Adaptive Integrates with Pipeliner CRM

About Adaptive Insights

Adaptive Insights, formerly known as Workday Adaptive Planning, is a cloud-based enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment. performance management (EPM) software solutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.. It empowers businesses of all sizes to streamline their financial planning, budgeting, forecastingForecasting Forecasting is a prediction or calculation of a trend or event likely to occur in the future based on qualitative, quantitative and historical data as well as emergent but relevant factors., and reporting processes.

Here’s a breakdown of its key functionalities:

Core functionalities:

  • Financial planning and budgeting: Create flexible and collaborative budgets that align with your strategic goals.
  • Forecasting and modeling: Perform scenario planning and what-if analysis to anticipate future financial performance.
  • Reporting and analysis: Generate reports and dashboards to track progress, identify trends, and gain insights into your financial performance.
  • DataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. consolidation and integration: Centralize data from various sources to ensure consistent and accurate reporting.
  • Collaboration and workflow management: Facilitate collaboration and communication between finance teams and other departments.

Benefits of using Adaptive Insights:

  • Improved accuracy and efficiency: Streamline workflows and automate tasks to improve the accuracy and efficiency of your financial planning processes.
  • Enhanced visibility and control: Gain greater visibility into your financial performance and make data-driven decisions.
  • Increased agility and responsiveness: Adapt your plans quickly to changing market conditions and business needs.
  • Reduced costs: Save time and money by eliminating manual processes and improving operational efficiency.

See how Pipeliner’s enterprise-scale API integration platform can transform your business. Request a demo today of Adaptive Insights integration and automation.

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