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Jedox Planning for Salesforce

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Make sales planning and performance management seamless

For today’s sales leaders, making company goals actionable for sales teams and tracking the results transparently are key priorities. Yet even if you have a world-class CRM like Salesforce, that is often easier said than done. What if you could enrich your Salesforce CRM with Sales Planning and Performance Management?

With Jedox Planning you quickly set targets and quotas on any level for any combination of account owners, territories, product groups, and accounts. Jedox not only simplifies target setting and quota setting for everyone in your team. It extends the capabilities of Salesforce to create a truly multidimensional picture of sales performance. Quickly analyze performance and compare forecasts to targets. Create fast and actionable performance analysis, reports, and forecasts from lead to cash. Discover which operational drivers are directly connected to financial and business results and use smart insights from rich data analytics to make faster, better decisions.

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This factsheet will show you the benefits of combining the power of Salesforce with the Jedox Solution:

  • Planning, Budgeting and Forecasting Workflow

  • Top-down Target and Quota Setting

  • Continuous Performance Tracking vs. Budget and Forecast

  • Connected Data for Planning, Analytics & Reporting

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