Alternatives to Plan2Win

DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts: Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators. Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place. Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com

Upland Altify specializes in enhancing revenue for businesses by optimizing every interaction with customers, ultimately driving growth. Their approach, known as Customer Revenue Optimization (CRO), empowers sales teams to secure pivotal opportunities, expand revenue within important accounts, and refine sales execution through better alignment within the broader revenue team. Altify’s CRO applications, built seamlessly on the Salesforce platform, are utilized by countless sales professionals, leaders, and executives to enable ongoing customer revenue optimization and sales achievements. The ALTIFY SALES PROCESS MANAGER offers a structured and tested sales framework that enhances sellers' chances of achieving successful outcomes for both parties involved. This tool is tailored to fit specific business needs and is based on effective industry templates, presenting a visual guide to the sales process while providing access to essential content and resources that assist sales personnel in advancing opportunities throughout the sales pipeline. Additionally, by utilizing these tools, organizations can foster a culture of continuous improvement in their sales strategies, leading to increased competitiveness in the market.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.

Enhance your Key Account Management and sales processes seamlessly within Salesforce using Strategy Mapper. Don't leave your success to chance; ensure your teams adhere to the defined sales methodology right within Salesforce! Effectively manage your vital accounts to boost revenue and achieve success, all within the Salesforce environment. Integrate your sales process into each opportunity plan for uniformity in all selling scenarios. Provide tailored sales coaching specific to your products and solutions to sustain your competitive edge. Strategically plan, schedule, and execute all essential meetings using Salesforce. Capture “Actionable Intelligence” to help you stay ahead of the competition. Create detailed, dynamic org charts to understand your position with each stakeholder in every account and opportunity. Visually and dynamically represent your customer’s organization, highlighting the roles and perspectives of key individuals. Additionally, document and communicate the competitive landscape, including their strengths and weaknesses, through SWOT analysis to further inform your strategy. By leveraging these tools, you can ensure that your sales efforts are consistently aligned with your overarching business goals.

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.

Collaborate seamlessly in real-time within Salesforce. Transform your sales and service approaches with best practice templates, integrated teamwork features, and immediate notifications. Working together has never been simpler, regardless of your location. Sales teams can effectively sell and finalize more transactions from any setting, while service teams are equipped to enhance customer support and swiftly address issues from wherever they are. Whether in an office, traveling, or seated at the dining table, you can easily share and engage in discussions about activities directly within Salesforce. Consolidate all your information, workflows, and discussions within Sales Cloud to avoid disorganization across emails, messaging platforms, and various documents. Create an environment in Salesforce where your teams can collaborate on strategies, review records, and evaluate reports. Each time you log into Salesforce, you’ll have immediate access to integrated documents and spreadsheets related to your data. Leverage templates to streamline essential business processes, such as account strategies and closure plans, ensuring your teams align effectively to meet customer needs. This collaborative approach not only enhances productivity but also fosters a stronger connection among team members, ultimately leading to improved outcomes.

Reintroduce meaningful relationships into your CRM with the top Key Account, Opportunity, and Content Management Suite designed specifically for Salesforce-focused organizations. Experience a remarkable 100% boost in both team collaboration and user engagement, allowing sales teams to formulate 5-10 new comprehensive account plans weekly. Initiate our app implementations and begin the onboarding journey within just a week, while significantly reducing the time allocated to account plan presentations by an impressive 80%. You've already invested in Salesforce, so empower your salesforce to maximize its potential. Transform the platform into a comprehensive strategic sales solution that B2B sales, operations, and support teams will eagerly embrace, utilizing the only all-encompassing Salesforce modernizer available. Gain insights into critical deal progression to proactively manage at-risk deals and pinpoint essential objectives while crafting actionable plans for swift victories. Additionally, uncover whitespace analysis and growth prospects within your key accounts. Prolifiq CRUSH: The ultimate tool for proactive account planning within Salesforce, serving as your reliable source of truth while closing deals. This innovative solution not only streamlines your processes but also enhances overall sales effectiveness.

The Holden Adaptive PlatformTM fosters successful sales practices by utilizing behavioral metrics that facilitate transformation and enhance value for each salesperson. A thorough understanding of accounts enables your team to identify opportunities for growth and boost revenue potential. Our cloud-based Account Planning Tool offers a comprehensive overview of current relationship status, identifies existing gaps, and outlines strategies for driving growth. This innovative software allows sellers to set clear financial objectives for specific accounts. In instances where goals may be unclear or vague, the tool aids in clarifying these by evaluating historical performance, current financial targets, potential gains, and market competition. Experience the transformative power of our proven methods through interactive online deal simulations that can be accessed from your desktop or tablet, allowing for a practical application of these strategies in real-time. With the Holden Adaptive PlatformTM, your team can cultivate effective sales habits that lead to lasting success.

