Anaplan for Salesforce

ELEVATE SALES BY CONNECTING
STRATEGY TO EXECUTION

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Anaplan for 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.

Expanding the value of CRM

Over 90 percent of sales organizations have a dedicated CRM solution. Although universally valuable, sales automation alone no longer provides the competitive advantage it once did.

Today, the responsibility for finding that next competitive edge falls to sales leaders. It’s these leaders who are responsible for constructing and managing the all-encompassing plan an organization creates to execute its corporate sales objectives. This plan is the organization’s go-to-market strategy.

By giving sales leaders a single platform for managing their entire go-to-market strategy, Anaplan dramatically raises the value of the CRM system, ensuring that the aspects at which the CRM excels—managing leads, tracking opportunities, accelerating pipeline—are both driven by and inform high-level sales strategy.

By combining Anaplan and Salesforce, sales organizations can keep themselves:

Anaplan Dynamic Icon

Dynamic

Quickly change plans and rapidly realign strategies based on actuals and forecasts

Collaborative

Coordinate goals, activites, and insights across Sales, Marketing, Finance, HR, and other business units

Intelligent

Optimize territories, coverage, quotas, and incentives to improve sales performance

Connect your go-to-market strategy with Anaplan for Sales

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 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

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 + 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
Anaplan + Salesforce

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
Anaplan + Salesforce

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

Leverage the insights that drive sales performance

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.

HPE transforms T&Q planning with Anaplan

“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