Case Study: Pitney Bowes achieves operational territory and quota management with Accelytics and Anaplan

Pitney Bowes equips 250+ sales leaders with Anaplan Territory and Quota Management using Accelytics

Pitney Bowes, a provider of customer engagement and mailing services, faced a challenge with a non-functioning Anaplan model for territory and quota management. The model, built by another partner, suffered from performance, usability, and logic issues, preventing its operational use for their sales kickoff. Pitney Bowes partnered with vendor Accelytics to urgently fix the model.

Accelytics quickly diagnosed and implemented updates to the Anaplan solution, standardizing and optimizing the planning processes. The results provided Pitney Bowes with a fully operational tool that allowed over 250 sales executives to track performance and model account assignments. The solution enabled the viewing of account summaries across multiple levels, versioning, change history tracking, and reduced processing times, all while supporting multiple simultaneous users without performance degradation.

Pitney Bowes