Case Study: Ivanti improves sales planning and forecasting with ProKarma and Anaplan

Sales planning transformation for Ivanti

Ivanti, formed from the merger of LANDESK and Heat Software, needed a better way to handle sales planning and forecasting. Its existing Excel-based quota and revenue models were complex, time-consuming to update, and difficult to share across teams, limiting collaboration and visibility. ProKarma partnered with Ivanti to address these roadblocks, using Anaplan to support its sales performance management needs.

ProKarma transformed Ivanti’s sales planning by automating manual processes and introducing best practices for data integration, modeling, and process automation. The result was more frequent data updates, more accurate and regular forecasting across the global sales team, improved collaboration, and more productive sales teams focused on sales objectives instead of unwieldy spreadsheets.

Ivanti