Jedox Planning for Salesforce

Make Sales Planning and Performance Management Seamless

Combine the #1 CRM with best-in-class Performance Management

Fast. Integrated. Smart.

Budgeting Forecasting In Salesforce

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

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Discover the Benefits of the Salesforce + Jedox Solution

Download the free factsheet on “Jedox Planning for Salesforce” and discover how Jedox Planning connects the missing dots to make sales planning and performance management seamless.

  • Planning, Budgeting and Forecasting Workflow

  • Top-down Target and Quota Setting

  • Continuous Performance Tracking vs. Budget and Forecast

  • Connected Data for Planning, Analytics & Reporting

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How to Extend Your Qlik System With Powerful Enterprise Planning

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

How to Extend Your Qlik System With Powerful Enterprise Planning

Smart Budgeting, Forecasting and Quota-Setting in Salesforce Lightning

You want to speed-up your budgeting, forecasting and quota setting in Salesforce and spend less time on number-crunching and modelling? Join Jedox and Salesforce executive Dominique Gilles, Regional Vice-President ISV Sales, EMEA South & Central to discover how to boost your performance using Jedox Planning for Salesforce Lightning.

  • Align sales, finance and the rest of the business with integrated planning
  • Speed-up budgeting, forecasting and quota setting in Salesforce
  • Set quotas and track sales performance
  • Stay on the top of key account revenue and other deals
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“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.“
Stefan Thaler, CRM Manager, EVER Neuro Pharma
“With Jedox, we always know the status of our sales projects and can respond with targeted, timely actions“
Thomas Kremer, Head Sales Controlling, Zimmer Germany GmbH
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