PlaceCPM is a corporate performance management solution that syncs with your accounting system and utilizes your existing Salesforce configuration, workflows and data to produce accurate financial forecasts, cash projections and so much more.
Take the worry out of forecasting. Ditch the time-consuming spreadsheets and inaccurate data.
Forecast, model and budget while quickly assessing outputs like cash projections, forecast variance and more – all from a familiar viewpoint.
In sync with your accounting system, down to the transaction, providing exact cash balances and granular forecast control.
Consolidate reporting and forecasting for all business entities at multiple levels and supports 100+ currencies.
Utilizing the wealth of financial, operational and sales data now at your fingertips, PlaceCPM enables real-time reporting and in-depth visualization of the key business processes you value most.
Manage crucial KPIs with drag-and-drop reports and customizable dashboards, or get started with pre-built options.
Grow with confidence as you gather insights from trends, variance analysis and learned patterns.
Break down the data silos that inhibit growth. Unify sales, operations, and finance teams with PlaceCPM.
Align corporate objectives with operational plans and business processes.
Communication is enabled directly within the elements and workflows of PlaceCPM for quick, clear team collaboration.
Exclusive portal environments for investors and board members who require a secure avenue to catered reports and dashboards.
Break down data silos and leverage all of your sales, operational, and financial data in your current Salesforce environment.
Pre-built integrations with Xero and Quickbooks provide granular transaction-level details that are critical to producing accurate cash and financial forecasts.
Utilize existing Salesforce workflows, configuration and data to maximize forecasting accuracy and insights. PlaceCPM is the only all-in-one corporate performance management solution natively built on the Salesforce Platform.
CPM, or Corporate Performance Management, is software that provides companies the ability to measure their performance, monitor business activities and manage future plans.
An effective CPM, like PlaceCPM, aligns the business around key objectives, breaking down data and communication silos in favor of automated and intuitive workflows that provide companies the tools they need to accurately forecast and grow with confidence.