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Stop Planning Your Growth in Spreadsheets

PLNR brings cross-functional planning into Salesforce, replacing disconnected spreadsheets and static tools with a real-time, collaborative platform that aligns Sales, Marketing, Finance, and Operations around a single source of truth.
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Your growth plan currently lives outside the CRM.


You can’t adapt fast, align teams, react or capitalize on shifts in marketplace reality when your plan is stuck in spreadsheets or disconnected tools across departments.

Your forecasts are always outdated.

By the time you consolidate data from spreadsheets and planning platforms, the market has already moved on.

No one trusts the plan.

It breeds mistrust and misalignment across Sales, Marketing, Finance and Operations since it doesn't reflect the reality each sees.

Teams spend more effort compiling plans than analyzing them.

Buried in admin work instead of making strategic decisions.

Adjusting the plan takes too long.

It requires data and feedback coordination across tools, teams, and outdated processes.

Your CRM data never makes it into the plan.

Syncing and shuttling data takes too long, often breaks, and gets distorted.

You miss early warning signs.

You can't see underperformance in a territory or dropped headcount because your planning isn’t tied to live data.

If you continue planning the old way, with siloed tools, stale data, and disconnected teams, you’ll keep missing targets and growth opportunities, losing ground to faster competitors, and making decisions too late to matter.
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Everything You Need to Plan, Forecast, and Pivot Your Go-To-Market.

Built Directly into Salesforce.
We know how frustrating it is to be responsible for driving and supporting growth without having an effective way to collaborate to keep up with the pace of change.

An integrated plan begins with Sales and their ability to plan for and deliver on growth targets. Marketing needs to deploy its resources (campaigns, social media, etc) to support these growth goals, so alignment between the Sales and Marketing is necessary. Operations needs to be able to fulfill the growth Sales and Marketing deliver. And Finance must manage cash to make all of this possible.

That’s why we built PLNR. It replaces fragile spreadsheets and disconnected tools with a single, always-up-to-date, robust planning layer inside Salesforce.

Give sales reps a plan they can actually follow

With PLNR, reps don’t need to dig through spreadsheets or wait on updates. Their quotas, targets, and progress are all visible right inside 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.

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"A territory plan is a specific, defensible plan to achieve a sales target."

RAIN Group Center
for Sales Research

Align Marketing and Sales around Growth targets

With PLNR, Marketing can finally see sales plans and execution, pipeline shifts, and territory priorities directly within Salesforce. No guesswork, no lag. That means marketing budgets, messaging, and lead generation strategies can adapt in real time to support sales goals as they evolve. When Marketing knows exactly where the growth focus is, every dollar works harder.

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Unify planning across Sales, Marketing, and Finance

Real-time cross-functional visibility

Everyone — from sales to marketing to finance — works off the same collaborative plan within the same data model, ensuring consistent assumptions and faster collaboration.

Dynamic territory management

Easily adjust coverage models as your GTM strategy evolves with all changes instantly reflected in dashboards and forecasts.

Integrated budget-to-target planning

Align revenue targets with campaign budgets and sales capacity in one system. No more back-and-forth reconciling multiple tools or spreadsheets.

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Turn strategy into execution without the chaos

Operations teams are often stuck translating disconnected plans into actionable workflows. PLNR eliminates the guesswork by centralizing planning directly in Salesforce, where execution already happens. Now, Ops can support go-to-market shifts faster, enforce accountability with real-time data, and keep cross-functional initiatives moving without delays or misalignment.

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Clear handoffs and aligned workflows

Everyone sees the same plan, timelines, and ownership,  so execution doesn’t stall between departments.

Faster response to organizational change

When territories shift or headcount changes, Ops can immediately adjust processes .

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"You have to generate revenue as efficiently as possible. And to do that, you must create a data-driven sales culture. Data trumps intuition."

Dave Elkington

CEO and Founder of InsideSales.com

Bring financial discipline to the front lines of sales

Live revenue forecasting

Instantly see how pipeline changes affect revenue projections without waiting for a monthly rollup.

Variance analysis between plan and actuals

Compare real-time performance against budgeted targets, with data flowing in directly from your ERP.

Scenario modeling inside Salesforce

Model best-, worst-, and expected-case forecasts without exporting data or disrupting workflows.

Budget-aware planning collaboration

Ensure sales and marketing plans stay aligned to financial constraints, with real-time feedback loops.

Revenue allocation by start date and time period

Plan revenue by opportunity start date, and distribute it automatically across months, quarters, and fiscal years for precise financial modeling.

