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:
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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.
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.