Meisterplan Connector for Salesforce

Highlights

• Winning clients isn’t just about closing deals – it’s also about delivering on your promises. Use Meisterplan’s what-if scenario planning to ensure that customer projects get delivered on time, and that you secure repeat orders.
• Once you reach a self-defined point with your opportunity in Salesforce, a new project will automatically be created in Meisterplan. With Meisterplan, you'll see who is available when, so all work gets done on time, within budget, and without burnout.
• Give management exactly what they need. Meisterplan’s intuitive and sleek interface makes Excel a thing of the past. Create reporting dashboards that reflect exactly the data you need to make sure you can pursue the right opportunities in the future.