Case Study

Sales Ops Delivers Comprehensive Territory Planning with Cloud Planning

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For a rapidly growing company like Rubrik, it’s essential to figure out strategy quickly. As the cloud data management company’s popularity grew, the need to grow the sales team became increasingly greater. Using spreadsheets to organize sales regions and territories, quotas and revenue became nearly impossible as it did not scale with the rapid growth of the young technology company. Rubrik’s CFO purchased the entire Adaptive Planning platform, first implementing Financial Planning for budgeting and reporting, followed by Sales Planning for capacity, quota, and territory planning.

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