Wednesday, June 16th, 2021
Join our webinar on June 16th to learn Financial Planning & Analytics leading practices applied to Pipeline and Opportunity based sales.
CRM systems at their core are used to track sales opportunities and measure sales effectiveness. But they can also provide the foundation for more accurate forecasts, annual planning and advanced analytics.
See a live demonstration of SimpleFi’s prepackaged solution for Salesforce planning and analytics and discuss the following:
- How to create an integrated planning process leveraging opportunity data from Salesforce, C/4 or any structured CRM system
- How to best configure and utilize Opportunity data from your CRM to create a more accurate, less subjective financial forecast
- How to predict deals that will close and identify leading indicators
- Planning processes include quota, forecast and the annual plan with SimpleFi’s prepackaged content
- SimpleFi customer use cases for technology firms and professional services firm
- Review SimpleFi Salesforce Planning Accelerator Roadmap
Please use your company email to register.
PRESENTER
Jon Essig
Managing Partner
SimpleFi Solutions LLC
Please use your company email to register.
Wednesday, June 16th
10:00 a.m. to 11:00 a.m. CST