Sales acceleration tools are essential for enhancing your revenue growth and client retention by equipping you with the necessary resources to effectively manage accounts and streamline your processes. Delaying action can lead to the establishment of opposing factions among various stakeholders, making it crucial to act swiftly to improve your chances of successful closures. These tools enable better control over deals through sophisticated account planning and management of opportunities. You gain clarity on the subsequent steps to take, the individuals involved, and the essential activities required to move forward. To optimize sales, it's vital to ensure that your transactions are finalized as efficiently as possible. As a leader in sales, your primary objective is to boost revenue generation, which involves empowering your teams to develop more leads, enhance their success rates, and reduce the duration of sales cycles. When stakeholders begin to engage, collaborating with your teammates on strategic messaging and positioning becomes imperative to maintain momentum and capitalize on emerging opportunities. Ultimately, the effectiveness of your approach in navigating these dynamics can significantly influence your overall sales performance.

Discover India's leading automated invoicing platform and field sales application, enabling you to manage routewise orders and collect payments effortlessly via your smartphone. Experience real-time visibility into your sales performance, including orders, GST invoices, purchases, and payment statuses. Monitor your sales team's activities, invoicing, and payment processing in real-time, while also facilitating order placements and payment collections directly from the field. Develop tailored sales strategies for your team and meticulously track their sales efforts. The mobile app allows you to oversee payables and receivables, simplifying the management of collected payments. Additionally, obtain a detailed outlet-wise summary of outstanding payments for comprehensive analysis. Streamline the creation of sales and purchase invoices, making GST return submissions more efficient. Access insightful accounting reports that provide a comprehensive overview of your business, aiding in strategic decision-making for future growth. Customize the application to align with your specific preferences, adjust permissions for your sales representatives, and set default transaction states according to your operational requirements. With these features, you can enhance your business’s efficiency and drive success.

Promomash stands out as the most comprehensive solution for managing retail sales and marketing in the industry. We empower emerging brands to streamline their retail channel marketing strategies, enabling them to boost sales through a robust collection of tools designed for effective planning, execution, and analysis of account management activities. Our approach combines innovative software with dedicated services that enhance your retail marketing efforts significantly. With our user-friendly software, you can effortlessly manage staffing, training, planning, scheduling, executing, reporting, and accounting tasks. Additionally, our exceptional client success team works diligently to transform your field events and activations from disarray to order. Establishing a thriving brand presence in retail stores starts with meticulously organizing all the essential components, including logistics, processes, and the personnel responsible for execution. A lack of control over any of these aspects can jeopardize your success right from the outset. While many claim to value your success, we genuinely embody this commitment. Ensuring our clients achieve their goals is the fundamental principle that drives every aspect of our operations. Ultimately, we believe that success is a journey best traveled together, with our expert guidance and support at every step.

Introducing the groundbreaking Salesforce native platform that offers immediate visibility into revenue, enabling you to finalize more transactions, expand your current client base, and enhance the precision of your forecasts. With Next Quarter, every potential growth opportunity is seized, ensuring that no profits are overlooked. Utilize artificial intelligence to discover fresh prospects among your current clientele. Our revenue intelligence engine harnesses both sales and conversational data to generate predictive insights, empowering you to surpass your targets and forecast with assurance. By integrating sales and operational information, you establish a unified source of truth for revenue intelligence, ultimately driving profitability through accurate real-time forecasting. This innovative approach not only maximizes efficiency but also positions your business for sustained success in a competitive market.

Through comprehensive yet user-friendly account evaluations conducted directly within Salesforce, this tool guarantees a distinctive view of performance across all critical accounts, providing strategic account managers with an optimal setting to navigate the intricate path of long-term account growth. The distinctive advantages of ARPEDIO Account Management include its seamless integration with Salesforce, the ability to monitor key account health scores while facilitating comparisons among accounts, and immediate provision of actionable steps when assessments identify any deficiencies. Additionally, the platform is customizable to accommodate various terminologies and methodologies, ensuring it meets diverse user needs. Furthermore, this tool is part of our broader Account-Based Selling Platform, which also encompasses functionalities for Relationship Mapping, White Space Analysis, and Opportunity Planning, enhancing overall account management strategies.

