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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Account planning tools are essential for examining customer and market data to create effective strategies aimed at increasing client revenue. You can download a complimentary account planning template to get started. If you're seeking an efficient and dependable method to craft plans for your strategic account clients, consider utilizing ForecastEra’s comprehensive suite of account planning tools available through our Account Plan Navigator. These tools facilitate a strategic methodology for identifying optimal solutions for your key accounts, ensuring their retention as loyal customers. Enhance collaboration across various departments such as sales, finance, and operations, while automating the process of revenue forecasting. This allows you to focus on making informed decisions instead of spending time searching for necessary information, and also offers capabilities for real-time scenario planning and what-if analyses to better prepare for future uncertainties. By implementing these tools, businesses can streamline their account planning processes and drive overall growth effectively.

Description

Kiplot is a robust software solution for strategic and project portfolio management, aimed at consolidating strategy, planning, execution, capacity, and financial oversight into a single platform, enabling organizations to transform their strategic objectives into quantifiable business results. By linking strategic aspirations, funding, and delivery in real time, Kiplot empowers leaders to swiftly adjust priorities and distribute resources dynamically instead of depending on fixed annual planning processes. Additionally, it seamlessly integrates with various tools such as Jira, Azure DevOps, and ERP systems, ensuring a unified source of truth across both delivery and financial domains. The software offers enhanced portfolio planning features, which include OKR alignment, enterprise roadmaps, capacity and demand planning, risk and dependency management, Pareto-informed prioritization, and scenario modeling for predicting value and benefits aligned with an organization's roadmap. Furthermore, Kiplot’s customizable dashboards and real-time analytics provide leaders with clear insights into organizational performance and resource utilization, fostering informed decision-making. As a result, companies can maintain agility while navigating complex project landscapes and effectively achieving their strategic goals.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Azure DevOps
Google Tag Manager
Jira
Microsoft 365
Microsoft Project
Microsoft Teams
Oracle Database
SAP 3D Visual Enterprise Generator
Salesforce

Integrations

Azure DevOps
Google Tag Manager
Jira
Microsoft 365
Microsoft Project
Microsoft Teams
Oracle Database
SAP 3D Visual Enterprise Generator
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ForecastEra

Founded

2014

Country

United States

Website

forecastera.com

Vendor Details

Company Name

Kiplot

Founded

2015

Country

United Kingdom

Website

www.kiplot.com

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Product Features

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

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