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From Annual to Agile: Cross-Functional Sales Planning for Continuous Growth

September 18, 2025 10:00 AM
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Between headcount shifts, market pivots, the advent and acceleration of AI, and buyer expectations that change overnight, today’s sales environment is simply too dynamic for the traditional one-and-done annual planning approach. When quotas, territories, incentives, and capacity are locked into static spreadsheets, misalignment is inevitable and growth opportunities slip away.

As part of our 2025 Planning Week, CaptivateIQ will host a panel of leaders across RevOps, compensation, and finance to explore what it really takes to replace rigid annual models with agile, connected planning. We’ll unpack how leading teams are building continuous planning cycles that integrate every sales lever, support faster pivots, and strengthen trust across functions.

Join us on the fourth day of Planning Week – Thursday, 9/18 at 10 a.m. PT | 1 p.m. ET – to hear about:

  • Real-world examples of how cross-functional coordination during planning season optimizes results
  • How to move from reactive planning to proactive orchestration across functions
  • Practical ways to adjust quotas, territories, and incentives mid-cycle without breaking trust

Speakers

CaptivateIQ elevates expert voices from within the company and invites top minds from the world of ICM and SPM to lend their outlook and perspectives.

Katie Foote
Katie Foote
Chief Marketing Officer, CaptivateIQ
Johnathan Warren
Johnathan Warren
Director of Revenue Ops, CaptivateIQ
Saurabh Mehreja
Saurabh Mehreja
Senior Director, Sales Incentives, Siemens
Katia Terentyeva
Katia Terentyeva
CPA, ACCA, Head of Global Sales Compensation Operations, Elastic

One agile platform from planning to payout

Talk to our sales performance experts to learn how you can make sales planning and compensation a strategic growth driver.