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.

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.

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
Resources for Strategic Services
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.
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.”
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.
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.
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.
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.
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.







