Name
Zurich Leverages Modern Connected Planning Tools to Insure Sales Performance Excellence
Date
Monday, August 11, 2025
Time
3:00 PM - 3:50 PM
Track
Sales Compensation
Session Format
Case Study
Target Attendee Experience Level
Entry: Awareness with Limited Experience
Description

Zurich North America knew that sales performance couldn’t be left to chance or to legacy processes. Like many organizations, they were managing complex incentive compensation plans across spreadsheets and rigid systems that slowed down plan changes, introduced risk, and made transparency a challenge.

In this session, Zurich’s AVP of Operations Doug Turner joins Anaplan’s Dana Therrien, CSCP, to share how the company modernized its compensation strategy. From eliminating bottlenecks to improving cross-functional alignment, you’ll hear how Zurich increased plan flexibility, improved visibility, and kept governance tight while supporting the unique needs of their Direct Markets sales force.

This conversation will be especially valuable for leaders in sales compensation, sales operations, RevOps, and finance who are navigating the transition from manual processes to a more agile and connected planning environment.

Key Takeaways

  • Learn how Zurich built a business case for modernizing its compensation systems
  • See how Zurich deployed a connected planning strategy to enable flexibility, transparency, and trust across Sales, Finance, and HR
  • Understand what Zurich would do differently and what they’d recommend to others making the shift

Brought to you by: Anaplan