Prescriptive processes
Salesforce often requires you to adopt very specific processes to forecast anything beyond pipeline.
Maximize your investment in Salesforce
revVana unlocks more value from Salesforce without overhauling your existing forecasting processes.
More flexibility
More granular data
More time for business objectives
Salesforce is great for forecasting when your open pipeline will close. But what about forecasting real revenue?
Limited calculations
Salesforce process limitations can hold you back from configuring your forecasting models and calculations.
The result?
Teams pull their data out of Salesforce to forecast revenue in spreadsheets
Spreadsheet X
Spreadsheet Y
Spreadsheet Z
Salesforce + revVana = Revenue Forecasting Automation
revVana empowers you to customize forecasts, rules, and formulas directly in Salesforce and eliminate your offline processes once and for all. The best part? revVana doesn’t change your sales reps’ day-to-day. It automates it.
Enhance what’s working
Maintain and enhance your preferred processes without rebuilding or creating more work for your team.
Fix the processes that don’t
revVana can fix and automate broken or disconnected processes directly in Salesforce. If you need it, we’ll get it working.
Any instance. Any process. Any use case.
revVana has helped us significantly improve our forecasting process. Not only have our Sales team seen less time spent in updating manual/clunkly SF plans, but the translation of billings to revenue has been a huge step forward. Now our FP&A team can consume updated pipeline data ad hoc and speed the forecasting.
Kevin O’Connor
More reasons to forecast with Salesforce + revVana
State-of-the-art data protection
As a native app, revVana leverages Salesforce’s robust infrastructure to keep sensitive revenue data secure.
Fast and flexible configuration
Accelerate speed to value with rapid configuration in Salesforce – no custom development required.
Ideal for any industry
revVana is available to any Salesforce customer through the AppExchange, with unique benefits for manufacturing, medical devices, life sciences, and consumption-based revenue.
Works with what you have
revVana is fully compatible with Sales Cloud, Revenue Cloud, CRM Analytics, and any Salesforce platform customizations.
Seamless integrations
Easily pull data from external systems like ERP or transactional systems. Analyze data natively in CRM Analytics or export it to third-party BI tools.
Reporting and analytics
Set rules for how and when to cast and recast revenue forecasts based on sales stages or actual revenue from your ERP system.
Easy to use
Forecast within the familiar and intuitive Salesforce interface. revVana is 100% native, so you never have to switch between tools.
Future proof
When Salesforce updates, revVana updates. You’ll always benefit from the latest software releases without disruption.
