Strategic Sales Planning Services for Revenue Growth

Optimize your sales planning strategy with the integration of tailored sales performance management solutions. Implement a meticulously crafted and automated sales planning process to enhance efficiency while ensuring your sales team complete engagement. This strategic approach empowers them to make a substantial impact on your company’s sales performance management.

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Strategically Align Territories and Set Quotas

OpenSymmetry provides expertise in sales planning strategy services, aiding clients in establishing balanced territories and setting fair quotas. Our collaborative approach involves understanding customer dynamics, market nuances, and implementing data-driven methodologies for effective sales operations planning. Additionally, we incorporate ground-level market intelligence into the process as needed.

Working with diverse enterprises featuring intricate sales team structures and complex product portfolios, OpenSymmetry excels in optimizing the return on sales spend.

Our methodical four-step approach to sales planning—Assessment, Design, Modeling, and Rollout/Deployment—ensures that your processes are meticulously designed for sales effectiveness, retention of top performers, financial integrity, repeatability, and instilling trust.

A strong sales planning strategy also depends on clear governance around how decisions are made, reviewed, and adjusted over time. OpenSymmetry helps organizations define the roles, approval workflows, data inputs, and exception processes needed to keep territory and quota decisions consistent, transparent, and defensible. This structure gives sales, finance, operations, and leadership teams a shared framework for evaluating plan changes, responding to market shifts, and maintaining confidence in the planning process from year to year.

Stop searching. We have your answers.

Stop searching. We have your answers.

WHAT IS SALES PLANNING

Re-imagine Sales Planning

Review your Sales Planning business process to identify opportunities to align your territory and quota process to your business goals and leverage data better.

Develop Improvement Plan

Assess concerns, risks, and capabilities of the current sales planning software against your needs. Develop next steps, associated costs, and timeline in support of program recommendations.

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Next Steps

Register for a Sales Planning workshop

to receive best practice next steps.

OpenSymmetry will complete a holistic review of your Sales Performance Management program leveraging expertise, benchmarks & best practices to identify opportunities to improve the incentive compensation management process. This assessment evaluates the health of your sales planning program, focusing on the technology supporting your process and its ability to meet your current and future business needs. Leveraging information gained during this effort, OpenSymmetry will provide you with additional information on alternative technologies (available on the market) so you may assess options to achieve a more efficient, low-risk operation.

Following completion of this work effort, you will have the necessary information and knowledge to confidently invest in the current ICM solution or consider alternative solutions.

 

Resources for Sales Planning

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Sales Planning Guide

Reimagine Sales Planning

This guide will explore the challenges of sales planning, the future of sales planning, the technology platforms, and capabilities available, and a roadmap to success. Let’s re-imagine sales planning and unlock its full potential.

Download Now


Global Client Testimonials

“Sunrun maximized the value of our incentive compensation system, and we were able to increase overall sales volume of solar panels and batteries. We’re now able to better serve both our employees and our customers. The efficiencies generated from this new ICM system have led to an increase in deployment of solar across the United States.”

ROBERT YEAGER
Director of Compensation, Sunrun

Global Client Testimonials

“OpenSymmetry rose to the challenge of creating a roadmap for an efficient, centralized ICM system for us. We started off with over 100 incentive plans throughout the bank in different lines of business, meaning the incentive administration was decentralized. With the help of OpenSymmetry, we have improved efficiencies by streamlining our incentive compensation administration to a single system.”

Kimberly Hinrichsen
VP & Sr. Director of Incentive Admin, U.S. Bank

Global Client Testimonials

“After working [with OpenSymmetry], my whole world changed. From working with a huge, onerous spreadsheet system, it’s gotten simpler. It’s changed the game for everyone in the company. We have improved timelines for making information available for reps. It shifted my perspective to dig deeper into the data.”

Courtney Aubin,
Senior Sales Commissions Analyst, Blackbaud

Global Client Testimonials

“Working with OpenSymmetry, we experienced openness, flexibility, and total commitment to our success from UK team. I was surprised that instead of coming up with solutions to fix our problems only, they were always looking for ways to simplify, streamline, and improve our processes in the same time. Due to that kind of commitment, we went from having over 100 configuration rules to just 27.”

