Five reasons to leverage Salesforce.com and Anaplan for sales integration

AUTHOR

Anaplan

The platform for orchestrating performance.

salesforce-anaplan-sales-integrationImagine having the ability to leverage all of your Salesforce CRM data and current sales opportunities to improve your sales planning – sales forecasting, territory coverage, quota distribution, compensation plans, and more.

Salesforce CRM has a treasure trove of sales data and customer information that can provide deep analytical insights, and trends that can be utilized by sales executives and managers in the sales planning process with Anaplan. The result: Sales plans that are based on historical data and customer insight from your Salesforce CRM system.

1

One place to plan when you sign into Salesforce

When you sign into Salesforce CRM with your credentials, Anaplan will appear as a tab at the top of the screen. Salesforce CRM and Anaplan are single sign-on enabled.

2

Leverage data from Salesforce CRM and other enterprise systems within the Anaplan planning cloud

When planning sales territories, quotas, and incentive compensation, sales leaders need access to historical data from Salesforce CRM and other enterprise systems (ERP, HR, BI, etc.) Salesforce CRM and other enterprise systems can be configured and imported into the Anaplan for Sales planning cloud.

3

Download and install Anaplan for Sales applications from Salesforce AppExchange

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Access numerous Anaplan for Sales planning applications from the Salesforce AppExchange. Many Anaplan for Sales applications are available from the Salesforce AppExchange.

4

Test drive, install, and configure applications and accelerators from the Anaplan App Hub

App Hub

Import numerous Anaplan for Sales planning applications and accelerators from the Anaplan App Hub. Select, evaluate, and streamline how you implement sales planning applications.

5

Anaplan and Salesforce are committed to a strong partnership

Anaplan and Salesforce are committed to a strong partnership and increasing the number of applications and accelerators available to our customers for sales planning, and improving the user interface and experience while working with Anaplan for Sales applications and Salesforce CRM.

 

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