A Firm Grip on All Your Data!

As your business grows, corporate performance management with Excel can trip you up. 

Gathering data takes too long, manual tasks give rise to errors, and important tools such as simulations or scenarios are almost impossible to implement. We'll show you just how quick and easy it is, for instance, to enter and process your leads and sales opportunities in SmartWe, and how users can get a clear overview of all information, and even plan future sales data, in Corporate Planner. These data can then be included in a company-wide, integrated financial plan. This ensures a consistent data flow from the lead right through to the group consolidation.

Make SmartWe and Corporate Planner your springboard!

With the integration of Corporate Planner and SmartWe, you will have an end-to-end solution that perfectly combines a state-of-the-art CRM system with a compre-hensive solution for planning, reporting and analysis. This forms a single point of truth on the web or installed on your company premises for all users – without the need for any of those tedious manual file transfers. We'll be delighted to prove this to you personally.

Your Advantages

• Leads and opportunities are always up to date and readily available in SmartWe. With SmartWe, your field service can simply enter or analyze the latest sales figures in a web browser or a mobile app.
• In Corporate Planner, opportunities that have been closed but may not have yet been posted are counted as turnover.
• Corporate Planner also accepts the future opportunities that are still open. This means you can analyze your actual and budgeted sales data on the web on a daily basis and plan sales that have not yet been reflected in opportuni-ties as well as future sales with your customers.
• These actual and budgeted figures can then be included in an integrated fi-nancial plan for the entire company or even in a group consolidation, if you wish.