Territory and quota planning
Asked as “sales territory and quota planning tool”, and as “sales performance management platform”, on behalf of a mid-market B2B software company. 53 first choices recorded across the direct, paraphrase, budget and scale prompts, six models each.
Standing · first-choice share
36%
Contested · Everstage 6%
36CaptivateIQ Planning06Everstage06Maptive53others
36% of first choices, contested.
Since September 2026▼−1Since September 2026: 34% → 33%, −1 point. Inside the 12-point floor: within noise. Read over the models both editions asked.CaptivateIQ Planning held the lead, −1 point on 34%, inside the 12-point floor.
The standing
Share is the count of first choices across the direct, paraphrase, budget and scale prompts, over all six models, for a mid-market B2B software company. Ordered by share.
ProductFirst-choice shareNegative rateLabelsQuadrantSince September 2026
01
CaptivateIQ Planning36%7%41endorsed leader▼−1Since September 2026: 34% → 33%, −1 point. Inside the 12-point floor: within noise. Read over the models both editions asked.34% → 33%
CaptivateIQ Planning36%7%41endorsed leader▼−1Since September 2026: 34% → 33%, −1 point. Inside the 12-point floor: within noise. Read over the models both editions asked.34% → 33%02
Everstage6%0%12accepted challenger▲+2Since September 2026: 4% → 6%, +2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.4% → 6%
Everstage6%0%12accepted challenger▲+2Since September 2026: 4% → 6%, +2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.4% → 6%03
Maptive6%18%11accepted challenger▲+4Since September 2026: 2% → 6%, +4 points. Inside the 12-point floor: within noise. Read over the models both editions asked.2% → 6%
Maptive6%18%11accepted challenger▲+4Since September 2026: 2% → 6%, +4 points. Inside the 12-point floor: within noise. Read over the models both editions asked.2% → 6%04
Fullcast4%8%24accepted challenger▼−14Since September 2026: 18% → 4%, −14 points. Past the 12-point floor: movement. Read over the models both editions asked.18% → 4%
Fullcast4%8%24accepted challenger▼−14Since September 2026: 18% → 4%, −14 points. Past the 12-point floor: movement. Read over the models both editions asked.18% → 4%05
QuotaPath4%0%12accepted challenger=heldSince September 2026: 4% → 4%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.4% → 4%
QuotaPath4%0%12accepted challenger=heldSince September 2026: 4% → 4%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.4% → 4%06
Xactly4%41%32criticized challenger▲+4Since September 2026: 0% → 4%, +4 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 4%
Xactly4%41%32criticized challenger▲+4Since September 2026: 0% → 4%, +4 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 4%07
Salesforce Sales Planning2%15%13accepted challenger▲+2Since September 2026: 0% → 2%, +2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 2%
Salesforce Sales Planning2%15%13accepted challenger▲+2Since September 2026: 0% → 2%, +2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 2%08
Anaplan Territory & Quota Planning2%41%46criticized challenger▲+2Since September 2026: 0% → 2%, +2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 2%
Anaplan Territory & Quota Planning2%41%46criticized challenger▲+2Since September 2026: 0% → 2%, +2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 2%Show the three products at 0%, ordered by negative rate
10
Varicent Territory and Quota Planning0%40%25criticized challenger▼−2Since September 2026: 2% → 0%, −2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.2% → 0%
Varicent Territory and Quota Planning0%40%25criticized challenger▼−2Since September 2026: 2% → 0%, −2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.2% → 0%11
Salesforce Maps0%37%27criticized challenger=heldSince September 2026: 0% → 0%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 0%
Salesforce Maps0%37%27criticized challenger=heldSince September 2026: 0% → 0%, ±0 points. Inside the 12-point floor: within noise. Read over the models both editions asked.0% → 0%09
eSpatial0%19%16accepted challenger▼−2Since September 2026: 2% → 0%, −2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.2% → 0%
eSpatial0%19%16accepted challenger▼−2Since September 2026: 2% → 0%, −2 points. Inside the 12-point floor: within noise. Read over the models both editions asked.2% → 0%The floor is 12 points of share, measured: how far the models move a leader on their own when the same questions are asked twice with nothing changed. A larger change is movement; a smaller one is noise, and both are shown. How the floor is measured
Bars are the share of first choices, 0 to 100Every product with at least 10 labels here. Every product name links to its product page.
Recommended versus criticized
Every product with at least 10 labels here, on both axes. The 30% line names a quadrant, not the verdict above: that one needs more than 40%.
