Drive visibility on the execution side of sales and marketing

Gain a deeper understanding of your customers with CRM integration that creates complete transparency

Use the Board Agentic Planning Platform to connect CRM and enterprise data with sales planning and forecasting. Board creates trusted business context across customer behavior, pipeline history, and sales performance so teams can improve forecasts, adapt commercial plans, and make confident, aligned, and faster decisions.

Easily integrate CRM data into the Sales Performance Management process

Take advantage of CRM integration to increase visibility of the lead journey, customer behavior, and customer sales history.

Save a historical version of your data to conduct in-depth analysis on the evolution of your pipeline, forecasts, and commit across different time periods. Use those historical perspectives to benchmark past forecasts with achieved results, improving future predictions and offering full transparency on the quality of your predictions

Take advantage of Board’s integration with operational CRM and SFA systems to acknowledge marketing and sales funnel information and retrieve detailed data relative to marketing and sales qualified leads

Exploit integration with CRM analytics to collect all stored information relative to customers in terms of personal attributes, business attributes, needs, preferences, and behavior, enhancing sales performance management effectiveness

Integration with SFA systems highlights the sales history for each customer, fostering sales planning efficacy

Bring together data from disparate systems — such as ERP, Supply Chain, HR, or other legacy applications — to build a unified view of your customers and increase the efficiency of your sales process

Don’t limit your CRM integration to data: use Board’s native mash-up and drill-through capability to seamlessly navigate from sales analysis and planning insight down to CRM objects (Accounts, Leads, Opps), easily moving from a high level sales perspective down to the lowest operational detail

Now we have the financial figures to support our business, the KPIs presented to management, and project managers can drill down to costs at invoice level. It's a huge improvement.

Robin Wittmeyer

Project Manager
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