the ideal approach.
Quota Setting and Refinement
  • Capturing field input and local knowledge in the quota setting process is essential for obtaining buy-in and ensuring quota fairness. This input can include top-down changes for an entire geography, caps and floors, reallocation of quota among reps, and direct rep adjustments. By leveraging Anaplan’s cloud infrastructure, our app allows you to manage handoffs and complex calculations, all while ensuring that your quotas are fully deployed and consistently reported across the organization.
Quota Approval Process
  • An effective quota setting approach progresses efficiently, facilitates communication between all parties, and includes a phase to incorporate feedback. Our model allows you to track your quota approval progress across your organization and highlights any outliers requiring administrative attention. It also utilizes input forms to document feedback and commentary from both field managers and sales reps.
Quota Redeployment Scenarios
  • While undesirable by their nature, quota redeployments are a reality that most organizations will eventually need to deal with. Our app allows you to quickly create new quotas for your organization based on changes to top level goals, correction of underlying data errors, or one-off changes for specific sales reps. Multiple scenarios of the quota redeployment can be created, compared, and simulated for the remainder of the period prior to communicating them to the field.

ZS

ZS is one of the world's largest business services firms specializing in transforming sales and marketing from an art to a science. We help clients gain market share at lower cost. We do so by creating data-driven strategies that they can implement rapidly and by taking on sales and marketing operations to make them more competitive. With 21 offices around the world, we have worked with more than 1,200 companies in 70 countries across consumer products, energy, high-tech, insurance, medical products and services, pharmaceuticals and other industries.

Website
Address

1800 Sherman Ave.

Evanston, Illinois 60201

United States

Email
zs.anaplan@zsassociates.com

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Terms and conditions

ZS

BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately. Warranty and Liability Disclaimer. THE APPLICATION PROVIDER PROVIDES THE APPLICATION “AS IS” AND DISCLAIMS ALL WARRANTIES, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, ARE DISCLAIMED. IN NO EVENT SHALL THE APPLICATION PROVIDER BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, CONSEQUENTIAL OR SIMILAR DAMAGES.

Anaplan

Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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