April 15th, 2020
Join us on April 21, 2021, to learn Financial Planning and Analytics leading practices applied to pipeline- and opportunity-based sales. See a live demonstration by SAP’s business partner, SimpleFi, on prepackaged solution for CRM planning and analytics, as we discuss key topics, including:
- How to create an integrated planning process leveraging opportunity data from 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 that include quota, forecast and the annual plan with SimpleFi’s prepackaged content
- SimpleFi’s customer use cases and success stories
Following the presentation, we invite you and your family to join us for an afternoon of magic featuring Kevin Blake!
PRESENTER
Jon Essig
Managing Partner Sales & Solutions SimpleFi LLC
PRESENTER
Tim Falbo
Senior Director, Global Center of Excellence, SAP
PRESENTER
Kevin Blake
San Francisco Magician and Illusionist
