Meet the Rev Planning Agent (CaptivateIQ Demo)

A rep quits. A territory shifts. A quota stops making sense.

Your plan doesn't know any of it happened.

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See how the Rev Planning Agent builds your plan, monitors it after you publish, and surfaces what needs attention before you go looking for it.

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In this live demo, you'll see how it can:

• Assign accounts to territories from a plain-language description of your plan, then refine and validate the output against your intent
• Flag problems on its own, including coverage gaps, overloaded territories, and quotas your roster can't realistically carry
• Recommend a fix and model it for you, so you can generate the scenario in one click or talk through the trade-offs with the agent

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Sales planning stops being a once-a-year build and becomes a model that tells you when it needs attention.


Speaker: John Houston, Associate Product Marketing Manager, CaptivateIQ

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