Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Meisterplan Connector for Salesforce

Lean project portfolio management to plan resources beyond the short term.

No Ratings
Starting at $150   USD/company/month
Try It
Industries
Engineering, Construction, & Real Estate
Manufacturing
Professional Services
Business Need
Sales
IT & Administration
Enterprise Resource Planning
Requires
Sales Cloud
Compatible With
Sales Cloud

Highlights

Winning clients isn’t just about closing deals – it’s also about delivering on your promises. Use Meisterplan’s what-if scenario planning to ensure that customer projects get delivered on time, and that you secure repeat orders.

Once you reach a self-defined point with your opportunity in Salesforce, a new project will automatically be created in Meisterplan. With Meisterplan, you'll see who is available when, so all work gets done on time, within budget, and without burnout.

Give management exactly what they need. Meisterplan’s intuitive and sleek interface makes Excel a thing of the past. Create reporting dashboards that reflect exactly the data you need to make sure you can pursue the right opportunities in the future.

Provider Details

itdesign GmbH
Tübingen
Founded
1999
Phone
1-888-908-5834

itdesign: The Company Behind Meisterplan Meisterplan is a product of the software company  itdesign. With our “people first” mindset at the forefront, we have built one of the most popular software companies in Germany for employees – with enthusiasm for technology and  over 25 years experience, all while being completely self-financed. Our awards with Great Place to Work® show that our way of working and our cooperation and support for employees are something special. In addition to Meisterplan, itdesign also offers other software products from partner manufacturers such as Clarity PPM and the CRM solution CAS genesisWorld. Alongside the products, we offer advice, further development, support and hosting.

Pricing Details

Default

$150 USD/company/month

Lowest Starting Price