Planium Software Ltd.
Sales Planner
Plan and monitor your sales and budget
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Sales Planner
Planium Software Ltd.
Overview
Product Applications
The Sales Planner is intended to be the planning and
budgeting tool for sales and marketing managers.
The 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.
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Sales Planner
Planium Software Ltd.
Overview
(2)
Target Users
•
Marketing and Sales managers in any business or organization that
sales products or services and applies marketing and sales resources
in order to generate these sales.
•
The Sales Planner is flexible enough to be adjusted to businesses of
different industry and different size - small, medium and large.
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Sales Planner
Planium Software Ltd.
Main Benefits
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.
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Sales Planner
Planium Software Ltd.
Flowchart
Framework Planning
Sales Plan
Operational Planning
Budget
Activities:
•Direct Mail
•Advertising
•Telemarketing
•Exhibitions
•…..
Planning Results
Sales Success Analysis
• per Activity
• per Market
• per Product
•Activity Schedule
•Responsible Schedule
•Material Schedule
•Resource Plan
Framework Planning
vs.
Operating Planning
Material
High quality
Reports and
Graphs
Export:
MS-Excel
MS-Project
HTML
Sales
Sales Plan
Sub Activities
Labor
Expenses
Budget
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Sales Planner
Planium Software Ltd.
Main Features
 Quick to learn, Easy to use
- Step by step on-line guide for novice user
- Enhanced on-line help
- Plan Navigator helps to identify and operate functions quickly
 Flexible and Customizable
- Easily adjusted to different businesses
- Samples by industry
 Highly Professional
-
Advanced budgeting and planning tools
Powerful analysis tools
High quality reports and graphs
Build-in modeling and calculations
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Sales Planner
Planium Software Ltd.
Workflow
(1)
• STEP 1 - Basic Data Entry
Enter basic data into the following tables: Product List, Market List, Responsible
List, Activity Types and Sales Materials. This data will be used in the planning
and analysis screens.
• STEP 2 - Framework Planning
 Select the plan year in the General Screen
 Enter the Sales Plan by Products and by Markets
 Enter the Marketing and Sales Expenses (Budget) by Activity Types and by
Expense Types
• STEP 3 - Operating Planning
Enter the Sales Activities that are planned for the plan year. For each
activity enter the following data:





Activity type and date
Sales generated by this activity
Sales Materials
Sub Activities
Costs and Work Hours
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Sales Planner
Planium Software Ltd.
Workflow
(2)
• STEP 4 - Analysis
 Compare and adjust Operating Planning to Framework Planning.
 Analyze the results of the planning: Sales vs. Costs per each
Activity, Product and Market.
 Refine the planning if needed, then produce reports and graphs to
present the plan.
 Analyze the activities schedule, responsible schedule and material
schedule and use them to execute and monitor the plan.
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Sales Planner
Analysis Tools
Planium Software Ltd.
(1)
The Sales Planner includes powerful analysis tools that help the user to
perform the planning, analyze the results and present the plan to other
managers and employees in order to make it applicable. These tools
include technical tools and logical tools.
The technical analysis tools include:
 High quality and easily customized Reports and Graphs
 On-screen table presentations with:
• Hierarchical tree easily expandable to show different levels of the
analyzed data
• Periodical view (Gantt alike) presentation of activities schedule
• Data sorting and grouping according to user selection
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Sales Planner
Analysis Tools
Planium Software Ltd.
(2)
The logical analysis tools include:
 Comparison tables – compare framework plan to operating plan.
 Sales Ratio and Success analysis– compare sales to costs for each
product, market and activity type.
 Sales Analysis by markets and products
 Budget Analysis by activity types
 Schedule analyses – Activities, Responsible, Material – enable to view
and analyze schedule and timing, to locate resource limits and timing
problems and to execute and monitor the plan.
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Sales Planner
Planium Software Ltd.
Specifications

Stand-Alone Application

Runs on Windows 95/ 98/ NT/ 2000/ ME

Pentium II 350MHZ or more

64MB RAM

35MB disk space (100MB in Windows older than 2000/ ME)

Export to MS-Excel, HTML and MS-Projects (2000)

Developed with Microsoft’s most advanced development tools
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Sales Planner
Planium Software Ltd.
Sample Screens
Sales Plan
Highlights
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Sales Planner
Planium Software Ltd.
Sample Screens
Sales Ratio
Activities Schedule
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Sales Planner
Planium Software Ltd.
Sample Screens
Graphs
Report Preview
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Sales Planner
Planium Software Ltd.
The Company
Planium Software Ltd. is a private software company, formed in Israel
in the year 2000.
The Company specializes in developing software for Business and
Financial Planning and intends to become a leading software vendor in
these fields.
Our mission is to create advanced software tools that will really assist
managers and business people around the globe in managing their
businesses and taking the right business decisions.
Planium’s team is very experienced in creating state-of-the-art software
tools that incorporate professional knowledge with ease-of-use and
applicability and give the appropriate answers to the users needs.
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