Jedox Planning for Salesforce
Make Sales Planning and Performance Management Seamless
Combine the #1 CRM with best-in-class Performance Management
Fast. Integrated. Smart.
Fast: Accelerate Planning, Budgeting, and Forecasting
Jedox Planning for Salesforce, the solution for fast budgeting, forecasting and quota-setting is available on AppExchange. Enjoy complete flexibility to set sales targets top-down and collect bottom-up budgets from your team. The multi-dimensional Jedox analytics engine is optimized for planning on any level and embedded in Salesforce for a seamless user experience:
Flexible planning on any product, territory or account level
- Multi-step approval workflow
Increase by %, seasonal distribution of targets, predict and more
Integrated: Align Sales, Finance and Operations
Integrating sales planning and performance management with finance and operations unleashes more agility and efficiency throughout the business. Transparent sales plans, budgets and forecasts improve the accuracy of financial planning and analysis and drive business-decision-making:
Common data foundation connects CRM, ERP & other sources
Integrate the sales plan with financial and operational plans
Shared insights and self-service analytics
Excel add-in for flexible analysis in spreadsheets
Smart: Set targets and quotas for sales teams and track sales performance
Simplify target-setting and quickly analyze performance. Compare multiple report versions for actual, budget and forecast. Create a multi-dimensional picture of sales performance with performance tracking and forecasting for pipeline, opportunities and customers. Help the sales team become more effective in meeting growth targets and company objectives.
Set and edit top-down quotas
Compare performance against plan & forecast
Freeze reports in time to compare performance history
Integrate real-time data to increase forecast accuracy
Use predictive analytics as guidance for forecasts
“The way we used to create cycle books was very time consuming. With Jedox, the process is automated and only takes ten minutes. We also use the software to make customer segmentations that address country specific requirements.“
“With Jedox, we always know the status of our sales projects and can respond with targeted, timely actions“