RevOps Simplified
Get instant access to an intelligent view of your pipeline & sales team performance. Using understandable AI, Planr allows you to increase win rates, expand deal size and accelerate time to close
Increase Sales with better insights from Planr
For growth focused companies who struggle to get the insights that they need from their CRM to help drive sales performance. Planr offers a SAAS application which instantly plugs into CRM, delivers out of the box Rev Ops data and uses AI to help forecast sales across your team.
Accelerated Sales Insights With Planr
At Planr, we understand the challenges of scaling sales operations. Planr is the platform for CEOs, CFOs and Sales Leaders who are struggling with disjointed CRM, marketing and finance insights that fall short in providing a complete picture on current and future bookings and revenue performance.
Where there isn’t a Rev Ops team in place, Planr can fill that gap. Where there is a Rev Ops team, we can provide a platform which offers accelerated insights and facilitates the building out of deep reporting and visualisations.
Take Control Of Your Data
Handling data requests from private equity firms can often feel overwhelming and disruptive. Our SaaS application enables companies to streamline their data management processes, ensuring that you can respond to PE requests on your terms, not just when asked. Set predefined data delivery schedules that align with your internal reporting cycles to prevent ad hoc requests from disrupting your workflow.
This approach not only enhances your operational efficiency but also ensures that PE firms receive the most relevant and timely data, fostering a healthier, more productive investment relationship. With Planr, you maintain the upper hand in managing investor communications, securing your data autonomy while keeping stakeholders adequately informed.
Why Planr?
Know instantly whether today’s performance will deliver tomorrow’s revenue results.
Nobody wants a six-month project. Jumpstart your revenue operations with Planr, offering immediate access to sales analytics, conversion rates, slipped deals, pipeline coverage and rep performance metrics including attainment rates and ramp-up times, amongst other things.
Uncover the blockers to your sales and leverage actionable insights to increase sales through better decision-making. Planr is your single source of truth to identify opportunities and optimize your sales strategy. Pipeline coverage, quota coverage, rep attainment rates, forecast accuracy, conversion rates (new v existing, region, product, revenue type etc).
Forget the days of cumbersome system integration, Planr is designed to integrate seamlessly into your workflow. Within an hour, Planr can be implemented so that you can view key deal and financial data effortlessly, enabling a unified view of your company performance.
Leverage the power of AI to predict your bookings, revenue and cash forecasts with unparalleled accuracy. Planr analyzes historical data and current trends to provide you with a realistic projection of your quarterly and annual sales, helping you to set achievable targets and strategize accordingly.
New to the business? Planr acts as your seasoned guide, offering predictions and insights to steer your strategy in the right direction.
Unlike the basic ‘win rates’ that your CRM may demonstrate, Planr uncovers the true performance of your sales funnel with detailed conversion rate analysis using our unique architecture and historical data collection.
Why Planr?
Know instantly whether today’s performance will deliver tomorrow’s revenue results.
Nobody wants a six-month project. Jumpstart your revenue operations with Planr, offering immediate access to sales analytics, conversion rates, slipped deals, pipeline coverage and rep performance metrics including attainment rates and ramp-up times, amongst other things.
Uncover the blockers to your sales and leverage actionable insights to increase sales through better decision-making. Planr is your single source of truth to identify opportunities and optimize your sales strategy. Pipeline coverage, quota coverage, rep attainment rates, forecast accuracy, conversion rates (new v existing, region, product, revenue type etc).
Forget the days of cumbersome system integration, Planr is designed to integrate seamlessly into your workflow. Within an hour, Planr can be implemented so that you can view key deal and financial data effortlessly, enabling a unified view of your company performance.
Leverage the power of AI to predict your bookings, revenue and cash forecasts with unparalleled accuracy. Planr analyzes historical data and current trends to provide you with a realistic projection of your quarterly and annual sales, helping you to set achievable targets and strategize accordingly.
New to the business? Planr acts as your seasoned guide, offering predictions and insights to steer your strategy in the right direction.
Unlike the basic ‘win rates’ that your CRM may demonstrate, Planr uncovers the true performance of your sales funnel with detailed conversion rate analysis using our unique architecture and historical data collection.
Planr has brought a new level of sophistication to our sales and revenue operations
Planr Transformed Calligo's Revenue Performance
Per Day
Discover What Your CRM Missed
For growth-focused companies who struggle to get the insights that they need from their CRM to help drive sales performance. Planr offers a SAAS application which instantly plugs into CRM, delivers out of the box Rev Ops data and uses AI to help forecast sales across your team.
Already have a cRM?
Planr isn’t a CRM, it’s AI driven insights that help you track revenue all the way from marketing, sales and finance - 3 things all sales leaders need to track that will increase bookings.
Pushed deals are one of the biggest contributors to missed quarters. A deal is there all the way through, but come end of quarter, it’s been pushed! Pushed deals/slipped deals kill a quarter faster than lost deals. With Planr, you can;
- Track a deal right through your pipeline to see how many times it’s pushed
- Identify deals that are in danger of pushing.
- See what the conversion rate is for deals by push count.
- Know how much of your pipeline is made up of pushed deals.
- Know which reps or teams push the most deals.
Hitting quarters relentlessly is not just about the value of the sale, it’s also about having a process that maintains control. A key insight is that the deals that are being called in for a quarter are the deals that are subsequently closed. Increasing forecast accuracy means a healthy sales process and more subsequent bookings.
What happened to your pipeline from the start of the year, how did it unwind. Which marketing spend was most impactful? What is the ideal days at stage for each deal type? Which deals currently called in are outside of that?
Supercharging revenue growth
Customer Succss Stories
How Planr transformed Calligo's revenue performance With AI Predictions
Planr is enabling Calligo to grow predictably, to optimise sales and marketing capacity and to deliver revenue and sales assurance, profitability and cash flow.
proof of future revenue performance secured TDS' buy-out
Planr gave the CEO & leadership team what they needed in order to convince the buyers that TDS could deliver the projected future revenue, securing a 33% higher valuation.
Empowering Scorebuddy With Precision Sales And Revenue Insights
Scorebuddy implemented Planr’s AI-driven solutions to gain a competitive edge in a dynamic market. Planr gave insights that were impossible to get from Saleforce.
How It Works
In the click of a button, Planr connects company data across CRM, Finance, ERP, and HR systems providing executives with a single source of truth for the financial health and outlook for their busioness.
Using machine learning, the platform can predict the financial performance for the current financial year and beyond, with proven 96%+ accuracy.
Available on Desktop, iOS & Android.
