Close more deals by helping your clients plan smarter in Salesforce
PLNR helps Account Executives turn Salesforce into a live planning platform, making every deal easier to sell, every client easier to grow, and every renewal easier to win.
Your clients love Salesforce but struggle to plan inside it.
Disconnected spreadsheets and siloed tools slow adoption and limit expansion opportunities.
Stalled growth
Your clients buy Salesforce but still plan in Excel. When their teams don’t align inside the platform, usage drops and so do expansion opportunities.
Low adoption visibility
Adoption metrics look fine on paper, but real engagement fades because Salesforce isn’t the source of truth for planning or forecasting.
Missed add-on potential
Without a clear planning framework, it’s hard for customers to see the full value of Salesforce, making it tougher to justify additional licenses or clouds.
Renewal risk
When customers can’t connect Salesforce to their daily planning rhythm, the platform feels like overhead, not an operating system, and renewals get harder to secure.
When customers don’t plan in Salesforce, they don’t grow in Salesforce. And neither do your opportunities.
PLNR makes Salesforce the center of your client’s business planning
PLNR turns Salesforce into a live planning environment for your customers.
They can plan revenue, set targets, and track progress all inside the CRM.
That means higher engagement, broader adoption, and faster time to value.
When clients plan in Salesforce, they see measurable ROI and you become the AE who made it happen.
- 100% Salesforce-native (no integrations, external logins or data exports)
- Built on real-time CRM data
- Inherits Salesforce's security and data model
- Keeps Marketing, Sales, Finance, and Ops aligned on one plan inside of Salesforce
- Easy for Admins to operate once configured
Win more deals, expand faster, and grow your book of business
PLNR helps you sell Salesforce more effectively by giving customers the one thing they’re missing: a connected planning layer.
You can:
- Differentiate your deals by showing clients how Salesforce can run their entire planning process.
- Increase adoption by anchoring CRM activity to real business goals.
- Drive expansion by proving Salesforce’s measurable impact on forecasting accuracy and team alignment.
- Build renewals on value, not discounts.
PLNR doesn’t compete with Salesforce. It completes it and makes it even stickier to your customers.
"The best salespeople aren’t sellers. They’re problem-solvers who help customers achieve their outcomes."
Mark Roberge
Former CRO, Hubspot
Strengthen relationships and drive long-term account growth
When you introduce PLNR, your clients get a better Salesforce experience and you build deeper, more strategic relationships.
Instead of selling features, you’re helping customers achieve their business goals inside Salesforce.
That’s how trusted AEs turn accounts into lifetime partnerships.
Show your clients how Salesforce planning really works
Bring PLNR into Salesforce
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. Help your team plan fast and pivot faster — all in Salesforce.
"Success in sales comes from creating value, not just communicating it."
Anthony Iannarino
author of "The Only Sales Guide You’ll Ever Need"
Questions & answers
No. PLNR is 100% native to Salesforce and designed to enhance the platform’s planning, forecasting, and alignment capabilities.
Yes. PLNR drives consistent platform engagement by making Salesforce the system where teams plan and measure their work every day.
PLNR is mainly designed to support Sales Cloud, but it's built on the platform and can integrate seamlessly with any product running on the platform.
Yes. PLNR supports multi-currency, multi-region, and multi-business-unit deployments.
Absolutely. PLNR provides enablement materials and co-selling support for Salesforce AEs to introduce the platform to their accounts.
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