Xceede Solutions customers can budget and forecast their growth natively on Salesforce across their respective territories and operating currencies
Xceede Solutions announced it has launched PLNR – Sales-Driven Planning on Salesforce AppExchange, empowering customers to build collaborative and actionable growth plans. PLNR allows growth-focused executives and their respective teams to plan, execute, measure, and adjust their budgets and forecasts at the territory, account, and opportunity levels.
PLNR empowers companies to align Sales, Marketing, and Operations efforts and investments towards growth. It allows them to proactively anticipate changes in marketplace reality by monitoring sales-driven, company-wide, forecasts in real-time and adjust their plans accordingly.
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Key features and capabilities include:
- One Integrated Plan. A single collaborative plan that aligns Sales, Marketing, and Operations along with investments and key activities.
- Enterprise Planning Models. Growth oriented teams can set targets and create bottom-up budgets at a Territory, Customer, or even at a Deal level. These budgets and forecasts can contain both Financial and Non-Financial KPIs.
- Analytics. Visualize and analyze your budgets and forecasts to track your performance and make the necessary adjustments.
- Native to Salesforce. Leverage all your territory, account, and opportunity data, advanced configuration such as custom fiscal years and advanced multi-currency, approval processes, and security without the need to maintain or synchronize data with an external planning tool.
“PLNR allows clients to focus on exceeding their growth targets, by building and executing on budgets, forecasts, and gap mitigation activities,” said Xceede Solutions, CEO, Sanjiv Teelock. “PLNR operationalizes Sales-Driven Planning, a new discipline which enables companies to align with marketplace reality to grow even in uncertain times.”
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With PLNR available on AppExchange, salespeople can now conduct their forecasting and budgeting activities within Salesforce as part of their day-to-day. CROs and executive leadership can easily obtain a top-down view of the company forecast with all the details at their fingertips.
“PLNR is a welcome addition to AppExchange, as it powers digital transformation for customers by allowing them to bring corporate planning onto the Salesforce platform,” said Woodson Martin, GM of Salesforce AppExchange. “AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success.”
The AppExchange launch further reinforces the commitment to our clients as we partner with them to embed growth excellence within their organizations by leveraging the Salesforce ecosystem.
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