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

Lative has transformed the way we measure our team's performance. With clear KPIs and real-time data, we can now make informed decisions that drive results.

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

If we had something like Lative we would have made different hiring decisions. We would have focused on Enterprise and avoided the costly mistake of selling to SMB for two years.

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

Lative takes the guess work out of continuous planning, without costly cross-functional support and custom development. Most companies simply forgo revenue efficiency calculations altogether and hope for the best, but hope is not a strategy.

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

Until we found Lative, we didn't have a standardized, automated way to measure and improve revenue performance.

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

Relying on spreadsheets meant I wasn’t using real-time data. I was making key business decisions based on intuitive guesses which were sometimes right, and sometimes completely wrong.

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.