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Integrating Salesforce with The Atlas Planning Suite 
- A Live Demonstration

Recorded Event: March 22, 2018

Speaker: Brian Begeman, R&D Leader

Many sales and marketing teams find it difficult to contribute to the demand planning process. Organizations can increase input from sales and marketing by meeting those teams in a tool they already use daily: in the Salesforce CRM.

The Atlas Planning Suite offers excellent integration capabilities with Salesforce, making cross-team collaboration quick and convenient from within the Salesforce interface. There is no need for tedious jumping back and forth between multiple software programs or juggling multiple logins & communication streams. This native integration helps our customers achieve greater levels of operational efficiency, reliability, and quality.

In this 30-minute webinar, R&D Leader Brian Begeman demonstrates the benefits of the Salesforce integration and shows you how it works in practice. Some of the areas that are covered during the presentation include:

  • Accessing the Planning Portal from within Salesforce
  • Configuring settings to align with your planning process
  • Technical requirements and upgrade path
  • Click-through demo with examples
  • Q&A

Register to watch the recording.

Register to Watch the Recording