Powerful, Accurate Forecasting — Without Spreadsheets
Take the headache out of forecasting. AppBuddy gives you the flexible workspace you need to create and manage complex forecasts from a single screen in Salesforce.
The Old Way
Forecasts end up being inaccurate, time-consuming, and business insights suffer.
The AppBuddy Way
Forecasting is kept inside Salesforce, and revenue predictions are more accurate.
Sales Reps & Managers
Never Get Asked to Update a Spreadsheet Again
Update your forecast directly in the CRM, so your leaders have the most up-to-date numbers whenever they need them. Enter the close date, amount, probability and more for all your deals in one screen.
Build Highly Accurate Forecasts, Directly in CRM
Create a flexible forecasting workspace directly in your CRM that gives you visibility into every deal included in the roll-up. See totals for all of your reps in one screen, by week, month, or quarter. Make edits and overrides in the same screen. Eliminate double-entry from multiple, manual reports.
OPS & IT
Implement Powerful Forecasting Solutions Without Spreadsheets or Code
Easily and quickly configure an AppBuddy grid for any Salesforce process — no matter how complex. Our grids support custom and unrelated objects, making it easy to work with your existing data structure.
AppBuddy — A Better Way to Manage Your Forecast
Spend less time in your CRM, and more time selling.
Eliminate spreadsheets and endless customization.
Configure, adapt, and scale grids for any custom process, team, or user.
Keep your data securely where it lives — in your CRM!.
VP Sr. Salesforce Admin at JLL.
Digital Marketing Manager at Intelsat.
Project Manager at Epsilon
Spreadsheet-Like Features, Inside Salesforce
Let us show you how AppBuddy can increase your team's productivity and your company's bottom line.