Enhance your forecasting precision, boost win rates, and minimize turnover among sales personnel. The ultimate solution for your sales team integrates CRM, benchmarking, analytics, competitive SWOT analysis, sales strategies, action plans, and much more! You can effectively assess your opportunities and contacts through a straightforward scoring mechanism. This will allow you to swiftly evaluate the progress of your opportunities, the buying committee, the utilization of your sales team, and your win/loss ratio. Additionally, you can easily apply and keep track of the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By answering a series of targeted questions about the current opportunity, an appropriate strategy will be unveiled along with coaching insights. You can also compile a comprehensive list of actions to undertake with your prospects and secure their agreement on the steps necessary to finalize the deal. This proven methodology not only helps to unstick deals but also uncovers the interest level of your prospects, ultimately leading to more successful outcomes. With these tools at your disposal, your sales organization can achieve a more streamlined and effective approach to closing deals.

Enhance your revenue potential by utilizing Oracle’s sophisticated tools for incentive compensation, quota management, and territory management. Oracle empowers both sales managers and operations teams to elevate their planning and performance through interconnected data and insightful analysis. By leveraging Oracle’s predictive and intelligent planning solutions, you can enhance sales execution and streamline operational efficiency from quota planning to sales forecasting. Utilize AI-driven predictive planning capabilities to optimize your market coverage and intelligently devise territory and quota strategies. Gain a comprehensive understanding of your plans and models through multidimensional, drillable what-if analyses based on territory, product, account, channels, seasonality, and additional factors. Equip your sales operations teams with the robust capabilities of an enterprise planning platform that integrates seamlessly with a familiar Excel interface. With real-time data at your fingertips, you can formulate and implement realistic quotas, territories, and compensation strategies that are operational from day one, ensuring your sales efforts are always aligned with market dynamics. This approach not only increases efficiency but also enhances strategic decision-making across your organization.

SAP SuccessFactors Territory and Quota is a cloud-based solution designed to enhance the efficiency of sales planning processes. By aligning quotas and territories with the market's potential, organizations can significantly amplify their team's efforts, increase productivity, and drive successful business outcomes. The platform streamlines financial and sales planning, allowing businesses to optimize their sales territories, implement fair and equitable quotas, and ultimately maximize revenue generation. With a cloud deployment model, implementation is accelerated, enabling quicker access to its features. The solution also includes AI-driven territory planning and modeling for improved optimization. It facilitates ongoing sales forecasting and quota management to ensure continuous alignment with business goals. Furthermore, visualization and mapping tools provide real-time insights into sales performance. By leveraging AI territory planning that utilizes the strategic KPIs of your organization, you can expand your market potential and enhance critical business outcomes. Additionally, the approach of employing both top-down and bottom-up planning methods, with expected and best-case scenarios, helps to improve the precision of sales plans and boosts quota attainment effectively. This comprehensive strategy ultimately positions companies to navigate the complexities of the sales landscape with greater confidence and agility.

Kapta serves as a pivotal key account management tool designed to minimize customer turnover and foster sustainable growth. In challenging times, it is crucial to evolve from merely being a vendor to becoming an essential strategic ally. The software and methodologies provided by Kapta are tailored to help you achieve that transformation. With a well-established system, Kapta enables you to deepen your understanding of clients, respond promptly and effectively to their needs, and consistently showcase your value. By gaining comprehensive insights into your customers, you can formulate more accurate forecasts that benefit both parties. Additionally, you will be able to analyze the overall framework and culture within your client's organization, while also creating intricate profiles for each key contact. This allows you to grasp your customer’s goals and identify the elements that could either assist or obstruct their progress. Ultimately, Kapta empowers you to build stronger, more meaningful relationships with your clients, driving success for everyone involved.

Our team of seasoned professionals, combined with our innovative Pitchable Analytics solution, equips brands with the competitive advantage necessary to thrive in today's profit-focused retail landscape. Leverage Pitchable Analytics to gain mastery over your data, reveal actionable insights that translate into significant savings, and cut data-processing time by an impressive 90%. By enlisting the support of Rodeo's dedicated sales management team, your brand can achieve greater visibility on retail shelves and boost consumer engagement. Moreover, Rodeo's operations specialists will optimize your backend processes, ultimately conserving valuable resources. This includes pinpointing your addressable market, conducting thorough pricing and positioning analyses, identifying essential contacts, and establishing timelines. Develop a comprehensive sales strategy, tapping into distributor datasets, purchase orders, and point-of-sale data to uncover sales velocity whenever possible. Engage in monthly strategy updates and planning calls, along with making necessary pricing and promotional adjustments to enhance sales velocity. Additionally, expanding your market map will aid in increasing PDFs. Rodeo is transforming the landscape for healthier brands seeking growth in the retail sector, ensuring they thrive while adapting to the evolving market demands. As a result, your brand can forge ahead with confidence and clarity.

