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.

Sale price€360,00

Tax excluded. | Annual billing. Price per user per Month 30,00 EUR.


Edition
Term Duration

bluplanet OS: Salesforce Add-on (ATS + Finance + Prof. Services)

ATS Applicant Tracking System
  • 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

Comparison Chart

Selectionbluplanet OS: Salesforce Add-on (ATS + Finance + Prof. Services)
Selectionbluplanet OS: Salesforce Add-on (ATS + Finance + Prof. Services)
Hiring pipeline and job profile management
PDF generator and One-Click DocuSign connection
Personnel file with all relevant contracts, salary overview
Create NDAs, offers, invoices, reminders dynamically as PDF and send them via DocuSign

Highlights

Applicant Management & Employee Success

Our HR module (ATS - Applicant Tracking System) helps you keep track of all current applications and easily integrate them from social media into your talent pipeline. Organizational charts, V2MOMs and salary overviews of your employees can also be displayed.

Professional Service Operations

With our PSO feature, you control your deployment and resource planning, working time recording and vacation planning for all project employees - for optimum utilization and a real-time overview of the success and profitability of your project.

Finance & Controlling

Always stay up to date with your finances! A clear representation of your income and your expenses helps you to act with foresight. Automated document generation and our digital signature tool shorten decision-making paths and make teams more agile in no time.

Contact

Do you have any questions?

Your personal contact will be happy to help you.
Alexander Rühlemann

Alexander Rühlemann

Account Executive

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