Make Sales Planning Seamless – Jedox Planning for Salesforce

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? Jedox Planning for Salesforce enables customers to accelerate top-down, bottom-up and driver-based planning thanks to the multi-dimensional Jedox planning engine.

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.

Jedox Planning for Salesforce makes it easy to set and adjust quotas for sales reps directly in Salesforce and track actual performance against plan. For even more insights, beside of Salesforce data, you can bring in data from ERP and other sources. Results can be written back to Salesforce to allow end-users a closed-loop experience.
The powerful app aligns budgets and forecasts with finance and other lines of business to increase transparency and integrate planning across the organization and enables multi-dimensional planning on any level or hierarchy as well as multi-step approval workflows.