I’m trying to find a sales planning platform that doesn’t just handle planning in a vacuum, but also works well with the tools teams already use for pipeline data and reporting. In theory, a lot of these platforms say they integrate well, but I’m curious what that looks like in reality.
A few I’ve been looking at:
Anaplan: seems powerful, especially for bigger teams, but maybe a little heavy
Clari: feels like it would connect well on the CRM side, but not sure how strong it is for planning
Xactly: looks interesting if comp, planning, and sales data all need to tie together
Pigment: seems more modern and flexible, but I don’t know how strong the integrations really are
Varicent: heard it can handle more complex orgs, just not sure how easy it is to work with
What I’m really trying to understand is whether any of these make life easier once CRM + BI are part of the setup, or if you still end up doing a bunch of manual cleanup and workaround stuff.
##### Post Metadata - Posted at: 4 months ago - Net upvotes: 1 ## Comments ### Comment 1 I’d care a lot about how naturally it pulls CRM and BI data into planning, because that is where these setups either click or become messy. ##### Comment Metadata - Posted at: 3 months ago ## Related discussions - [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team) - Posted at: about 13 years ago - Comments: 6 - [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section) - Posted at: about 13 years ago - Comments: 0 - [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm) - Posted at: about 13 years ago - Comments: 4