bluplanet OS: Salesforce Add-on (ATS + Finance + Prof. Services)
The bluplanet OS extends your Salesforce Sales or Service Cloud Enterprise Edition with many useful internal company processes such as the management of all tasks of the HR, Resource Planning and Finance departments. These relevant additional modules are pre-programmed and the seamless integration to Salesforce provides the necessary overview and optimization of all your company processes.
Tax included. | Annual billing. Price per user per Month 90,00 EUR.
bluplanet OS: Salesforce Add-on (ATS + Finance + Prof. Services)
- Create and approve job profiles in Salesforce
- Public job board on your website
- Candidate profiles with interview flow
- Generate employment contracts as PDF and send them One-Click via DocuSign
- Hiring pipeline and calendar for start date of new employees
- Personnel file with all relevant contracts, salary overview
Finance, Sales Operations & Controlling
- Create NDAs, offers, invoices, and reminders dynamically as PDFs and send them via -DocuSign
- Create incoming/outgoing invoices
- Allocation to accounts, opportunities, campaigns possible
- Account assignment according to chart of accounts, accrual and deferral
- Real-time BWA, Ops list, cash flow planning
- Enter bank postings and assign invoices
- Collaboration on documents with tax consultant via chatter
Professional Services Processes
- Schedule internal/external employees on opportunities & projects into the future for workload optimization
- Billable/Unbillable/Pre Sales time tracking opportunity related
- Vacation/sickness/VTO requests and approval process
- Weekly target/actual performance comparison
- Hourly billing
- V2MOM module for employees
- Margin/profitability view per opportunity & customer
I don't need all the functions of a feature. Is it possible to select only single components?
How does the data import from our previous system work?
Can other programs be integrated in to Salesforce?
I need more user licenses and more functions. Can I make adjustments during the contract period of a package?
Comparison Chart
ATS + Finance + PSO
ATS + Finance + PSO
Highlights
Applicant Management & Employee Success
Professional Service Operations
Finance & Controlling
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