Lative Sales Planning
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Easy to use and integrate within Salesforce
What do you like best about the product?
Ease of Integration and implementation
User Friendly
Responsive customer support team
Tracking sales performance against targets
Monitoring cost of sales versus performance
User Friendly
Responsive customer support team
Tracking sales performance against targets
Monitoring cost of sales versus performance
What do you dislike about the product?
Everything good so far - I have not found anything to dislike
What problems is the product solving and how is that benefiting you?
Cost of sales (capacity) vs sales performance
General Overview
What do you like best about the product?
We are starting to use Lative more to get better insights to our Revenue Operations and Enablement. This is across sales team capacity planning based on performance, targets and quota distribution, Predict ramp-up, capacity and performance issues based on near real-time plan vs. actual analysis. In summary Lative gives us a way to view the data that we may not have had before. The team at Lative are very supportive, ensuring that we are using the product to its full and supporting us on the onboarding journey.
What do you dislike about the product?
While we are just starting to use the solution in anger so unfair to comment at this time until we become more familiar with it.
What problems is the product solving and how is that benefiting you?
We are starting to use Lative more to get better insights to our Revenue Operations and Enablement. This is across sales team capacity planning based on performance, targets and quota distribution, Predict ramp-up, capacity and performance issues based on near real-time plan vs. actual analysis. In summary Lative gives us a way to view the data that we may not have had before. The team at Lative are very supportive, ensuring that we are using the product to its full.
Smooth Onboarding and a Custom Fit Experience
What do you like best about the product?
The onboarding team made the whole process a breeze. From day one, they were organized, knowledgeable, and always quick to answer questions. What really stood out was their patience and flexibility as we navigated our own internal processes, which ended up delaying our start date. They never rushed us or made us feel like an inconvenience—instead, they adapted to our timeline and made sure we were fully supported when we were ready to move forward. The experience felt truly bespoke, and their willingness to adjust along the way made all the difference. It truly felt like they were invested in our success, and it was one of the smoothest onboarding experiences I’ve had with a new tool.
What do you dislike about the product?
We're still in the configuration and testing stage of our engagement, so we haven't identified any downsides yet. So far, everything has been smooth, and the onboarding team has set us up for success. We'll have a better sense of potential areas for improvement as we continue using the tool and launch to the business.
What problems is the product solving and how is that benefiting you?
Improving efficiencies around the process of changing and distributing quotas and plans in a timely fashion.
Streamlining Productivity and Planning Analysis
What do you like best about the product?
We are able to feed our data directly into Lative through shared Snowflake views allowing more customization on the customers end on to what is fed. The tech team at Lative is very responsive and getting the data set up correctly was an easy process. The user interface is very digestible and easy to glean insights from. We are able to slice our data any way we may need to run the business and the capacity planning tools will help cut down on manual work for quota setting at the rep level.
What do you dislike about the product?
There is a bit of a learning curve to being able to quickly naviate the interface.
What problems is the product solving and how is that benefiting you?
Productivity and ramping analysis. Lative's features allow us to drill down to the different teams with ease to better identify potential high and lower performing teams. Their ramp analysis tools have automated a long standing internal reporting roadbloack which required lots of manual reporting.
Report customization seems quite restricted.
What do you like best about the product?
Lative sits nicely alongside Salesforce, giving you all the information you need, from activity history, pipeline health and win rates. This helps me to know how I will best use the resources that I have and where to allocate them.
What do you dislike about the product?
There are certain metrics which I monitor and these metrics cannot be easily obtained from pre-built reports. This introduces a new step into the process that I will have to do and that needs optimization.
What problems is the product solving and how is that benefiting you?
Lative enables me to analyze the overall sales trend and pattern at a much faster rate than I would have probably taken to do it manually. Measuring the territory effectiveness or the rep productivity took hours of time spent on data manipulation.
Incredibly Valuable Tool for Sales Planning
What do you like best about the product?
