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Average Ratings 0 Ratings

Total
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

Plan-IT™ is a sophisticated planning management system developed by ATSER, which streamlines the planning stage of engineering and construction projects. This innovative, technology-driven system has been effectively utilized for planning initiatives ranging from small-scale projects to those with budgets in the billions. Plan-IT™ offers extensive customization options to align with your specific workflow and functional needs. The software ensures that all forms and reports can be tailored to match your existing documentation seamlessly. Additionally, Plan-IT™ consolidates all project information into a centralized, easily accessible repository that remains up-to-date. As a fully web-based application, it eliminates the need for any downloads on the client side, enhancing user convenience. It includes features for customizable account management, code tracking, funding source logs, and fund reallocation. Users can easily manage project logs, budgets, forecasts, and import estimates, making it a comprehensive tool for efficient project management. With its robust capabilities, Plan-IT™ empowers teams to work more effectively and make informed decisions throughout the project lifecycle.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

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

ATSER

Founded

1993

Country

United States

Website

www.atser.com/plan-it/

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

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

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