Ist Sales Planner nützlich, auch wenn unser Geschäft gerade stabil ist und kein unmittelbarer Wendepunkt absehbar ist?

Absolut. Stabilität ist der ideale Zeitpunkt zur Optimierung. Sales Planner legt versteckte Ineffizienzen offen, schützt vor nicht erfasster Kundenfluktuation und stellt sicher, dass Ihr aktuelles Niveau gegen unerwartete Marktveränderungen resilient ist.

Können wir mehrere strategische Szenarien gleichzeitig modellieren und analysieren?

Ja. Sie können traditionelle On-Premise-Modelle neben Cloud-Transformationen rechnen oder direkte Vertriebsmodelle gegen mehrstufige Partnerkanäle vergleichen — und sehen sofort die Auswirkungen auf Cashflow und Kapazität.

Wie granular ist der Reifegrad-Check?

Er geht über oberflächliche Checklisten hinaus und analysiert die strukturelle Gesundheit Ihrer gesamten Vertriebsmaschine: von Pipeline-Metriken und Lead-to-Opportunity-Ratios bis hin zu organisatorischen Kompetenzen und Steuerungsmethodiken.

Eignen sich die Outputs der Plattform für den Beirat oder institutionelle Kapitalgeber?

Genau dafür ist sie konzipiert. Die Dokumentation, Rückwärtsrechnungen und zugrundeliegenden Annahmen liefern die fundierte Finanzvalidierung, die Banken, Private-Equity-Investoren und Beiratsmitglieder einfordern.

Wie unterscheidet sich Sales Planner von klassischer Strategieberatung?

Statt statischer, teurer Präsentationen, die in der Schublade verschwinden, erhalten Sie eine dynamische, operative Software. Wir verbinden strategische Expertise mit einem lebendigen Werkzeug, das sich anpasst, wenn sich Ihre Marktrealität verändert.

Erhalten wir Onboarding- und Umsetzungsbegleitung bei der Einführung?

Ja. Wir übergeben nicht einfach Software. Sie erhalten Begleitung auf Führungsebene, um Sales Planner nahtlos in Ihre Management-Zyklen zu integrieren — damit Ihr Führungsteam vom ersten Tag an vollständig ausgerichtet ist.

Is Sales Planner valuable if our business is currently stable without an immediate inflexion point?

Absolutely. Stability is the ideal time to optimise. Sales Planner clarifies hidden inefficiencies, protects you against unmapped customer churn, and ensures your current baseline is resilient against unexpected market shifts.

Can we run and analyse multiple strategic scenarios concurrently?

Yes. You can model traditional on-premise alongside cloud transformations, or compare direct sales models against multi-tier partner channels simultaneously to visualise cash flow and capacity impacts.

How granular is the Maturity Level Assessment?

It bypasses superficial checklists to audit the structural health of your entire sales engine: from pipeline metrics and lead-to-opportunity ratios to organisational competencies and management methodologies.

Is the platform's output suitable for the Advisory Board or institutional lenders?

Engineered precisely for that purpose. The documentation, backward calculations, and underlying assumptions deliver the rigorous financial validation that banks, private equity investors, and board members demand.

How does Sales Planner differ from traditional strategy consulting?

Instead of receiving static, expensive slide decks that gather dust, you get a dynamic, operational software application. We combine strategic expertise with a living tool that adapts as your market reality shifts.

Do we receive onboarding and execution support during implementation?

Yes. We don't just hand over software. You receive executive-level guidance to integrate Sales Planner seamlessly into your management cycles, ensuring your leadership team is fully aligned from day one.

Use Cases

6 Milestones Where Sales Planner Redefines Your Growth Strategy

Traditional sales planning for IT companies works fine — until it doesn't. Sales Planner is purpose-built for the defining moments that dictate an IT company's future value.

Business Model Change Shrinking Installed Base Ownership Succession & Handover Building a Partner Channel Regional or Geographic Expansion Growth After Plateau Phase

3ModulesMaturity Level · Plan Calculation · Implementation Control

5Year planning horizonWith automatic reverse calculation built in

∞Users at no extra costAdvisory board, sales, controlling, managing director

Your Situation

Can You Identify Your Current Reality?

Business Model Change

From Licenses to Recurring Revenue, Without Flying Blind

For owners & managing directors

Challenge

Your traditional licensing or project-based business isn't generating the margins it once did. The plan is to move toward SaaS, managed services, or subscriptions, but nobody can say with confidence what that does to your pipeline, cash flow, and sales capacity over the next five years.

