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features
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support

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Description

With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.

Description

Smart Demand Planner™, a consensus-based demand planning and statistical forecasting tool, is available on Smart's Inventory Planning and Optimization platform, Smart IP&O. Smart Demand Planner, powered the SmartForecasts®, Engine, combines strategic business forecasting at all levels of your product hierarchy with granular forecasts for the item mix to improve forecast accuracy. It provides a solid, objective foundation for your sales- and operations planning (S&OP). Smart Demand Planner's collaborative workbench allows for forecast overrides to apply, import, review, and be approved by authorized users who are responsible for the consensus plan. Forecast accuracy can be measured to ensure the best forecast is delivered to the business at both aggregate and item mix levels. This results in more efficient sales planning, budgeting and production scheduling, as well as ordering and inventory planning.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Epicor Kinetic
Infor CRM
Infor CloudSuite Business
JD Edwards EnterpriseOne
Microsoft Dynamics 365
NetSuite
NetSuite CRM
Oracle APEX
Oracle BPM Suite
Oracle Business Intelligence (OBIEE)
Oracle CPQ
Oracle PeopleSoft
SAP Access Control
SAP Analytics Cloud
SAP BPC
Sage 300
Sage X3
Salesforce
Smart Inventory Planning & Optimization

Integrations

Epicor Kinetic
Infor CRM
Infor CloudSuite Business
JD Edwards EnterpriseOne
Microsoft Dynamics 365
NetSuite
NetSuite CRM
Oracle APEX
Oracle BPM Suite
Oracle Business Intelligence (OBIEE)
Oracle CPQ
Oracle PeopleSoft
SAP Access Control
SAP Analytics Cloud
SAP BPC
Sage 300
Sage X3
Salesforce
Smart Inventory Planning & Optimization

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

Plan2Win Software

Founded

2007

Country

United States

Website

www.plan2winsoftware.com

Vendor Details

Company Name

Smart Software

Founded

1981

Country

United States

Website

smartcorp.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

Demand Planning

Capacity Planning
Data Visualization
Historical Reporting
Inventory Optimization
Planned vs Actual Tracking
Product Introduction Planning
Promotions Management
Replenishment Management
Sales Forecasting
Supply Forecasting

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