Case Study: Citrix Systems achieves global territory and quota management efficiency with Accelytics and Anaplan

Citrix boosts territory and quota management for 340 users with Accelytics

Citrix Systems, a major multinational software company, faced challenges with its global territory planning and quota setting processes. A lack of defined procedures and reliance on multiple Excel blueprints led to operational delays, coverage gaps, and increased manual work. Accelytics was engaged to address these issues.

Accelytics implemented a solution using the Anaplan platform to redesign and streamline Citrix's territory construction, assignment, and optimization processes. This provided sales management with enhanced capabilities for building territories, moving accounts, and identifying coverage scenarios. The results included improved territory viability and quota accuracy, faster processing times for territory updates, and the delivery of goal sheets. The solution supported 340 sales management users and 10 super users within Sales Operations.

Citrix Systems