Solution with Sales Planner

Sales Planner runs both business models side by side. Year by year, it shows exactly what share of revenue still comes from the old model and what share has to come from the new one. Its reverse calculation works backwards from your target, mapping the new customers, win rates, and sales capacity each year needs to make the shift real — turning revenue forecasting and sales budgeting for software companies into a discipline, not a guessing game.

Result

A transition path you can defend — to the advisory board, to the bank, and to your own team.

Module: Plan calculation

Shrinking Installed Base

Stop Patching Erosion With One-Off Deals

For sales management & executive management

Challenge

You're losing existing customers, and maintenance revenue keeps eroding. Until now, a handful of large individual deals papered over the gap, but that logic is running out of road. What you need is an honest read on how much new business is actually required just to hold revenue steady.

Solution with Sales Planner

Sales Planner separates existing revenue from new business cleanly. It calculates exactly how much new pipeline is needed to offset what you're losing, and what sales capacity that realistically demands. For companies running on contracts and recurring service revenue, this is sales planning for MSPs done properly: an annual guessing exercise turned into a number you can defend. The result is often sobering. It's also, for the first time, reliable.

Result

Clarity instead of gut feeling — a realistic picture of how much new business is genuinely needed, and how much isn't.

Module: Plan calculation + Implementation control

Ownership Succession & Handover

Hand Over More Than a Spreadsheet

For owners in transition

Challenge

You're preparing to hand over your IT or software company to the next generation, to a buyer, or to a management team. Much of what's carried the business so far has lived in your head. It needs to be on paper, in numbers, for someone else to run.

Solution with Sales Planner

The maturity assessment gives a clear, outside view of where the company actually stands today. The five-year plan documents the next stage of growth — assumptions, pipeline logic, and capacity needs — laying out the way sales planning for managed services should look before a handover, not during one. Together, they put the outgoing leader and the successor on the same page, literally.

Result

A handover package that gives you negotiating ground and gives the next generation a plan they can actually run with.

Module: Maturity level + Plan calculation

Building a Partner Channel

Know What a Healthy Channel Actually Costs

For channel managers

Challenge

The plan is to grow through resellers, system houses, or integrators — not by personally closing every additional account. The real question: how many partners, of what size, does the model actually need before it pays for itself, and when?

Solution with Sales Planner

Sales Planner models direct sales and partner revenue as two separate tracks. Enter your assumptions on partner count, revenue per partner, and ramp-up time, and see exactly which year the channel starts carrying real weight off direct sales — without quietly cannibalising it. Built around how IT systems integrators and value-added resellers actually generate revenue, it turns channel economics into something you can model, not just hope for.

Result

A channel strategy with a profitability case behind it — not just a sales channel that happens to exist.

Module: Plan calculation

Regional or Geographic Expansion

Pick the Next Market on Numbers, Not Instinct

For expanding IT & software companies

Challenge

The core business is working at home, and now it's time for the next market — a new country, a new industry, a new segment. Easy to romanticise. Expensive to get wrong.

Solution with Sales Planner

Sales Planner lets you plan region by region — distinct win rates, sales capacity, and ramp-up for each. You see, market by market, when the investment actually pays off, and which region deserves to go first. It's sales steering for IT service providers applied to expansion: less about chasing a competitor into a new market, more about sequencing growth in the order that makes economic sense.

Result

Expansion logic you can justify in the boardroom — instead of a country you opened because someone else already had.

Module: Plan calculation per region

Growth After Plateau Phase

Break the Plateau Without Just Hoping Next Year Is Different

For CEOs at a standstill

Challenge

Revenue has held at the same level for two or three years straight. Operations are fine, nothing's actually broken — but structurally, the company has stopped growing, and everyone knows another year of extrapolating from the last one won't fix that.

Solution with Sales Planner

The maturity assessment surfaces exactly where the company is holding back its own growth — sales organisation, market development, leadership, or strategy. The five-year plan forces a target that isn't derived from last year's number, and makes the moves required to hit it visible. For MSPs and IT service providers whose recurring revenue has gone flat, this is sales management in practice: a target, a path, and checkpoints along the way.

Result

A plan that doesn't dress up the plateau; it gets you out of it — with measurable milestones instead of year-end hope.

Module: Maturity level + Implementation control

Don't see your exact situation?