Revenue lives in the CRM; the plan lives in Pigment. Getting one into the other usually means an export, a reshape, and a careful manual load. This quick demo does it with the AI Copilot instead.
What the demo covers
- Connecting to HubSpot and to Pigment.
- Mapping CRM fields to the planning model.
- Loading the data in minutes, with no custom code.
For the planning side of this, see the financial planning solution page; for the revenue side, the sales operations solution page.