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 organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)..

Rescue your budgeting, planning, and 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. from slow and painful manual processes to improve your productivity by more than 70%. Integrate revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. 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 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. and continuously apply what you learn to improve your plans. With easy, powerful, and fast analyticsAnalytics Analytics is the active study of different types of data with the aim of discovering meaningful patterns and translating these into insight (such as historical analyses and forecasts), or action (such as those intended to improve business performance)., 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 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.-scale API integration platform can transform your business. Request a demo today of Adaptive Insights integration and automation.

Connect App to Pipeliner CRM Now

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..