Implement robust planning
in your Salesforce CRM.

Sales, Marketing, Operations, and Finance collaborative forecasts in Salesforce supported by your activities, investments, and a dynamic pipeline of opportunities.

Everything You Need to Plan, Forecast, and Pivot Your Go-To-Market 

Built Directly Into Salesforce.
  • SALES

  • Marketing

  • OPERATIONS

  • Finance

Give sales reps ownership of their plan

With PLNR, reps don’t need to dig through spreadsheets or wait on updates. Their quotas, targets, and progress are all visible right when they login to Salesforce. That means less confusion, fewer missed handoffs, and more time selling. When everyone is working from a plan native to the CRM, sales teams stay focused, motivated, and aligned with delivering growth.

Learn more

Test-Drive PLNR

Explore PLNR for yourself inside a real Salesforce Org. Available instantly on AppExchange. No need to speak with anyone.

1

Sign up for test drive on AppExchange

You will get access to a Test-Drive Org with PLNR pre-installed along with sample data so you can experience the features and benefits, first-hand.

2

Follow orientations on the Welcome tab

We've prepared an easy-to-follow guide for you to help you navigate the test-drive org. It includes text and video. It will be the first thing you see when you access your Test-Drive Org.

3

Get help any time you need

You can easily schedule a call with one of our team members during your test drive. We're always here to help.