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Modern Sales Planning – A Journey Through Digitalization

December 8, 2021
1:00pm ET

Few functions within the firm have undergone as much change as the sales organization. Operating in change-intensive environments, sales forces have had to react to heightened uncertainty in demand, product supply, and customer access since the pandemic's onset. In trying to adapt, many have been hobbled by one thing that hasn't changed much: sales planning. Traditional approaches to sales planning simply do not accommodate the pace of change now experienced by the typical sales leader.
 
Progressive sales forces are transforming sales planning in ways that speed decision-making and support organizational agility. These new planning approaches integrate data sources, promote efficient cross-functional inputs, pull in new sources of insight, and yield dramatic improvements in forecast accuracy and utility. In this presentation, Liran Edelist and Rohan Kapil review a framework for planning transformation and a maturity model that can help sales forces define a path to improving their planning effectiveness.

In this webinar, you will:

  • Learn the benefits of the digital transformation of sales planning
  • Review a framework for planning transformation and a maturity model to help improve planning effectiveness
  • Learn how planning approaches yield dramatic improvements in forecast accuracy and utility
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Prices are subject to change without notice. All sales are nonrefundable. Access to the live event is limited to the first 1000 participants, so be sure to log on up to 15 minutes prior to the event start time. The live event includes access to playback. Playback and the on-demand webinar are available two business days following the live event, and you can access them for 90 days. If you order the on-demand webinar after the live event, your 90-day access begins the day of order.

HRCI credits will only be granted for attending the live webinar event. On-demand webinars do not qualify for HRCI credit. You may receive a certificate of completion for watching an on-demand webinar. Please contact Customer Experience Team at 877-951-9191 (United States and Canada) or +1 480-951-9191 (Outside US) or email customerexperience@worldatwork.org to request this certificate. You'll receive it in two to four weeks via email.

Presenter
Presenter

Dr. Liran Edelist

President | Jedox

Dr. Liran Edelist is the President of Jedox Inc. a leading global provider of EPM solutions. He holds a PhD in Business Administration with a concentration in consulting and Information Systems. He has over 20 years of first-hand experience with financial and strategic planning technologies in both the public and private sectors. Dr. Edelist is also an experienced lecturer (visiting professor) at various academic and professional institutes.

Presenter

Rohan Kapil

Director, Advisory & Enablement | Jedox

Rohan Kapil is the Director of the Center of Excellence for Jedox, Inc. He holds an MBA in Strategy and Finance and a bachelor’s in Engineering in Computer Science. He has 14 years of experience in the enterprise performance management (EPM) space solving critical planning and budgeting problems and executing complex projects to enable ambitious growth.