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!
![](https://simplefisolutions.com/wp-content/uploads/2021/04/essig.png)
![](https://simplefisolutions.com/wp-content/uploads/2021/04/essig.png)
PRESENTER
Jon Essig
Managing Partner Sales & Solutions SimpleFi LLC
![](https://simplefisolutions.com/wp-content/uploads/2021/04/timfalbo-1.png)
![](https://simplefisolutions.com/wp-content/uploads/2021/04/timfalbo-1.png)
PRESENTER
Tim Falbo
Senior Director, Global Center of Excellence, SAP
![](https://simplefisolutions.com/wp-content/uploads/2021/04/kevinblakeround.png)
![](https://simplefisolutions.com/wp-content/uploads/2021/04/kevinblakeround.png)
PRESENTER
Kevin Blake
San Francisco Magician and Illusionist
![](https://simplefisolutions.com/wp-content/uploads/2021/04/picture-1024x435.png)
![](https://simplefisolutions.com/wp-content/uploads/2021/04/picture-1024x435.png)