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Meet the Rev Planning Agent

September 29, 2026 10:00 AM
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A rep quits. A territory shifts. A quota stops making sense. Your plan doesn't know any of it happened.

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.

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

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

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.

John Houston
John Houston
Associate Product Marketing Manager, CaptivateIQ

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.