On-demand Webinar

Sales Planning and Analytics: How digital transformation is boosting the bottom line

Driving Sales and Marketing Performance through Unified Planning and Analytics

Webinar with Dresner Advisory

CRM systems are the backbone of sales and marketing activities. They hold a wealth of data which, combined with insights from other tools such as marketing automation solutions, has the potential to inform future activities. However, many sales and marketing leaders are unable to make effective decisions due to a lack of reporting capabilities within their CRM solution. They struggle with difficult and cumbersome alignment between the teams, making it challenging to bring disparate data sources together without a standardized planning methodology.

Through Board’s integrated business planning and analytics platform, sales and marketing professionals can compare sales figures and marketing results instantly with other data sources from across the business for true visibility into what’s driving the numbers and where improvements can be made. This information can then be used as the basis for accurate plans, budgets, and forecasts in a collaborative approach which creates accountability over results. 

Watch this webinar to learn more about the importance and success of Sales Planning in the digital world. Hear from Chris von Simson of Dresner Advisory on the value of Sales Planning and its core capabilities, and learn how the Board Decision-Making platform can enable modern organizations to:

  • Plan Sales Compensation and manage Sales Territories with ease
  • Compare Sales figures and Marketing results instantly with other data sources from across the business
  • Leverage historical performance figures to plan and estimate the future outlook of the business
  • Manage budget and forecast submission, review, approval and versioning, as well as commentary, through an automated workflow



  • Chris von Simson / Research Director

    Chris von Simson is a Research Director at Dresner Advisory Services. Previously, he was vice president of customer engagement at MicroStrategy, Inc., where he managed the strategy, research, development, and implementation of programs to create a bond between the software organization and its end user constituents. Prior to his career in high tech, Mr. von Simson was a Course Leader at Amersham and Wycombe College in England.

  • Lawrence Serven, M.B.A. / Regional Director

    Lawrence Serven is a well recognized subject matter expert in Enterprise Performance Management and is a Director for Board International. Lawrence began his career as a FP&A Manager for Pepsi Cola International before going into consulting with Deloitte and KPMG. Lawrence is the author of Value Planning (J. Wiley & Sons) and is the Co-Founder of XLerant, Inc. a FP&A software company. Lawrence is a Summa Cum Laude graduate of Boston College and earned his M.B.A. at Duke University’s Fuqua School of Business.