Salesforce is a cloud based CRM software package built to help organizations streamline their sales and marketing activities.
OnPlan has a direct integration with Salesforce ensuring you are always working with up to date CRM information in your financial model on the OnPlan platform.
Integrations can transform your FP&A processes, freeing your team to focus on the analysis that will drive better decision making.
Single source of truth
Eliminate manual data entry
Work with data in real-time
More time for analysis
I really love the user interface, modularity, and power of the platform. It makes a very complex process much easier to manage. I love the fact it tracks your updates so you can see people’s thinking at various points in time.
Head of FP&A, Redbubble
OnPlan gives me peace of mind which in itself is worth the price. I don’t have to worry about version control or someone inadvertently corrupting a calculation in our model. I “fly” ImplantBase using OnPlan as my instrument panel, it tells me how fast I can go and how close I am to the treetops. Crucially, it allows us to more quickly get to the answers we need.
OnPlan is our go-to source for key operational data. It puts key information at our executives’ fingertips so we can make faster and better data driven decisions. OnPlan has helped eliminate hours of manual labor and allows us to create tailored dashboards that can be shared with key stakeholders across the company.
VP of Finance, Welkin Health
We have regularly hit our numbers since moving to OnPlan. I now have confidence in our forecast, and our Board members are much happier. The direct integration with QuickBooks saves us a ton of time. But the two critical issues it has solved is making sure we don’t run out of cash, and having a trustworthy forecast that we can base decision making on.
Learn how OnPlan gives your model superpowers.Book a demo