Adaptive Insights for Sales CRM App

About Adaptive Insights

Adaptive Insights’ business planning cloud offers solutions with built-in intelligence for finance and sales teams and is a platform with the power and flexibility to model virtually anything else. Each team creates its own models and plans, which all link together to give you a comprehensive view across your organization.

Rescue your budgeting, planning, and forecasting from slow and painful manual processes to improve your productivity by more than 70%. Integrate revenue and expense planning, use rolling forecasts, and analyze performance. Model sales capacity, determine quotas and assign territories. With a cloud-based planning system, you work the way you want to work on the web, in Excel, or on your mobile device.

Make the move to active planning. With Adaptive Insights Business Planning Cloud, you can analyze real-time financial, sales, and operational data and continuously apply what you learn to improve your plans. With easy, powerful, and fast analytics, plus reporting and dashboards, you can plan and adapt in real time to drive business success.

Adaptive Insights Integration with Pipeliner CRM

Business professionals that want to integrate Adaptive Insights with Pipeliner CRM like that Pipeliner’s native integration give them the power to sync all data, connect deeply, and configure flexible workflows. With Pipeliner, organizations can:

  • Create custom workflows
  • Receive hands-on support for ensured success

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

Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed by Pipeliner CRM.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM account.