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

What does a best-in-class sales planning process look like at scale?

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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This panel is one of five in the 2025 Sales Planning Summit, by submitting this form you'll gain access to all five recordings
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What we'll cover

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With your hosts:

Melissa Fenner

Senior Director, Sales Compensation and Incubation Strategy, Docusign

Akira Mamizuka

VP, Global Sales Operations, SaaS, LinkedIn

Marina Vigen

VP, Sales Strategy
& Planning, Atlassian

David Gerardi

VP, Revenue Optimization, Forma.ai

Melissa Fenner

Senior Director, Sales Compensation and Incubation Strategy, Docusign

Akira Mamizuka

VP, Global Sales Operations, SaaS, LinkedIn

Marina Vigen

VP, Sales Strategy
& Planning, Atlassian

David Gerardi

VP, Revenue Optimization, Forma.ai

Melissa Fenner

Senior Director, Sales Compensation and Incubation Strategy, Docusign

Akira Mamizuka

VP, Global Sales Operations, SaaS, LinkedIn

Marina Vigen

VP, Sales Strategy
& Planning, Atlassian

David Gerardi

VP, Revenue Optimization, Forma.ai

Digital Event

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

What does a best-in-class sales planning process look like at scale?

Watch now

This panel is one of five in the 2025 Sales Planning Summit, by submitting this form you'll gain access to all five recordings

What we covered in this event

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

‍

What Should This Say?

No items found.

Join to hear from speakers:

Melissa Fenner

Senior Director, Sales Compensation and Incubation Strategy, Docusign

Akira Mamizuka

VP, Global Sales Operations, SaaS, LinkedIn

Marina Vigen

VP, Sales Strategy
& Planning, Atlassian

David Gerardi

VP, Revenue Optimization, Forma.ai

What past attendees are saying...

“What is amazing about Forma.ai is that—internally, we don’t need the skills to configure a comp tool or our data—Forma.ai’s automation helps us do this and turnaround changes much faster than we would ever be able to with any other ICM.”

Suzanne Shadgett

Senior Financial Executive, Stryker

“Forma.ai provides flexibility like no one else in the category. With their real-time modeling, I can apply any idea I have against last year’s data to see how much it would cost and what it could actually achieve." 

Dr. Robert Bieshaar

Global Head of Sales Compensation, Autodesk 

Digital Event

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