Native Planning on Salesforce Platform™

Innovative, secure, trust, and native.

Leverage all the benefits of planning directly on the Salesforce Platform™.
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Native Planning

There are numerous advantages to plan natively on the Salesforce Platform™. 

Data Privacy

Your Planning data remains within your Salesforce environment and adheres to your privacy rules established.

Secure

Our app is highly secure and meets all the standards of the Salesforce Platform in order to be listed on the Salesforce AppExchange. We also adhere to the security model you have implemented within your Salesforce environment.

Real-time Data

As a native app, your planning activities will leverage all the information within your Salesforce, whether it is changes to your teams, sales territories or customer information. You will instantly see the most upto date information, especially when looking at reports and dashboards.

Salesforce Ecosystem

Your planning data is available to be leverage by other applications within the Salesforce Ecosystem. It can be used across the landscape in decision-making, automations, segmentations, and artificial-intelligence. There is no need for integration.

Scalable

Our app scales easily with your organization as it grows with the number of sales territories, customers, and your teams. There are no limitations placed on the number of users or volume of data our app can handle.

Extend ROI

By utilizing a native app, you are able to extend planning capabilities to your existing teams who are active users of Salesforce.

Added Benefits

The Salesforce Platform™ is one of the most innovative and trustworthy technology platforms for SaaS solutions. As an app on the platform, we are able to embedded all these features natively.

Innovation

Most Innovative 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.

Staying at the Bleeding Edge

PLNR — Sales Driven Planning® is natively built on the Salesforce PlatformTM and therefore is able to leverage all the latest innovation from Salesforce®

Frequent Updates

We closely follow the Salesforce® releases which take place three times a year. You will continually benefit from new and improved features that our application can leverage.

Review the latest innovation here.

Trust

Core Value

Trust is a core value of Salesforce and for over 20 years as a leader in the SaaS marketplace, it has remained transparent about being a cloud provider.

You can review the status of your environment here.

Security

Beyond being a core value, Salesforce builds security into all of its offerings and provides the necessary tools and resources to protect your data

Compliance

Compliance is at the foundation of all the Salesforce products. Salesforce maintains a comprehensive set of compliance certifications and attestations to validate its #1 value of Trust.

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.