It's hard to pick a favorite. I find the insights around ROI and ramp time very valuable for understanding whether the department is operating effectively. But layering that into the hiring plan is probably the most powerful thing that Lative offers our team.
What do you dislike about the product?
As a sysadmin, I wish they surfaced more configuration options to admins. They make up for this by being incredibly hands-on partners that are happy to jump in to solve config issues on their side. I'm sure as their product continues to mature, they'll surface more and more of that for us to manage on our own.
What problems is the product solving and how is that benefiting you?
Lative gives us visibility into rep ramp times and ROI that we didn't have before and makes modeling future hiring plans way easier and more data-driven.
Solving many of decision making challenges for Revenue Strategy, Planning and Operations
What do you like best about the product?
They've solved many of the challenges that Revenue Operations leaders have to build manually in excel and other tools. I'm really impressed by the speed that they can let you break down productivity and capacity across both simple and complex businesses - letting you understand the ROI of sales resources and where you have challenges or potential in the business. I've had many scenarios over the past few years where having Lative would have enabled me to simulate and make strategy decisions much faster, and they keep iterating with new capabilities every few months.
What do you dislike about the product?
As with any useful piece of Revenue software the biggest value comes when you integrate this with existing systems especially finance, however this can be challenging in an enterprise business - where you would ideally want Finance and HR data points alongside your CRM.
What problems is the product solving and how is that benefiting you?
I've been evaluating Lative's capabilities as part of a future buying cylcle and i can see it gives a really fast path to simulating both the current sales productivity and potential, as well as building scenarios for future deplyoments, shifts in strategy & structure, along with managing potential with ramp times or role shifts. What is normally a large amount of data blending and manual analysis can be automated, and letting you perform a wide spectrum of sales and territory planning in an easily configurable environment.
Lative is a great tool for GTM and RevOps Leaders
What do you like best about the product?
Lative Automates the traditional burden of Capacity modeling. This used to be an exercise down once or twice a year by me and my clients. Now the Lative platform enables us to do continuous capacity planing through the year. We can see the real-time impact of our strategic plans and intitiatives on the metrics that mater including sales productivity and efficiency.
What do you dislike about the product?
I'm looking forward to the day when Lative expands to cover capacity models for the entire GTM cycle including Marketing Operations and Demand Gen.
What problems is the product solving and how is that benefiting you?
Lative is enabling me to serve more clients and more projects in my consulting business through their automated platform. What used to take weeks to build, now takes hours. My clients can now actively monitor sales team performance accross a number of critical dimensions. We couldn't do this before in CRM and using spreadsheets was a cumbersome, error-prone process.
Great Insights into Sales Productivity
What do you like best about the product?
Lative easily helps me to understand the productivity of my sales team - I get detailed insights into different categories to understand where is my biggest upside or risk in my business and in within my sales team.
I like the fact that the data flow directly from salesforce into Lative and display me all insights into the productivity. I am pretty sure that this will be the same for planning topics - we simply didn't start yet with this part of Lative.
I like the fact that the data flow directly from salesforce into Lative and display me all insights into the productivity. I am pretty sure that this will be the same for planning topics - we simply didn't start yet with this part of Lative.
What do you dislike about the product?
My understanding is that Lative is ideal for SaaS companies - we do have a usage based business where productivity is much more complex to understand. However, together with the Lative team we build the usecases to display all insights I am looking for.
What problems is the product solving and how is that benefiting you?
Lative is compiling data into easy insights - I do have plenty of different information available within Salesforce and Lative helps me to get these information I. The right way together and to Analyse this.
Great tool to help drive efficiency in sales
What do you like best about the product?
The tool is flexible and can address a key pain point for sales operations leaders to plan their GTM capacity effectively across various territories and geos.
What do you dislike about the product?
It's a great tool and there's still a lot of potential but since it's a startup that's to be expected. I'm excited to see the roadmap items come into reality.
What problems is the product solving and how is that benefiting you?
Effective GTM planning.
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