CRM
Salesforce Drivetrain Integration
Forecast your revenue with accuracy, track sales metrics in real-time and collaborate with your GTM counterparts effortlessly to achieve and exceed targets together.
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Why use Salesforce with Drivetrain?
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Track all your revenue metrics
Have constant visibility of your business performance to surface timely, actionable insights.
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Improve forecast accuracy
Real-time data sync with your CRM ensures all your reports, models and forecasts are always up-to-date.Â
Align stakeholders faster
Collaborate easily with your teammates to build and adjusts plans quickly.
Create a reliable plan to reach your revenue goals
Connect sales planning to sales performance to understand how to reach revenue goals with bottoms-up inputs such as ramp up time, quota attainment, sales cycle etc.
Collaborate with your sales and marketing team right on the platform with easy to share and understand models and reports to align on goals faster.
Explore sales & revenue planning
Analyze data in real-time and share insightsÂ
Build actionable dashboards to report on LTV:CAC ratio, bookings, new ARR, churn rate, and more.
Improve win rates & shrink deal cycles by identifying key drivers & bottlenecks by drilling down your data by various dimensions and going down to the transaction level data in one click.
Explore reporting & analytics
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“Drivetrain automated data consolidation from NetSuite, Salesforce and Google Sheets. All finance reports (P&L, balance sheet, cash flow statement, headcount, ARR, pipeline) for actuals and plan are always up to date.”
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Juan Sebastian
FP&A Director at Billwerk+
Forecast your revenue with precision
Connect your CRM such as Salesforce to Drivetrain to automatically update your actuals in real-time without any manual intervention.
Track planned vs. actuals across new business, renewals, expansion, and churn to quickly identify gaps and adjust your plans accordingly.
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Build a high-confidence bookings/sales forecast Â
Empower your sales team to update forecast category (commit, best case, pipeline) and deal-level ARR on the go.
Triangulate this bottoms-up forecast with other sales forecasting methodologies such as stage weighted forecast, forecast category weighted pipeline to know exactly where you’ll land at the end of the quarter.
Salesforce and Drivetrain – a powerful combination for finance and revenue teams
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Scenario planning
Plan for different what-if scenarios to identify the best path to achieve your revenue goals.
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Sales capacity planning
Makes smarter resource allocation decisions with a real-time and accurate view of all your data from CRM, ERP & HRIS.
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Sales quota planning
Model quota changes based on sales performance or other factors to improve forecast accuracy.
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Sales incentive management
Build personalized compensation plans, model payouts accurately, and determine quotas based on ROI & revenue targets.
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Territory planning
Create complex territories at any level of granularity for maximum coverage & performance.
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Rolling forecasts
Re-forecast frequently to ensure plans, forecasts, and reports are always up to date.
Integrating Salesforce to Drivetrain is as easy as 1-2-3
Drivetrain offers a native integration with Salesforce. Connecting the two systems is a simple three step process:
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Enter your Salesforce credentials directly in Drivetrain.
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Take a few minutes to map your CRM data to Drivetrain.
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Start building powerful multidimensional models and reports!
Connect Salesforce & Drivetrain for high confidence forecasting and planning.Â
We are here to help you unlock it.
Book a Demo
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