Criticized challengerCriticized default
Negative label rate →
0102030405060708091011Accepted challengerEndorsed leader
0%First-choice share → · lines at 30% share and 25% negative50%
Key
01CaptivateIQ Planning36%
CaptivateIQ Planning36%02Everstage6%
Everstage6%03Maptive6%
Maptive6%04Fullcast4%
Fullcast4%05QuotaPath4%
QuotaPath4%06Xactly4%
Xactly4%07Salesforce Sales Planning2%
Salesforce Sales Planning2%08Anaplan Territory & Quota Planning2%
Anaplan Territory & Quota Planning2%09eSpatial0%
eSpatial0%10Varicent Territory and Quota Planning0%
Varicent Territory and Quota Planning0%11Salesforce Maps0%
Salesforce Maps0%What they warned about
A high negative share on a product with few labels is a warning. A low share on a product with many labels is salience, not sentiment.
Anaplan Territory & Quota Planning41%
19 of 46 labels negative · 11 of 6 models · 6 hard negative
“Avoid Anaplan unless you have a dedicated, permanent budget for certified Anaplan Model Builders or consultants to manage it.” Gemini 3.5 Flash, negative prompt
Xactly41%
13 of 32 labels negative · 8 of 6 models · 3 hard negative
“**Avoid:** Traditional enterprise platforms like Xactly ... they're overkill and overpriced for most mid-market needs.” Muse Glimmer 30B, negative prompt
Salesforce Maps37%
10 of 27 labels negative · 8 of 6 models · 1 hard negative
“Very expensive per user.” DeepSeek V4 Flash, budget prompt
Varicent Territory and Quota Planning40%
10 of 25 labels negative · 7 of 6 models · 1 hard negative
“avoid high-cost, enterprise-focused platforms like Anaplan, Varicent, Xactly, and Oracle SPM” Mistral Small, negative prompt
What they cite
Citations exist only for the models that return a source list: fourteen of the six in this edition.
Sites the answers cite
77 of 84 answers in this category came back with a source list, from 14 of 6 models: citations where the model returns them, or the search results it consulted. 1094 links across 166 sites, every framing counted. Ranked by the number of answers carrying the site or page. None of the 36 answers across every segment cited this index's own page for the category.
vendor site · CaptivateIQ56 answers · 109 citations · 13 models
vendor site · ZoomInfo46 answers · 57 citations · 11 models
vendor site · Guideflow44 answers · 76 citations · 12 models
vendor site · Prospeo29 answers · 46 citations · 10 models
vendor site · Varicent24 answers · 43 citations · 11 models
24 answers · 24 citations · 9 models
23 answers · 32 citations · 7 models
vendor site · QuotaPath21 answers · 24 citations · 9 models
19 answers · 41 citations · 10 models
17 answers · 31 citations · 10 models
vendor site · Spotio17 answers · 22 citations · 9 models
vendor site · Everstage16 answers · 22 citations · 10 models
Pages the answers cite
The ten pages named in the most answers, by full address. A page here is one the models returned with a recommendation, not one the index endorses.
42 answers · 11 models
33 answers · 12 models
21 answers · 11 models
21 answers · 12 models
19 answers · 7 models
18 answers · 8 models
17 answers · 8 models
16 answers · 9 models
15 answers · 10 models
15 answers · 6 models
Search against answers
Each company's standing in the answers beside its site's footprint in Google search, one row a site: the products the models named on it with their shares, and the share they add up to; monthly searches on Google, and DataForSEO's estimate of AI search demand (modeled from search signals, directional, not a count of queries to any assistant), for the most-searched of the company's and its products' names (the name is in each row's hover text); estimated monthly organic visits to the site; and its best position in Google's top ten for “best sales territory and quota planning tool”, “sales territory and quota planning tool”. US estimates from DataForSEO and Google's Ads Transparency Center. A small company's site, or a mid-sized company's site for its flagship, is marked company; a product on a large parent's site (Google, Microsoft) has no site figures. A column with no figures for this category is left out, and an empty cell means none were seen, not none exist. Two measurements side by side: neither is read as the cause of the other.