Petra Maurova
Sales Rewards, SITA

Global Client Testimonials

“OpenSymmetry helped us to evaluate our ICM program in a new light. Their technical and business expertise allowed us to understand the details of how changes would impact our system and processes. This enabled us to implement changes that would have the biggest impact on our business.”

Sales Operations Manager
Wacker Neuson

Global Client Testimonials

“OpenSymmetry’s culture was a really good fit with T-Mobile. They were very open-minded and spent as much time listening and collaborating with us as they did telling us what needed to be done. That type of humility with such solid knowledge and capability was a perfect match for us.”

Clayton Tredway
Director Customer Care, T-Mobile

Global Client Testimonials

“OpenSymmetry helped automate our data feeds and update our configuration of Xactly Incent, and these improvements helped us save approximately 7,200 hours per year by eliminating manual calculations, minimizing adjustments, and building trust in the data to reduce shadow accounting. When we got this working right, we reduced what took days to 3.5 hours. Time savings have been so key for us.”

Justin Ritchie
Senior Director of Sales Operations, Manheim (subsidiary of Cox Enterprises)

Global Client Testimonials

“Working with OpenSymmetry, we have implemented a formal, auditable, trackable sign-off process for the payouts. It’s made a huge improvement. No more paper. Information is at associates’ fingertips 24/7. Managers can view sales results and compensation results for their teams, which leads to more effective and efficient management. The availability of information has made a huge difference.”

Jennifer Wooster
Vice President – Group Actuarial and Compensation Officer, Ameritas

Resources for Strategic Services

opensymmetry logo

Sales Planning Guide

Reimagine Sales Planning

This guide will explore the challenges of sales planning, the future of sales planning, the technology platforms, and capabilities available, and a roadmap to success. Let’s re-imagine sales planning and unlock its full potential.

Download Now

SPM Vendor Selection

Choosing an SPM solution with confidence

A common challenge for many companies is effectively evaluating and selecting the right Sales Performance Management (SPM) technology solution.

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opensymmetry logo

SPM Vendor Selection

Choosing an SPM solution with confidence

A common challenge for many companies is effectively evaluating and selecting the right Sales Performance Management (SPM) technology solution.

New call-to-action

 

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Building an Effective Business Case for SPM Solution

SPM solutions helps improve business performance

After helping our clients build their own business cases, we’ve learned what works. These two must-do’s for building an SPM solution business case make it nearly impossible for your stakeholders to say “no.”

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6 Common Mistakes of Selecting a Sales Performance Management Solution

Choose the right vendor for your current and future state needs

To help achieve “best practices” around the management of their sales compensation programs, many companies rely upon Sales Performance Management (SPM) solution providers to leverage new technology solutions to reach these goals.

New call-to-action

opensymmetry logo
opensymmetry logo

6 Common Mistakes of Selecting a Sales Performance Management Solution

Choose the right vendor for your current and future state needs

To help achieve “best practices” around the management of their sales compensation programs, many companies rely upon Sales Performance Management (SPM) solution providers to leverage new technology solutions to reach these goals.

New call-to-action

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Considerations When Replacing Your SPM Technology Solution

We identify seven key areas we find critical to completing this effort

Understanding the challenges companies face when migrating Sales Performance Management (SPM) technology solutions can be a significant undertaking.

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Sales Performance Management Optimization

Unique culture brought big discoveries to the sales compensation process

Getting a clear view of the SPM configuration and whether or not it was optimized to meet sales compensation program needs.

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opensymmetry logo
opensymmetry logo

Sales Performance Management Optimization

Unique culture brought big discoveries to the sales compensation process

Getting a clear view of the SPM configuration and whether or not it was optimized to meet sales compensation program needs.

New call-to-action

OpenSymmetry Global Offices

About Us

OpenSymmetry enables clients to achieve greater operational efficiency, strengthen sales planning, and get better sales results. We are a global consulting company specializing in the planning, implementation, and optimization of industry-leading technology suppliers of sales performance management solutions.

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