Available on the Salesforce® AppExchange
Take PLNR for a test drive. We’ll work with you to install the app in your sandbox environment or setup a separate trial environment.
Supercharge your growth
beyond the limits
you see today.
One Integrated Plan
Align Sales, Marketing, and Operations inputs in a single plan for leadership
Ongoing critical activities and adjustments
Focus on critical activities across the organization that will drive to meeting your goals. Remain nimble by making the necessary adjustments.
Drive Business Outcomes
Ensure your plan and adjustments are focused on delivering the desired business outcomes. Provide management with key analysis to make critical decisions.
”Sales is an outcome, not a goal. It’s a function of doing numerous things right, starting from the moment you target a potential prospect until you finalize the deal.
Jill Konrath
#Sales-Driven Planning
Driving your best performance
Activity Plans
Sales and Marketing activities that deliver results
Embed key activities as part of your Sales and Marketing plan that helps grow your business. This will allow your team to focus on taking steps that create value for your organization and customers alike.
Create activity plans at the territory, customer, or opportunity levels that allow sales, marketing and other functions within your organization to collaborate in driving greater value for your customers.
Approval Process
Robust planning approval processes for your teams
Leverage approval processes within your overall planning cycles to ensure your team is working closely on building a solid Sales and Marketing plan to best serve your customers.
We can tailor such process to best suit your organizational needs.
Planning Models
Create business plans based on pre-defined planning models that incorporate your territories, customers, and sales pipeline information in a secure and collaborative manner.
Territory
Our Territory Planning models are based on your territory models in Salesforce and allow you to build budgets and forecasts at each level of your territory hierarchy.
Customer
Build account plans that align Sales and Marketing efforts to grow your business. Incorporate your sales pipeline with your existing business to close any gaps with your targets.
Sales Opportunities
Manage actionable plans for each opportunity in your pipeline and understand their impact on key financial and non-financial metrics for your business.
Custom Planning Models
Add custom planning models based on your customer and sales information to budget and forecast different aspects of your business.
Powerful Analytics
Analyze your underlying Revenue risk
Analyze the underlying Revenue Risk based on your pipeline
High level dashboards to monitor your performance
Analyze the underlying Revenue Risk based on your pipeline
Advanced Visualizations on Tableau CRM
Advanced visualizations
PLNR helps your teams achieve Sales Planning Excellence
Adopt a culture of driving high performance with your sales team by providing them with the necessary tools to stay focused on your targets
Robust and Comprehensive
Key Features
Multi-Currency
Leverage Multi-Currency and Advanced Multi-Currency features to build plans in local and corporate currencies.
Territory Management
Leverage your Territory Models to build your overall Target setting and bottom-up budgeting and forecasting.
Planning and Approval Workflows
Implement robust planning and approval workflows across your Sales and Marketing organizations
Key Performance Indicators
Define and plan against your Financial and Non-Financial KPIs
Reports & Dashboards
Leverage out of the box Reports and Dashboards to analyze budgets and forecasts. Build advanced visualizations with Tableau CRM.
Artificial Intelligence
Utilize Artificial Intelligence capabilities (Einstein) to uncover and mitigate against business risk.
Security Model
Your planning activities are governed by your existing security model within your Salesforce environment
Data Integration
Bring in data from your ERP and other corporate systems of record to inform your budgeting and forecasting activities using our built-in integration platform options.
Intuitive User Experience
Intuitive and spreadsheet-like experience allows your team to plan in a familiar environment
Built on the Salesforce Platform™
Highly innovative technology platform
Salesforce® is known as one of the most innovative technology companies today and over the years demonstrate its leadership in various areas from being a pioneer of the cloud revolution to incorporating the latest technologies as part of its technology platform.
PLNR — Sales Driven Planning is built on the Salesforce PlatformTM and therefore is able to leverage all the latest innovation from Salesforce® as we continually improve the features and functionality of our application.
We closely follow the Salesforce® releases which take place three times a year. You will continually benefit from new and improved features of our application.
You can review the latest innovation from Salesforce® here.
Intuitive User Experience
Our application offers an intuitive user interface that allows your team to navigate and utilize the application easily. We leverage the Salesforce Lightning Design System in our approach to ensure a seamless user experience. You can learn more here.
Given the nature of our application, we have to collect and display a vast amount of data while balancing application performance.
We utilize additional user interface frameworks that allow users to maximize the utility of the application while reducing the number of clicks.
Access your information and work on the go via your mobile and tablet devices
In today’s fast paced marketplace, your team needs to be agile and mobile. It is critical that key applications work on all devices so your team remains productive and attentive to your customers’ needs.
Field Sales teams have to be able to operate their sales and planning activities on the go. Adopting a Continuous Sales Planning approach, your team will need to perform all aspects of planning, including making critical updates before and after meeting with customers.
You can utilize PLNR – Sales-Driven Planning on your tablet (preferable) and mobile devices. All enhancements made are automatically enabled for the mobile experience. You do not require any specialized apps on your device apart from the native Salesforce® mobile app.
You can learn more about mobility on the Salesforce® platform here.
Trusted globally by leading enterprises
Trust
The Salesforce® platform has gained the trust of companies worldwide since the early days of Cloud Computing. To this day, the platform remains very transparent about its security status. You can learn more here.
As part of its constant innovation, Salesforce® continues to implement more advanced and uptodate security features such as:
- Encryption
- Multi-Factor Authentication
- Single Sign-On
- Data Privacy (and compliance frameworks)
- Other necessary tools to comply with FEDRAMP and other governmental policies
Your Data
With PLNR, your data never leaves the Salesforce® platform since our app is native to the platform.
Security Model
Our app leverages the existing security model that you establish in your Salesforce® environment. There is not additional security maintenance needed apart from providing access to the licenses for your users.
