Sales Planner


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Sales Planner

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Sales Planner

  1. 1. Sales Planner Plan and monitor your sales and budget Planium Software Ltd.
  2. 2. <ul><ul><li>Planning and monitoring the sales plan and the sales budget </li></ul></ul><ul><ul><li>Scheduling and monitoring the sales activities (including costs, labor and material) </li></ul></ul><ul><ul><li>Preparing Framework (top-down) planning and Operating (detailed) planning </li></ul></ul><ul><ul><li>Analyzing the plan and making decisions </li></ul></ul><ul><ul><li>Presenting the plan to other managers and employees. </li></ul></ul>Overview Product Applications <ul><ul><li>The Sales Planner is intended to be the planning and budgeting tool for sales and marketing managers. </li></ul></ul><ul><ul><li>The Sales Planner helps in the following tasks: </li></ul></ul>
  3. 3. Overview (2) Target Users <ul><li>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. </li></ul><ul><li>The Sales Planner is flexible enough to be adjusted to businesses of different industry and different size - small, medium and large. </li></ul>
  4. 4. <ul><li>Adjusting Framework Planning to Operating Planning </li></ul><ul><li>Integrating financial planning, budgeting, activities and personnel planning to one plan with one planning tool. </li></ul><ul><li>Controlling and monitoring sales activities and costs </li></ul><ul><li>Setting clear schedules and targets to Sales and Marketing staff </li></ul><ul><li>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. </li></ul>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:
  5. 5. Flowchart Sales Plan Budget Framework Planning <ul><li>Activities: </li></ul><ul><li>Direct Mail </li></ul><ul><li>Advertising </li></ul><ul><li>Telemarketing </li></ul><ul><li>Exhibitions </li></ul><ul><li>… .. </li></ul>Operational Planning Sales Plan Budget <ul><li>Activity Schedule </li></ul><ul><li>Responsible Schedule </li></ul><ul><li>Material Schedule </li></ul><ul><li>Resource Plan </li></ul>Planning Results Export: MS-Excel MS-Project HTML Material Sales Expenses Labor <ul><li>Sales Success Analysis </li></ul><ul><li>per Activity </li></ul><ul><li>per Market </li></ul><ul><li>per Product </li></ul>Framework Planning vs. Operating Planning High quality Reports and Graphs Sub Activities
  6. 6. Main Features <ul><li>Quick to learn, Easy to use </li></ul><ul><ul><li>Step by step on-line guide for novice user </li></ul></ul><ul><ul><li>Enhanced on-line help </li></ul></ul><ul><ul><li>Plan Navigator helps to identify and operate functions quickly </li></ul></ul><ul><li>Flexible and Customizable </li></ul><ul><ul><li>Easily adjusted to different businesses </li></ul></ul><ul><ul><li>Samples by industry </li></ul></ul><ul><li>Highly Professional </li></ul><ul><ul><li>Advanced budgeting and planning tools </li></ul></ul><ul><ul><li>Powerful analysis tools </li></ul></ul><ul><ul><li>High quality reports and graphs </li></ul></ul><ul><ul><li>Build-in modeling and calculations </li></ul></ul>
  7. 7. Workflow (1) <ul><li>STEP 1 - Basic Data Entry </li></ul><ul><li>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. </li></ul><ul><li>STEP 2 - Framework Planning </li></ul><ul><ul><li>Select the plan year in the General Screen </li></ul></ul><ul><ul><li>Enter the Sales Plan by Products and by Markets </li></ul></ul><ul><ul><li>Enter the Marketing and Sales Expenses (Budget) by Activity Types and by Expense Types </li></ul></ul><ul><li>STEP 3 - Operating Planning </li></ul><ul><ul><li>Enter the Sales Activities that are planned for the plan year. For each activity enter the following data: </li></ul></ul><ul><ul><ul><li>Activity type and date </li></ul></ul></ul><ul><ul><ul><li>Sales generated by this activity </li></ul></ul></ul><ul><ul><ul><li>Sales Materials </li></ul></ul></ul><ul><ul><ul><li>Sub Activities </li></ul></ul></ul><ul><ul><ul><li>Costs and Work Hours </li></ul></ul></ul>
  8. 8. Workflow (2) <ul><li>STEP 4 - Analysis </li></ul><ul><ul><li>Compare and adjust Operating Planning to Framework Planning. </li></ul></ul><ul><ul><li>Analyze the results of the planning: Sales vs. Costs per each Activity, Product and Market. </li></ul></ul><ul><ul><li>Refine the planning if needed, then produce reports and graphs to present the plan. </li></ul></ul><ul><ul><li>Analyze the activities schedule, responsible schedule and material schedule and use them to execute and monitor the plan. </li></ul></ul>
  9. 9. Analysis Tools (1) <ul><li>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. </li></ul><ul><li>The technical analysis tools include: </li></ul><ul><ul><li>High quality and easily customized Reports and Graphs </li></ul></ul><ul><ul><li>On-screen table presentations with: </li></ul></ul><ul><ul><ul><li>Hierarchical tree easily expandable to show different levels of the analyzed data </li></ul></ul></ul><ul><ul><ul><li>Periodical view (Gantt alike) presentation of activities schedule </li></ul></ul></ul><ul><ul><ul><li>Data sorting and grouping according to user selection </li></ul></ul></ul>
  10. 10. Analysis Tools (2) <ul><li>The logical analysis tools include: </li></ul><ul><ul><li>Comparison tables – compare framework plan to operating plan. </li></ul></ul><ul><ul><li>Sales Ratio and Success analysis – compare sales to costs for each product, market and activity type. </li></ul></ul><ul><ul><li>Sales Analysis by markets and products </li></ul></ul><ul><ul><li>Budget Analysis by activity types </li></ul></ul><ul><ul><li>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. </li></ul></ul>
  11. 11. Specifications <ul><li>Stand-Alone Application </li></ul><ul><li>Runs on Windows 95/ 98/ NT/ 2000/ ME </li></ul><ul><li>Pentium II 350MHZ or more </li></ul><ul><li>64MB RAM </li></ul><ul><li>35MB disk space (100MB in Windows older than 2000/ ME) </li></ul><ul><li>Export to MS-Excel, HTML and MS-Projects (2000) </li></ul><ul><li>Developed with Microsoft’s most advanced development tools </li></ul>
  12. 12. Sample Screens Sales Plan Highlights
  13. 13. Sample Screens Sales Ratio Activities Schedule
  14. 14. Sample Screens Graphs Report Preview
  15. 15. The Company <ul><li>Planium Software Ltd. is a private software company, formed in Israel in the year 2000. </li></ul><ul><li>The Company specializes in developing software for Business and Financial Planning and intends to become a leading software vendor in these fields. </li></ul><ul><li>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. </li></ul><ul><li>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. </li></ul>