PLNR Trial

Experience PLNR for yourself.

Test-drive PLNR in a trial environment preconfigured to showcase its features and benefits.
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Test-drives to fit your use cases

Our test-drive options will showcase planning across your Territories, Accounts, and Opportunities. Get a preview of how PLNR will help your organization.

Test-Drive 1

Your organization that leverages Territory Management, Multi-Currency, and plans across various Product/Service lines.

  • Territory Hierarchy of Accounts and Sales reps
  • Multi-Currency environment
  • Custom Fiscal Years
  • Account and Opportunity planning conducted across Product/Service lines
  • Multi-year Opportunities
  • Various Planning KPIs: Revenue, Expenses, Investments, Marketing Strategies/Tactics, Headcount, Operational Resources

Test-Drive 2

Your organization leverages out of the box Sales Cloud® features and you plan against your Accounts and Opportunities based on their "ownership".

  • Hierarchy of Managers and Sales reps
  • Account and Opportunity planning
  • Multi-year Opportunities
  • Various Planning KPIs: Revenue, Expenses, Investments, Marketing Strategies/Tactics, Headcount, Operational Resources

Looking for

AI features?

Unfortunately, the Trial organizations are not AI enabled.

We are can showcase the AI features of PLNR via a Demo.


What you can expect

Predefined use cases

Our trials are setup to showcase different planning use cases, including Territory, Account, and Opportunity planning across multi-currencies, and custom fiscal years.

Preloaded dataset

We have preloaded Territories, Accounts, and Opportunities, along with corresponding planning data across planning measures and planning versions.

TRIAL ORGS

You can sign up for a Trial Org from our this site based on the scenario you choose. By signing up for a Trial, you must abide by the agreement from Salesforce® and Xceede Solutions' End User License Agreement.

ADD YOUR OWN DATA!

Within the Trial Org, you are able to add your own data. Create your own Accounts and Opportunities, Plan Measures, etc... We can help you define your own scenarios, if needed.

EXTEND YOUR TRIALS

Trials are offered for a limited time period. We are happy to extend the trial period to suit your needs.

WE ARE HERE TO HELP!

You can always reach out to our team. We will be happy to assist you!

Click on "Book a Demo" to schedule some time with us.

Additional Resources

We have additional resources available to you.

Training Courses

You are able to sign up for our training courses on PLNR University.

Planning Guide

You can access our online documentation on planning here.

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.