Sell your sales strategy. Visualize how you’ll grow your business.
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What is a sales roadmap?
Sales roadmaps visualize the strategies and initiatives sales teams will use to hit their targets. While sales reps focus on nurturing individual opportunities, a sales roadmap zooms out from specific deals and pipelines, showing the big picture of an entire sales organization. Sales leaders use roadmaps to communicate their goals and plans to other departments, including marketing, product or operations. Sales roadmaps are especially valuable for global sales teams—they show how different regions will work together to achieve organizational growth. As sales teams grow and expand, a sales roadmap ensures each team member is aligned to the wider vision not only of the sales department, but the entire company.
Pivot and Filter
Need a custom data set? You don’t need a different roadmap. Tailor what you show, then save that view for later.
Departments or teams build their own roadmap—which can be rolled into a Portfolio roadmap with a few clicks.
Highlight major dates and initiatives with roadmap milestones.
Quickly import your data and hit the ground running with our drag-and-drop editor.
Share, discuss and track activity on your roadmap.
Personalize your plan with custom color palettes and flexible export options.