Product: CRM & Integration

Drive a complete forecast within Salesforce CRM

The Right90 Connector™ for Salesforce CRM integrates Salesforce CRM and Right90 to improve forecasting efficiency for sales reps. Users can enter, review, and analyze forecast data from a tab integrated within the Salesforce CRM user interface. Additionally, the connector automatically imports account, opportunity, product, and other master data into Right90 so that it is available for forecasting purposes. Finally, customers can leverage this out of the box integration to ensure that forecasts in Right90 are automatically updating the price and quantity values in Salesforce CRM so they can be accurately reflected in Salesforce reports.

 
 
Key Benefits
 
Features
 
 
  • Integrated forecasting with opportunity, account, and contact management in Salesforce CRM
  • Easier to forecast so sales spends less time forecasting more time selling
  • Drive CRM adoption by integrating a key sales process within Salesforce CRM.
 
Out-of-the-box integration with Salesforce CRM
  • Forecasting UI embedded within Salesforce CRM
  • Single-sign-on integration with Salesforce CRM
  • Import opportunity, account, product and region master data from Salesforce
  • Import custom Salesforce objects and data for review in Right90 forecast roll-ups and views
  • Automatically update forecast quantity and price values in Salesforce.
 

Drive a complete forecast within Oracle CRM On Demand

The Right90 Connector™ for Oracle CRM On Demand integrates Oracle CRM On Demand and Right90 to improve forecasting efficiency for sales reps. First, the opportunity forecast in Oracle CRM On Demand is automatically made available in Right90 for roll-up, judgment, and analysis. Users can enter, review, and analyze forecast data from a tab integrated within the Oracle CRM On Demand user interface. Additionally, the connector automatically imports account, opportunity, product, and other master data into Right90 so that it is available for forecasting purposes. Finally, customers can leverage this out of the box integration to ensure that forecasts in Right90 are automatically updating the price and quantity values in Oracle CRM On Demand so they can be accurately reflected in Oracle CRM On Demand reports.rts.

 
 
Key Benefits
 
Features
 
 
  • Integrated forecasting with opportunity, account, and contact management in Salesforce CRM
  • Easier to forecast so sales spends less time forecasting more time selling
  • Drive CRM adoption by integrating a key sales process within Salesforce CRM.
 
Out-of-the-box integration with Oracle CRM On Demand
  • Forecasting UI embedded within Oracle CRM On Demand
  • Single-sign-on integration with Oracle CRM On Demand
  • Import opportunity, account, product and region master data from Oracle CRM On Demand
  • Import custom Oracle CRM On Demand objects and data for review in Right90 forecast roll-ups and views
  • Automatically update forecast quantity and price values in Oracle CRM On Demand.
 

Integrate external data with Right90 forecasts

Integrating external data with the sales forecast is essential for driving a more efficient forecasting process, ensuring a more accurate forecast, and driving process efficiencies in financial planning and demand planning processes. For example:

  • Import order history or shipment data that sales reps can use as reference information when forecasting — so they don't have to rely on multiple systems to cobble together that information manually
  • Integrate forecasting with the quoting and configuration processes — for instance, automatically generating a forecast from a quote — so as to eliminate the need for a rep to manually input the forecast after generating a quote (and potentially introducing manual errors)
  • Make the latest version of the sales forecast available to financial planning and demand planning systems in a timely and error-free manner so as to optimize those downstream processes.

Right90 provides several options for companies to integrate external data with their Right90 sales forecast.

 
Option
 
What is it?
 
Datasheets
 
 

Right90 Integration Foundation™

 

Based on the proven Integration platform from Cast Iron, Right90 Integration Foundation enables business analysts and administrators to setup, deploy, and manage custom data integrations with Right90 and other systems. For those who want to import Order data from SAP ERP or Oracle ERP, we provide two pre-built connectors that customers can use to quickly integrate with those systems.

 
  • Right90 Integration Foundation
  • Shipment Connector for SAP
  • Shipment Connector for Oracle
 
 

Right90 APIs™

 

Right90 APIs provide a flexible web-services-based solution for companies that need to integrate with external data. Companies can use the APIs to custom code their own integrations to drive efficiencies described above. The Right90 Sandbox™ is included for companies who purchase the APIs.

 
  • Right90 APIs
  • Right90 Sandbox