Sales Planning with Mark Bergen from Shopify Plus

Mark Bergen is the Head of Sales at Shopify Plus. He will be leading a discussion on Sales Planning. Mark will talk about trying to break the annual planning cycle and move to rolling 4Q forecasts and the pitfalls/frustrations of annual planning.

"Sales planning is a mundane, but unfortunately, required and sometimes scary task. Where to invest, how to accelerate core sales metrics, critical organizational dependencies, and what you are willing to commit to in front of the org are just a few of the concerns that come into play.

Let's take some time to explore a few common approaches, but move to a discussion about how to build reasonable risk into planning and balance the need for a financial commit and risk taking."