Webinar Recording:
Make Sales Planning Seamless – Jedox Planning for Salesforce

Jedox Webinar

What will you learn:

  • 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
Get Webinar Recording

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.
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.

  • Organizer

    Jedox

  • Duration

    32:17 min

  • Language

    English

  • Speaker

    Tom Mello
    Rohan Kapil