Anaplan Integrates Advanced Analytics and Collaborative Planning into Salesforce.com

Platform Solves Key Sales Planning and Management Challenges

San Francisco, CA – November 12, 2013 – Anaplan, the fastest growing provider of cloud-based business modeling and planning software for sales, operations, and finance, today announced a deeper level of functional integration with Salesforce, the world’s leading cloud platform for social and mobile business apps. Users can now easily access and modify models and plans within the Salesforce interface via single user authentication. Bi-directional data integration between Salesforce and Anaplan ensures models and plans are continuously refreshed with real-time data. Anaplan’s now seamless operation within the Salesforce Sales Cloud enables sales professionals to make real-time, data-driven decisions associated with territory management, quota assignments, commissions calculations, sales forecasting, and quote configuration.

By combining advanced analytics and collaborative planning, Anaplan is solving three key sales challenges—creation of bullet-proof sales plans, execution of plans with real-time CRM data, and the ability to adapt plans to disruption on the fly. Anaplan is powered by Hyperblock™, a patented, in-memory modeling and calculation engine that enables a single planning environment for the entire organization and rapid modeling by the business user.

“Anaplan has been a break-through for quota and coverage planning across our global sales team,” said Bob Slaby, Vice President at Hewlett-Packard. “The sales leadership now has real-time visibility into coverage gaps, field capacity, and product and account-level targets. Anaplan lets us map out how we are going to succeed.”

“The traditional approach to sales operations is being replaced with in-depth analytics and collaboration across sales organizations,” said Merritt Alberti, Director at Deloitte Consulting’s Sales Force Effectiveness Practice. “Using Anaplan’s single solution, we can help our clients finally build a sales planning and management process that increases sales velocity and maximizes sales productivity.”

“With Anaplan, companies can now integrate accurate, data driven sales projections into company-wide planning and modeling—from marketing to operations to finance—for real-time alignment to market opportunities,” said Fred Laluyaux, CEO of Anaplan.

Sales Use Cases

Anaplan’s user-friendly application enables accurate and timely planning for a variety of business functions, including:

Sales Forecasting: Forecast based on actuals, track against goals, and ensure a successful sales period. Instantly model how the pipeline will impact sales, costs, and margins across all business dimensions.

Territory Planning: Maintain updated and balanced territories across all dimensions of the business in real-time.

Quota Planning: Reconcile top-down targets and bottom-up quotas to ensure optimal coverage and productive reps. Ensure complete visibility across the company on how goals are set and will be reached.

Commissions Calculation: Model your compensation plans, calculate commissions, analyze plan effectiveness, and answer “What if?” scenarios.

Quote and Price: Easily create product configurations that can be validated against business rules. Ensure quotes are properly configured to increase sales velocity and support product delivery.

About Anaplan

Anaplan is disrupting the world of business modeling and planning for sales, operations and finance. We built our platform from the ground up to empower companies to plan, collaborate and act—in real time. Stay ahead of critical business events, rapidly model potential impacts and course correct on the fly. With Anaplan’s cloud-based platform, you can continuously align your people, plans and spend to your market opportunities. Anaplan is a privately held company, headquartered in San Francisco, CA with global offices on four continents. To learn more, visit anaplan.com. Join us on twitter: @anaplan