Synygy Sales Performance Planning To successfully execute sales strategy and drive sales force effectiveness, organizations must optimally manage sales channels, set reasonable budgets and equitable sales quotas, and align individual objectives with company objectives. However, without an effective sales performance planning solution, most companies face inaccurate goals, territory infighting, lost productivity, and missed opportunities. Challenges Without effective sales performance planning, organizations are unable to: • • • • • target the right customers and establish sales budgets, quotas, and objectives that are in line with corporate strategy easily update alignments, budgets, quotas, and objectives to ensure accuracy before final release to the sales force streamline manual, inconsistent processes for managing territory and sales channel alignments, budgets, quotas, and objectives ensure salespeople understand how they must perform to be effective in their role identify sales performance trends, territory imbalances, or channel opportunities, and respond to changing market and business conditions Capabilities Synygy’s sales performance planning solution eliminates these challenges and enables organizations to: • • • • • set accurate budgets for managers, motivational sales quotas and objectives for salespeople, and maintain equitable sales territories and channels that align with sales strategy adjust territories, budgets, and quotas based on market conditions and other variables, and review and approve objectives to ensure strategic alignment automate efficient, traceable processes to effectively manage sales performance planning from a single web portal communicate clearly and in a timely manner territory and channel assignments, objectives criteria, and how budgets and quotas were set and adjusted analyze goal achievement and other metrics to assess performance across the sales force, evaluate territory structures and budget and quota setting methodologies, and adapt to evolving business needs and corporate strategy www.synygy.com Copyright © 2011 Synygy Inc. All rights reserved. Synygy’s Solution Synygy’s solution provides superior software and professional services to set, adjust, approve, and communicate budgets, quotas, and objectives, as well as manage territories and channels from a single web interface. Software Synygy’s specialized sales performance planning software facilitates the execution of sales strategy with budgets and quotas management, objectives management, territory management, and distribution channel management. Sales planning software helps salespeople understand their performance and what they must do to maximize sales potential, and helps managers and executives effectively position their sales force. Consulting Services Synygy’s strategic consulting services allow organizations to understand how to properly set up budgets, quotas, and objectives that best motivate salespeople towards consistent goal achievement. Additionally, Synygy provides territory and distribution channel alignment methodology design, which enables organizations to balance potential, maximize sales, and enhance sales force productivity. Configuration Services Through automation, Synygy’s sales performance planning configuration services ensure consistent and timely management of sales performance. All processes to set, approve, modify, communicate, and analyze budgets, quotas, objectives, territories, and channels are tested and configured for efficiency and accuracy before final release to the sales force. Easily view and adjust territory alignments, quotas and budgets, and other sales performance planning metrics Change Management Services Synygy’s sales planning methodology change management services provide a risk-free way for companies to adapt budgets, quotas, objectives, territories, and channels as company strategy and market conditions evolve over time. Synygy assists organizations to quickly identify and improve problems such as over or under-staffed sales territories and variations in quota attainments as they emerge. Process Management Services Synygy’s expert process management services include the administration of budgets, quotas, objectives, territory and distribution channel alignments and enable companies to ensure strategic alignment on an ongoing basis. When process management services are delivered by Synygy’s skilled team of global professionals, organizations can be confident their ad-hoc requests are always completed on time. Synygy is one of the only providers of sales compensation and sales performance management software and services backed by third-party validations of security and processes—including extensive SAS 70 Type II auditing, Sarbanes-Oxley compliance, Open Web Application Security Project (OWASP) compliance, ISO 27002 compliance, Safe Harbor certification, and HIPAA compliance. www.synygy.com Copyright © 2011 Synygy Inc. All rights reserved.