Driving a More Complete, Accurate Sales Forecast

For most organizations, capturing and rolling up the sales forecast represents a tedious error-prone process with little business value. Sales reps often abandon forecasting completely or they don’t provide a forecast for all of the accounts for which they are responsible because it takes too much time — time that could be better spent selling. As a result, the sales forecast is incomplete, not available in a timely fashion, and ultimately inaccurate.

A key best practice in driving adoption of the forecasting process is to integrate forecasting with the account/opportunity management activities that are typically carried out within a CRM system like Salesforce CRM.

Right90 Connector for Salesforce CRM

The Right90 Connector™ for Salesforce CRM offers the ability to integrate Salesforce CRM and Right90 so as to drive adoption while improving sales rep productivity and ultimately driving a more complete and accurate forecast. The connector consists of the following features:

UI Integration — Users can enter, review and vet Right90 forecast data from a tab that is integrated with the Salesforce CRM user interface
User Login Integration — Users can use their Salesforce CRM sign-on credentials to seamlessly log into the Right90 Sales Forecast Capture™ application
CRM Master Data Integration — Duplicate forecast data entry is eliminated by importing account, opportunity, product and region data into Right90
CRM Customer Attribute Integration — Custom objects and data can be imported from Salesforce CRM into Right90 to provide users with more information with which to review the forecast
CRM Forecast Writeback — Automatically updates the opportunity-product quantity and price values in Salesforce CRM with the forecast data from Right90 to ensure that the values are in sync with Right90.

By integrating CRM with the Right90 sales forecasting applications, customers can drive end-user productivity and improved forecast completeness. At the same time, the pre-built connectors offer IT the ability to deliver a trusted and actionable forecast at lower total cost of ownership (TCO).

Right90 integrated into Salesforce CRM

Key Benefits:
For End-Users	Increased sales productivity, increased forecast completeness and accuracy Sales reps spend less time entering in CRM data into the forecasting system and more time selling Sales Operations teams can spend less time manually assembling data for forecast analyses and can focus more time on the analysis itself Sales Management and Sales Operations benefit from having their forecast data enriched with a robust set of data from their CRM systems for review and vetting purposes Real-time integration ensures that updates in CRM are incorporated into the forecast as they occur
For IT	Reduced implementation risk at lower TCO, increased system adoption Maximize existing investment in CRM by enabling a trusted forecast from a joint CRM-forecasting solution Reduced TCO from leveraging pre-built out-of-the-box integration with Oracle CRM On Demand Drive forecast process adoption with the sales reps by providing a seamless end-user UI workflow between CRM and forecasting processes.

Key Features

The following provides an overview of the features of the Right90 Connector for Salesforce CRM:

Out-of-the-box integration between Right90 and Salesforce CRM
Embeds Right90 Sales Forecast Capture application within the Salesforce CRM UI
Enables users to login to Right90 Sales Forecast Capture using their Salesforce CRM credentials
Automatically imports product, opportunity, account information and custom fields from Salesforce CRM
Right90 has been a certified AppExchange partner since 2006.

For more information:
Download Connector for Salesforce CRM datasheet
View Web demo
How Right90 works with CRM
Contact us

Driving a More Complete, Accurate Sales Forecast

Right90 Connector for Salesforce CRM

Key Features

Right90 Trust Analytics™

Enabling the enterprise to understand and score the quality of its current sales forecast, sales people, customers, channels and regions by pinpointing the historically reliable and unreliable areas of their forecast.