Under the Microscope: The Anatomy of an Enterprise Sales Planning Process

This session takes an inside look at how and when top enterprise organizations approach sales planning—from strategy to execution.

We’ll discuss:

• Cross-functional collaboration – Aligning Sales, RevOps, and Finance for seamless planning

• Building a strong data foundation – Ensuring accuracy, consistency, and trust in sales planning data

• Iterating on past performance – Lessons from previous sales cycles to drive smarter planning

• Avoiding common breakdowns – Key failure points and how to navigate them

• The role of AI and automation – How technology is shaping the future of sales planning

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