Audit-ready planning history

Every change, every assumption, and every decision can be tracked, making compliance and governance simple.

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How to get started

A simple 3-step process to plan in Salesforce

You install PLNR in your org

Simply install PLNR from Salesforce AppExchange.

We set it up for you

We work with your team to configure PLNR and ensure that it supports your planning process.

You plan in your CRM

All your opportunities automatically show up in your plan, without you having to copy and paste anything.

Ditch the spreadsheets. Kill the guesswork. Plan fast, pivot faster — all in Salesforce.
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What Makes PLNR  Different?

Real-time planning inside Salesforce

Make updates the moment things change without exporting data or waiting on IT. Your plan stays in sync with your pipeline, your team, and the market.

One source of truth for sales strategy

No more scattered spreadsheets or disconnected tools. Everyone, from reps to execs, works from the same live data, inside the platform they already use.

Faster, smarter forecasting

Adjust quotas, rebalance territories, and model new scenarios in minutes with AI-powered insights and no data lag.

Seamless team alignment

Sales, marketing, finance, and ops can finally plan together in one shared system, with full visibility and no version control headaches.

You’ve tried other systems and they’ve failed you.
Most planning platforms live outside your CRM. That means every plan, forecast, or adjustment requires weeks of setup, painful data syncing, and clunky back-and-forth between systems. You spend more time copying data than analyzing it. Your sales team ignores the plan because it’s disconnected from where they work. And spreadsheets? They’re error-prone, siloed, and impossible to scale across fast-moving teams. When the market shifts, you’re stuck trying to course-correct with tools that were never built for speed or collaboration.

PLNR is different because it’s built inside Salesforce.
Instead of stitching together planning tools, PLNR turns your CRM into a true sales planning platform. Every rep, opportunity, pipeline stage, and territory is already there, so your plan stays connected to reality in real time. Sales leaders can adjust forecasts and reassign quotas on the fly. Salespeople can contribute without switching platforms. Executives can see what’s working, what’s not, and why — instantly. No more exporting. No more delays. Just one source of truth, always up to date, always in sync.

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What’s the cost of planning outside your CRM?

You’re still planning outside the system that runs your sales.
How many times have you had to chase down spreadsheet versions before a forecast meeting?
How often have you made decisions based on outdated data — or worse, your gut?
How many hours has your team wasted re-entering the same information in multiple tools?
How long does it take to reassign quotas, rework targets, or respond to a sudden market shift?
And how much revenue has slipped through the cracks because your planning couldn’t keep up?

Every day without PLNR is another day of wasted time, missed signals, and lost opportunities.
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Questions & answers

Is PLNR really built natively on Salesforce?

Yes. PLNR is 100% native to Salesforce, which means it runs directly inside your CRM without needing external tools or integrations. No data syncing, no context switching — everything happens within the Salesforce environment your team already uses.

What parts of sales planning can I manage with PLNR?

PLNR supports sales forecasting, quota planning, headcount planning, territory adjustments, pipeline visibility, and variance analysis — all in real time. You can pivot quickly as the market shifts and keep your team aligned with up-to-date plans.

How does PLNR handle real-time data and updates?

Because PLNR lives in Salesforce, it uses your live CRM data. Any changes to opportunities, rep assignments, or pipeline stages are immediately reflected in your plan — no data export or reconciliation needed.

Will my sales team need to learn a new tool?

No. Since PLNR is built on Salesforce, your team already knows how to use it. The interface is familiar, and adoption is smooth because it fits naturally into existing workflows.

Can PLNR integrate with our ERP or other systems?

Yes. You can bring in financial actuals and other relevant data from ERP or external systems using standard Salesforce integration methods (APIs, middleware, connectors). This enables accurate variance analysis and closed-loop planning.

What about security and user permissions?

PLNR inherits all your existing Salesforce security settings, user roles, and permission structures. There’s no need to rebuild security models or worry about data leakage.

How long does it take to implement PLNR?

Most teams can be up and running within days, not months. Because PLNR operates on Salesforce, implementation is fast and streamlined. Integration time with your ERP will depend on the state of your data.

Is PLNR available on Salesforce AppExchange?

Yes. PLNR is available on the AppExchange and adheres to Salesforce’s security and performance standards.

How is PLNR priced?

Pricing scales based on the size of your team and the complexity of your planning needs.

What kind of support and onboarding do you provide?

We offer guided onboarding, support documentation, and live support. We also provide optional consulting to help you optimize your planning processes.

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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.

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