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DrewB
Business Plan App
Does anyone have a reccomendation for a Business Plan App?
Currently our sales reps are creating yearly business plans in word and excel. I would liketo get them embedded into salesforce.com. We currently utilize account plans and account strategies (from the app exchange) I would like a yearly plan that tied it all together, linked to a particular user and included text fields for written goals and focuses.
I have not found anything that meets this need as of yet, but wanted to see if anyone had any suggestions. Thanks.
DrewB
May be you have already thought this ---
If its just another new object in salesforce --- Creating a custom object with required page layout, text fields and giving access to profiles to which required users are added will do.
If you need any data from account plans and account strategies you can customize the fields on businessplan object (lookups, w/fs , triggers)
Maybe take a look at getting the plans written up in google docs, and link these into SF. You might also want to check out SF content if you haven't already but that is more of a repository and won't allow you to make 'inline edits'
The application also includes features that help enhance your professional image, like customizing invoices to align with your brand. It supports multiple currencies and tax rates, so it's also suitable for international transactions.
Another great feature is the ability to track the status of your invoices. You can easily see which invoices are pending, paid, or overdue, helping you manage your cash flow effectively.
There are several pricing plans available, including a free version with basic functionalities and a paid plan with enhanced features. Check it out here https://saldoinvoice.com/. You'll likely find it to be a valuable addition to your business tools!