Lative is a capacity planning and revenue efficiency platform that enables modern revenue teams running Salesforce to supercharge their sales performance. Say goodbye to manual data pulls, complicated custom models, and endless spreadsheets driven by guesswork.
Supercharge your sales engine


Measure
Calculate sales capacity, productivity, ROI, and CAC across business dimensions in real-time using industry-standard KPIs
- Accurately calculate sales team capacity to avoid over or under-allocation of resources and their effects on target attainment and profitability
- Accurately calculate productivity, efficiency, and profitability across locations, teams, products and even down to individual team members
- Apply clearly defined industry best practices metrics and KPIs to avoid confusion and misalignment
- Measure team ramp times, tenure, and attrition to understand and evaluate how staffing changes and enablement efforts are impacting performance
- Reduce time and effort involved in developing, maintaining and constantly fixing advanced custom reports, dashboards and spreadsheet models
Benchmark
Compare sales capacity, performance and efficiency to identify risks and opportunities, and where best to invest
- Triangulate current team capacity to validate sales forecasts and predict potential divergences from the plan using actual operating data
- Compare and trend performance over any time period to measure the impact of changes like new campaigns, products, territories, enablement programs and more
- Predict the impact of investment decisions on your future trajectory
- Identify outliers to diagnose performance issues and uncover opportunities
- Enhance and support business reviews with continuous monitoring and real-time metrics


Plan
Accurately test, adjust and justify investment, hiring and growth plans with AI-powered capacity planning and simulations
- Improve the accuracy of the strategic planning process by simulating and predicting the revenue and contribution impact of hiring, resource allocation and investment decisions using real "bottoms-up" operational performance data
- Streamline budgeting, planning and reporting processes between the revenue and finance teams to enhance collaboration and alignment
- Make informed decisions on revenue improvement and cost-saving initiatives based on how they will affect the overall revenue plan
- Evaluate where your resources are allocated and perform what-if scenarios. “What if we stop selling Product A?”, “What if I want to invest in another market?”
- Confirm and validate root causes and potential solutions for underperformance
Execute
Implement and track the outcomes of your growth plans and revenue efficiency initiatives
- Identify potential divergences from the plan as they happen and adjust quickly with confidence to get back on track
- Immediately measure the impact of enablement programs on overall productivity and ramp times for sales team members
- Improve and optimize quotas and compensation to align motivation with sales contribution and ROI
- Reallocate resources to geographies, segments, products or other areas that are outperforming and dial back where they aren't
- Create new retention incentives and programs if team attrition ticks up unexpectedly


Integrate
Automate data integration and consolidate across your data sources for a single source of truth in real-time
- Consolidate revenue operating, team and cost data across systems for a unified 360-degree view in real-time
- Eliminate manual, duplicated and time-consuming data import and transformation processes
- Easily incorporate your historical data to trend and measure performance changes over time and as they happen
- Connect to multiple Salesforce instances to measure performance across your portfolios
- Integrate with 150+ CRM, GTM, Finance, HR and other data sources
Available on the Salesforce AppExchange

Lative is a Salesforce Partner and can onboard Salesforce customers within 20 min through the AppExchange.
The Lative integration with Salesforce allows for bi-directional synching in real-time giving you a seamless experience to access and view your data.
*For SalesForce.com customers only, you can install a free trial of Lative from the SalesForce AppExchange now. Non Salesforce customers please contact Sales here.