| Company and products | Share | Own site cited | Name searches, Google | AI search demand, est. | Organic visits | Paid search a month, est. | Google ads, last 30 days |
|---|---|---|---|---|---|---|---|
| CaptivateIQ Planning captivateiq.com | 36% | 114 | 10 | 0 | 17,854 | 31 | |
| Everstage everstage.com | 6% | 134 | 1,300 | 15 | 26,345 | $1,064 | 41 |
| Maptive maptive.com | 6% | 41 | 2,400 | 11 | 462,906 | 7 | |
| Fullcast fullcast.com Fullcast 4%, Fullcast Plan 2% | 6% | 76 | 6,600 | 42 | 3,584 | 6 | |
| QuotaPath quotapath.com | 4% | 178 | 1,600 | 5 | 21,168 | $1,546 | 34 |
| Badger Maps badgermapping.com | 4% | 180 | 4,400 | 47 | 25,214 | 52 | |
| TerraMap terramap.io | 4% | 8 | |||||
| Xactly xactlycorp.com | 4% | 84 | 5,400 | 135 | 25,619 | 23 | |
| Performio performio.co | 2% | 75 | 720 | 5 | 2,271 | 10 | |
| Salesforce parent site Salesforce Sales Planning 2% | 2% | 37 | 550,000 | 60,632 |
Google's top ten for the two searches hold 14 sites; 3 of them are among the sites the models cited here (guideflow.com, prospeo.io, varicent.com). The first result for “best sales territory and quota planning tool” is visdum.com.
How they answered
Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.ShowHide
How they answered
Six framings of the same buying question, each sent to every model in a fresh session with search on. One row per model, so a row shows whether it held its answer under rewording, what it named when cost was the constraint, and what it argued against. Computed from the raw judge labels.
ShowHideModelDirect“What is the best sales territory and quota planning tool for a mid-market B2B company?”Paraphrase“Which sales performance management platform would you recommend to a mid-sized B2B company?”Comparative“What are the top territory and quota planning tools and how do they differ?”Budget-constrained“What is the best sales territory and quota planning tool for a company with a limited budget?”Scale-constrained“We are a 500 person company evaluating a sales territory and quota planning tool. What should we look at?”Negative“Which territory and quota planning tools should I avoid or be cautious about?”
Claude Opus 5no first choiceno first choiceno first choiceno first choiceno first choicenothing named
Claude Opus 4.8no first choiceno first choiceno first choiceno first choiceno first choicenothing named
GPT-6 Astrano first choiceno first choiceno first choiceno first choiceno first choicenothing named
GPT-5.6 Solno first choiceno first choiceno first choiceno first choiceno first choicenothing named
Gemini 3.1 Prono first choiceno first choiceno first choiceno first choiceno first choicenothing named
Perplexity Sonar Prono first choiceno first choiceno first choiceno first choiceno first choicenothing named
Bold is the first choiceAlternatives are counted; the count opens them.What the answer argued against
The record
One row per call: the version string exactly as returned, whether the model searched, sources cited, and latency. Full answer text is in the free responses file. Download the record
Zero rows: every prompt, every model, every answer.
| Prompt | Model | Version string | Time (UTC) | Searched | Sources | Latency |
|---|
Normalization in this category
Every judgment call made between the raw labels and the numbers above, listed so it is visible and reversible.
ShowHide
Category-scoped readings
Anaplan read as Anaplan Territory & Quota Planning
Anaplan (Sales Territory & Quota Planning) read as Anaplan Territory & Quota Planning
CaptivateIQ read as CaptivateIQ Planning
HubSpot read as HubSpot Sales Hub
Hubspot read as HubSpot Sales Hub
Oracle read as Oracle Sales Planning
Oracle SPM read as Oracle Sales Performance Management
SAP read as SAP Commissions
SAP SuccessFactors Territory & Quota read as SAP Territory and Quota
SAP SuccessFactors Territory and Quota read as SAP Territory and Quota
Salesforce read as Salesforce Maps
Salesforce (with Territory Management add-ons) read as Salesforce Maps
Varicent read as Varicent Territory and Quota Planning
Varicent (by IBM) read as Varicent Territory and Quota Planning
Unresolved, counted raw
Actuate (formerly Varicent)
ArcGIS
Ascent Cloud
Badger Align
Caliper
Excel or Google Sheets
Excel/Spreadsheet-based territory planning
Galigeo
IBM Planning Analytics
Mapotive
Mission365
Oracle Cloud SPM
Pipeline (ZoomInfo) Territory & Quota Planning
Plan2Win
Pypestream
Qore (formerly Qore SPM)
Repertoire AI
SAP Integrated Business Planning (IBP) for Sales
Sage SPM
SalesQube
Salesforce SPM
Salesforce native territory management
Salesio
Scenariis
TerrAlign
Toro
Vencio
Zinli
Zoho CRM's basic tier
ZoomInfo's Planning product
eSpartial
Discontinued, still offered
No shut-down product was recommended here.