Planning Solutions

Sales and Marketing planning has traditionally been a top-down activity with little linkage to the ground-reality in the field. Our applications enable a tight linkage between top-down segmentation and target-setting exercises with bottom-up spend allocation decisions. Customers have used our solutions for the following planning activities:

• Optimization of sales expenditure across target geographies/products
• Optimization of marketing spend across target programs
• Setting quota globally while balancing opportunity across all reps
• Creating financial forecasts of the impact of investments in different customer segments

Business Impact of
LatticePLANNING

• Increase revenue 5%+ in 12-months
• Optimize sales & marketing spend by aligning resources to areas of highest return on investment
• Assign opportunity-based quotas to territories, managers and reps

• Planning activities in most organizations are well-intentioned, but generally ad-hoc efforts. Operations teams will try and marshal a fact base for decision-making, but market realities often require a different cut or key piece of missing data to enable executives to make a fact-based decision.
• Lattice planning solutions provide the data and analytics to make planning decisions that lead to high returns in the coming quarter or year.