PLNR — Sales-Driven Planning | Sales and revenue planning, right inside your CRM

PLAN FOR GROWTH Build scalable, sales-driven plans across Sales, Marketing, and Operations. PLNR helps you set targets, forecast, and adjust continuously — so your strategy and execution keep pace with market shifts.

ALIGN MARKETING, SALES, OPERATIONS, AND FINANCE Align execution across every GTM function with a single real-time plan inside Salesforce. Eliminate silos, reduce redundant work, and empower every team to collaborate using a single source of truth.

KEY ACCOUNT PLANNING (SALES + ABM) Coordinate sales and marketing around your highest-value accounts. Align resources, track engagement, and plan outreach within your CRM. Enhance your customer profiles with your Account Based Marketing plan.

SALES AND REVENUE PLANNING Distribute quotas, assign targets, and forecast natively in Salesforce. Adjust instantly as market conditions. Easily translate your pipeline into In-Year Revenue streams across your product lines and sales territories.

MARKETING INVESTMENTS AND PLANNING Align your marketing investments and activities with your growth plan across your sales territories and product lines. Ensure your investments drive the desired sales pipeline so every dollar drives measurable impact.

RESOURCE PLANNING Translate your sales pipeline into a demand forecast for your delivery resources (including headcount and key assets). Track your current capacity and mitigate any gaps (over/under) with your sales pipeline.

TERRITORY, ACCOUNT, AND OPPORTUNITY PLANS Create and implement plans, budgets, and forecasts at the Sales Territory, Account, and Opportunity. Your plans always reflect your current Salesforce data model along with new team members and security access.

ROLLING FORECASTS Adopt rolling forecasts when it comes to your sales and revenue planning and go beyond the current fiscal year. Gain confidence in your ability to plan more accurately as you enter a new year with bottom up revenue plans.

MULTI-CURRENCY PLANNING Plan revenue and targets across global teams aligned with your Salesforce multi-currency and exchange rates configurations. PLNR performs the necessary currency translations plans — no manual conversions needed.