b2+ Forecasting App:
The “easy to use” Planning and Forecasting solution.
b2+ Forecasting App:
The “easy to use” Planning and Forecasting solution.
Business Values
Easy implementation of the Forecasting Addon without intervention into the current opportunity process in Salesforce.
Business Values
Easy implementation of the Forecasting Addon without intervention into the current opportunity process in Salesforce.
Fast.
Easy to use Forecast Addon for Salesforce Users.
Indipendent.
Possibility to create new Forecasts independent from Opportunities.
Transparent.
Additional reports and dashboards on Forecast records allows transparent management.
Individual.
Unmanaged Package – possibility for individual changes and solution improvements.
Features
Mit unseren maßgeschneiderten Features haben Sie die optimale Grundlage, um Potenziale rechtzeitig zu erkennen und wichtige Entscheidungen für und in Ihrem Vertriebsteam zu treffen.
Individual Sales Targets
Definieren Sie für alle zugehörigen Vertriebsmitarbeiter individuelle Vertriebsziele und weisen Sie Ihnen diese entsprechend zu.
Forecast for Sales Team
Lassen Sie sich die Prognosen mit Blick auf Ihr komplettes Vertriebsteam anzeigen.
Target – Actual Performance-Comparison
Weekly comparison and evaluation of actual results with targets.
Flexible choice of Forecast Categories
Choose Forecasting categories independently from the opportunity stage.
Independency from Opportunity-Data
Just fill in Forecasting values according to your opportunity data.
Relevant control variables on one page
Keep on track with the “Week-Over-Week-Comparison”, and “Forecast covered by Opportunities” and the “Expected Forecast to Plan”.
Features
Mit unseren maßgeschneiderten Features haben Sie die optimale Grundlage, um Potenziale rechtzeitig zu erkennen und wichtige Entscheidungen für und in Ihrem Vertriebsteam zu treffen.
Individual Sales Targets
Definieren Sie für alle zugehörigen Vertriebsmitarbeiter individuelle Vertriebsziele und weisen Sie Ihnen diese entsprechend zu.
Forecast for Sales Team
Lassen Sie sich die Prognosen mit Blick auf Ihr komplettes Vertriebsteam anzeigen.
Target – Actual Performance-Comparison
Weekly comparison and evaluation of actual results with targets.
Flexible choice of Forecast Categories
Choose Forecasting categories independently from the opportunity stage.
Independency from Opportunity-Data
Just fill in Forecasting values according to your opportunity data.
Relevant control variables on one page
Keep on track with the “Week-Over-Week-Comparison”, and “Forecast covered by Opportunities” and the “Expected Forecast to Plan”.
Comparionson of the methodology logic
Salesforce Standard Forecasting
Salesforce Standard Forecasting shows single values. Values of the related categories are not accumulated so the user mus calculate the opportunuty manual to get the total.
b2+ Forecasting App
The b2+ Forecasting App enables a accumulated representation of the KPI’s. This methodology compose the Forecasting category “Commit” and “Won”. The category “Expect” is the sum of “Won”, “Commit” and “Expect”. “Best Case” at the end is the sum of all categories.
Comparison of the methodology logic
Salesforce Standard Forecasting
Salesforce Standard Forecasting shows single values. Values of the related categories are not accumulated so the user mus calculate the opportunuty manual to get the total.
b2+ Forecasting App
The b2+ Forecasting App enables a accumulated representation of the KPI’s. This methodology compose the Forecasting category “Commit” and “Won”. The category “Expect” is the sum of “Won”, “Commit” and “Expect”. “Best Case” at the end is the sum of all categories.
Implementation & Rates
You are b2+ Forecasting App sind sie für Ihre Vertriebsprognosen optimal ausgestattet. Damit alles funktioniert sind zusätzliche technische Komponenten in Ihrem Salesforce System notwendig. Mit dem im Basispaket enthaltenen Expertenservice machen wir Ihr System im Handumdrehen fit.
Implementation
Rates
- 1 custom object „Forecast-Notes“
- 1 App Pages for Sales Rep and Sales Manager
- Some reports for App Pages
- 1 Lightning-Web-Component for Forecast Input and default value calculation (forecastComponent)
- APEX classes: DateHelper, ForecastController, UserService, DateHelperTest, ForecastControllerTest, UserServiceTest
- 2 fields on the User object
- 2 permission sets
- List-Views on Opportunities and Forecast-Notes
Basic Package
Expert Services with Consultancy and Implementation of b2+ Forecasting App
from 8.900,00 EUR* / single payment
Licences
Single payment for the licences per user
from 25,00 EUR* / single payment
*Additional customer requirements can effect the costs.
Implementation & Rates
You are b2+ Forecasting App sind sie für Ihre Vertriebsprognosen optimal ausgestattet. Damit alles funktioniert sind zusätzliche technische Komponenten in Ihrem Salesforce System notwendig. Mit dem im Basispaket enthaltenen Expertenservice machen wir Ihr System im Handumdrehen fit.
Implementation
- 1 custom object „Forecast-Notes“
- 1 App Pages for Sales Rep and Sales Manager
- Some reports for App Pages
- 1 Lightning-Web-Component for Forecast Input and default value calculation (forecastComponent)
- APEX classes: DateHelper, ForecastController, UserService, DateHelperTest, ForecastControllerTest, UserServiceTest
- 2 fields on the User object
- 2 permission sets
- List-Views on Opportunities and Forecast-Notes
Rates
Basic Package
Expert Services with Consultancy and Implementation of b2+ Forecasting App
from 8.900,00 EUR* / single payment
Licences
Single payment for the licences per user
from 25,00 EUR* / single payment
*Additional customer requirements can effect the costs.
You have questions?
We have theanswers.
Each company is unique so the opportunities of Salesforce.
We are happy to advice you.
b2plus Consulting GmbH
Aventinstraße 6
80469 München