Lative Sales Planning
LativeReviews from AWS customer
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Easy to Use, Supportive Team, and Great for RevOps Planning
What do you like best about the product?
I particularly like the ease of use and support we receive from Lative when it comes to customisation. It's a great platform for productivity, capacity, and ROI planning, and I highly recommend it for others to use in their RevOps function.
What do you dislike about the product?
Nothing comes to mind. The team is easy to work with and very supportive.
What problems is the product solving and how is that benefiting you?
It is an effective tool for monitoring both macro and individual performance and assisting with capacity and budget planning.
Revolutionizes Scenario Planning and Data Centralization
What do you like best about the product?
I like how Lative solves data fragmentation problems by having it all in one live model. Scenario modeling is also a standout feature, turning planning into action. Another thing I appreciate is the great group of people on the Lative team, who are always there to help and bounce ideas off of each other. The setup, while requiring thoughtful preparation, was smooth.
What do you dislike about the product?
I find the learning curve and usability of some of the advanced features around modeling and scenario setup a bit complex at first. More guided setup for advanced models, like a step-by-step wizard, would be a nice addition.
What problems is the product solving and how is that benefiting you?
Lative bridges the gap between strategic targets and operational execution. It aligns quotas, targets, and hiring plans with actual productivity data, reduces spreadsheet complexity, and solves data fragmentation by centralizing inputs from multiple systems into one live model.
Empowers Accurate Sales Quotas with Ease
What do you like best about the product?
I really like Lative's ability to connect to our data and perform performance analysis on our sales teams. It helps us anticipate our growth better and assign more accurate quotas by role and region. The team is also very responsive to feature requests, and I don't have anything lingering that isn't already on their roadmap or something they've delivered. Plus, Lative is an out-of-the-box solution, so the initial setup was smooth as long as we got our data organized.
What do you dislike about the product?
Nothing- excited to see the product grow and develop
What problems is the product solving and how is that benefiting you?
Lative connects to our data, solves issues with scattered data sources, and replaces Excel spreadsheets. It allows easy sales team performance analysis, helps anticipate growth better, and enables more accurate quota assignments by role and region.
Centralized GTM Planning Made Effortless
What do you like best about the product?
We like Lative because it centralizes planning to one platform, making it easy to surface insights and saves time. I can easily move between different scenarios, and the user interface is great. The initial setup was easy, and the Lative team supported us throughout the process.
What do you dislike about the product?
Nothing
What problems is the product solving and how is that benefiting you?
We use Lative for GTM planning. It simplifies the complexity of planning by centralizing everything on one platform, saving time, and allowing easy movement between scenarios. It surfaces insights quickly, and has a great UI.
More efficiency planning combined with improved insights = better alignment
What do you like best about the product?
Lative is helping make our sales planning more efficient by putting clear, actionable analysis directly in front of the team and supporting cross-functional collaboration. Having easier access to the right data will improve alignment, speed up decisions, and lead to better planning overall.
What do you dislike about the product?
We had to switch our reporting currency, which ended up delaying our implementation.
What problems is the product solving and how is that benefiting you?
Lative is helping make our sales planning more efficient by putting clear, actionable analysis directly in front of the team and supporting cross-functional collaboration. Having easier access to the right data will improve alignment, speed up decisions, and lead to better planning overall.
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.
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