Anaplan + Salesforce

The perfect combination of planning and execution

Salesforce’s cloud applications are designed to manage the day-to-day activities of running a business in areas like sales, marketing, commerce, and service. Anaplan is built to connect the strategic business decisions that fuel those activities—territory and quota plans, forecasts and budgets, capacity plans, market segmentation, pricing optimization, and more. Together, we provide a complete solution that aligns strategy to execution to elevate performance across the organization.

Nothing beats a face-to-face conversation. Here are 3 reasons why you should meet with Anaplan at Dreamforce:

1. We’ll show you how Anaplan + Salesforce combine to provide a complete solution that can align your strategy with its execution. After all, some things are just made for one another.

2. From territory and quota plans to market segmentations to forecasts and budgets—we’ve got you covered. You’ll see firsthand how our platform not only supports, but evolves, your go-to-market strategy.

3. Receive a free CPX 2020 pass, valued at $1395!

4. Receive access to the VIP Lounge with treats, espresso bar, charging stations, and VIP access to our Dreamforce party for taking a meeting.

Watch our presentation on “Intelligent Planning for CRM with Salesforce Einstein” from CPX 2019

To learn more, schedule a 1:1
meeting with our planning experts

Anaplan + Salesforce:
Connecting planning and execution

Companies across the globe use Salesforce to manage their customer relationships and track sales activities. Anaplan gives organizations the power to create and manage their go-to-market strategy from a single platform. By combining the two, sales organizations can construct a complete sales solution that empowers strategic decisions and ensures that sales plans get executed in the field.

Anaplan is a leader in Sales Performance Management. Our partnership with Salesforce helps fulfill our commitment to excellence for customers looking to improve sales processes and results from planning through execution.

A Complete Sales Solution

Together, Anaplan and Salesforce seamlessly integrate sales planning and execution. The combination gives sales organizations unprecedented ability to stay agile, keep their organization aligned, and drive financial results.

Sales Planning + Sales Cloud

Sales Planning is the crucial piece of the go-to-market strategy, turning large-scale strategy into execution in the field. By organizing your opportunities and aligning your team to fit, Sales Planning primes your sales organization to conquer the market.

Sales Cloud provides sales teams with the market-leading SFA capabilities that turn these plans into action. With Sales Cloud, teams can track every opportunity and maximize the potential of their territories, quotas, and accounts.

Sales Planning

  • Market segmentation
  • Territory planning
  • Sales coverage
  • Quota planning
  • Account assignments
  • Objectives management
  • Pipeline planning

Sales Cloud

  • Accounts & contacts
  • Activities
  • Opportunities
  • Leads
  • Campaigns
  • Partner management
  • Sales forecasting

Sales Planning

  • Market segmentation
  • Territory planning
  • Sales coverage
  • Quota planning
  • Account assignments
  • Objectives management
  • Pipeline planning

Sales Cloud

  • Accounts & contacts
  • Activities
  • Opportunities
  • Leads
  • Campaigns
  • Partner management
  • Sales forecasting

Sales Cloud CPQ

Sales Cloud CPQ gives sales teams the power to configure, price, and quote complex sales scenarios. When pairing Sales Cloud CPQ with Anaplan for Sales, sales leaders can unlock Salesforce data to more accurately forecast sales trends and better identify the insights that drive business outcomes. Anaplan’s “what-if” modeling capabilities allow sales leaders to optimize pricing and discounting, while Sales Cloud CPQ ensures that quotes can be tracked and executed through the stages of negotiation and approval.

Anaplan for Sales

  • Deal desk
  • Price optimization
  • Discount modeling
  • Incentives estimator
  • Classification & crediting
  • Variable incentives
  • What-if modeler for reps

Sales Cloud CPQ

  • Product configuration
  • Pricing
  • Discounts
  • Document generation
  • Contract management
  • Order management
  • Billing

Anaplan for Sales

  • Deal desk
  • Price optimization
  • Discount modeling
  • Incentives estimator
  • Classification & crediting
  • Variable incentives
  • What-if modeler for reps

Sales Cloud CPQ

  • Product configuration
  • Pricing
  • Discounts
  • Document generation
  • Contract management
  • Order management
  • Billing

Integrating Anaplan and Salesforce

Anaplan and Salesforce provide customers with multiple integration options.

Data Connection Options

Integrate data from Sales Cloud and other Salesforce clouds, as well as any cloud/on-premise application or database. Options include Anaplan’s one-stop data integration solution, HyperConnect, or using Anaplan connectors with Informatica, MuleSoft, Dell Boomi, and Snaplogic.

Salesforce Tab Integration

Sales users can access Anaplan dashboards and plans directly from within the Salesforce user interface using this Anaplan-managed package from the AppExchange. Lightning and Classic UI implementations are supported.

“Using Anaplan with Salesforce helps us move our incentive compensation management closer to a real-time process, with most data updates made every 20 minutes.”

Karen Han, Senior Manager of Sales Finance, Zillow Group