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Watch this On Demand video to explore ways to create synergies between your CRM and planning activities. Our presentation will focus on providing users with a more intuitive, collaborative experience by integrating the Anaplan business modelling platform and the Salesforce CRM system.
What we will cover:
Cloud-based tools such as Salesforce and Anaplan enable the collaboration and sharing of sales activities and business planning. This webcast will introduce both products and explore how they can be integrated to produce a powerful solution. We’ll demonstrate how you can use CRM data to improve business planning and facilitate closer ties between sales activity and the business processes it drives.
We will look to explore questions such as:
- How can Anaplan leverage Salesforce CRM data for more insightful sales forecasting?
- How can Anaplan models be embedded into Salesforce to quickly and accurately update plans to reflect evolving negotiations or relationships with customers?
- How does the synergy of Salesforce and Anaplan facilitate increased collaboration and data-driven decision-making?
We will demonstrate how the combination of Anaplan and Salesforce can add value to both your planning and sales processes.
Is it for you?
- Are you using Salesforce, but unsure of how CRM and sales data might benefit your existing planning processes?
- Do you have inefficient spreadsheet-based planning processes which could benefit from a centralized forecasting and collaboration platform?
- Are you looking for a more insightful way to incorporate CRM and sales data in your planning model?
- Are you using both Anaplan and Salesforce and want to learn more about their potential for integration?