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The CFO Playbook on Sales Performance Management: The Finance Perspective on SPM
Date:     Mon, May 12, 2014
Time:     02:00 P.M. ET
Duration:     1 hour
Cost:    FREE


One of the most costly yet crucial functions in an enterprise is its sales force -- getting sales right is imperative to achieving profitable growth.

Gone are the days of stable sales territories and predictable sales cycles. Growing competition and price pressures are forcing companies to deliver more complex bundles of products and services in order to create compelling value propositions for increasingly demanding customers. In light of these challenges, the sales function must be able to focus on achieving goals, aligning inventory to customer demand, and gaining better insight into customer segments, distribution channels, and a growing list of diverse product lines.

The more reliable and error-free the sales process, the more effective a sales team can be in helping to achieve company-wide goals of driving revenues and increasing profitability. An efficient, well-controlled sales process allows businesses to accurately manage sales compensation; correctly determine sales territories and quotas; and develop reliable forecasts over longer time horizons. And for these reasons, many CFOs are turning to sales performance management (SPM) tools.

SPM systems allow finance teams to automate sales-related reporting from a variety of disparate sources -- ERP, CRM, spreadsheets, and other financial management systems. SPM systems also provide greater visibility and transparency into sales reporting -- which helps to support decision making -- and into incentive-compensation calculations -- which helps to reduce distraction and shadow accounting among the sales force.

This CFO Playbook Webcast will explore the opportunities and risks of SPM, as well as how finance chiefs can make an informed decision on whether or not to make this investment.

Topics covered during this Webcast include:
About the Panelists
Merritt Alberti, Director, Deloitte Consulting LLP

Merritt Alberti is a Director with Deloitte Consulting's Sales Force Effectiveness and Customer Transformation market offering, and is the Managing Director of Deloitte Consulting's Austin office. Mr. Alberti regularly serves some of the largest and most admired technology, life sciences and retail companies in the world, helping them solve complex go-to-market and business development challenges, and helping them increase their ROI on their investment in sales assets.

With more than 15 years of experience developing, deploying and supporting sales performance management systems, Mr. Alberti provides clients with both advisory and technology support in the areas of sales operations, sales process, sales deployment, CRM, quote-to-cash and sales compensation. Prior to joining Deloitte Consulting, he held positions with CGI and with The Alexander Group; he has also served as Senior Vice President of Client Services with CallidusCloud.

Carter Hinckley, Managing Director, Blue Ridge Partners

Carter Hinckley is a Managing Director with Blue Ridge Partners. He has more than 30 years of experience in sales, senior management and consulting -- all focused on helping firms grow sales more effectively. Most of Carter's experience has been in the software, technology and financial services industries, working with firms in transition due to acquisition, product maturity or changing markets and channels.

Before joining Blue Ridge Partners, Carter started, grew and sold a software consulting firm dedicated to helping firms use CRM and other software to increase sales. Prior to that he worked in marketing at Merrill Lynch, consulting at Booz Allen and software development at The Boston Company.

About the Moderator

The opportunity to earn continuing professional education (CPE) credit in connection with this Webcast is available only to those who have attended the live Webcast.

Those who attend the Webcast after the live Webcast has aired do not have the opportunity to earn CPE credit for this Webcast.

We invite you to stay tuned to for information about upcoming Webcasts that will offer attendees opportunities to earn CPE credit.

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