Enhance your sales performance using our cloud-based Sales Planning platform, which serves as an automation center that effectively integrates your go-to-market strategy with your overall business goals. Reduce expenses and increase efficiency through our intuitive, completely no-code modules. Accelerate the achievement of your sales objectives with our ready-to-use features, transforming plans into tangible outcomes faster than ever before. The sales planning process is made easier and quicker. Create fair sales territories that enhance revenue while ensuring equitable workloads and improved market reach, thereby positioning your sales teams for optimal success. Maintain ideal alignment among your organization, accounts, territories, and product hierarchies to ensure successful execution of your go-to-market strategies. Design sales territories that not only drive revenue but also promote fairness, and keep your sales teams engaged by establishing quotas that encourage achievement. Invest in this innovative approach to set your business on a path toward sustained growth and success.

Varicent offers a comprehensive range of solutions aimed at optimizing every facet of sales performance management, enabling your organization to enhance productivity and foster growth. Utilize Varicent's territory and quota planning tools to develop more intelligent territory strategies and assign quotas that yield better results. Achieving efficient pipeline management can be difficult when faced with a flawed sales funnel. With Varicent’s revenue operations solution, your business can enhance efficiency throughout the entire sales funnel, thereby boosting the volume, speed, and value of deals, refining forecasting, and achieving outstanding go-to-market outcomes. The Varicent lead to revenue system identifies critical operational gaps, such as lead response times and conversion rates from leads to pipeline, allowing you to seize overlooked opportunities, improve operational effectiveness, and elevate revenue generation. As the leading solution in sales performance management, Varicent ensures that sellers are compensated accurately and punctually, providing a seamless experience. By leveraging these tools, organizations can not only meet but exceed their sales targets, positioning themselves for sustained success in a competitive market.

Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.

Develop strategies and foster collaboration with adaptability in the face of ongoing change. Engage in intricate scenario planning down to the finest details, while simultaneously forecasting overarching trends and enabling teams to reach decisions more swiftly. Utilize real-time data and insights from all corners of your organization, ensuring that collaboration is built on precise and up-to-date information. Everyone should follow the same operational guidelines, maintaining alignment and working from a singular source of truth. Generate a diverse range of scenarios to enhance your continuous forecasts, which are automatically refreshed with pertinent and timely data, ensuring that your plans for the future are informed by the latest developments. Execute all of this in real-time, not over days or weeks, but within minutes. Prepare to initiate multiple actions concurrently. Align planning and performance seamlessly throughout your organization, from the executive level to the most distant locations. Transform workflows, mitigate delays, and swiftly turn obstacles into opportunities, all while maintaining a focus on efficiency and effectiveness. This dynamic approach will not only enhance decision-making but also foster a culture of responsiveness and innovation.

A sales performance management solution tailored for HubSpot users is here to enhance your sales strategy. By leveraging your historical HubSpot data, you can effectively plan your sales approach and set realistic targets. Optimize your sales capacity management with well-structured hiring timelines to ensure you meet your goals. Avoid unexpected challenges at the end of the quarter by employing various forecasting techniques. Implement what-if scenarios to strategically allocate resources for maximum efficiency. Extract valuable sales insights from HubSpot that can guide your decision-making process. With access to predefined planning templates and dynamic assessments of goal feasibility, you can streamline your strategy. Harness AI and predictive forecasting capabilities to achieve precise projections for future sales. Keep a close eye on essential sales performance metrics in real-time, enabling you to make informed adjustments swiftly. Identify performance gaps related to personnel, processes, and pipelines without the need for extensive report analysis. Evaluate your current sales capacity and automatically determine the additional resources required to meet your sales targets. Additionally, track the progression of your sales pipeline in real-time to quickly identify and address potential bottlenecks that could hinder your success.

REMIRA TIA A3 is designed to assist in sales and operations planning throughout all aspects of product management by providing accurate sales forecasts and planning capabilities. By incorporating the sales perspective into demand planning, TIA A3 enhances the potential for product sales success while streamlining the planning and procurement processes, particularly in fast-paced industries. This software lays the groundwork for comprehensive and resilient planning within your organization. Built on a collaborative sales and operations planning methodology, TIA A3 ensures that all relevant departments work together, leading to dependable planning outcomes. Intelligent algorithms within TIA A3 analyze and process all data, aiming to achieve an ideal equilibrium between supply and demand. By leveraging this software, you can effectively tap into available market opportunities and manage resources efficiently, allowing you to spot both high- and low-performing items in your portfolio early on and prevent stock shortages. Ultimately, TIA A3 not only optimizes planning but also empowers your business to respond swiftly to changing market dynamics.

Booking meetings becomes ineffective when you're targeting the wrong accounts; therefore, it's essential to allocate the appropriate accounts at the optimal time. To enhance sales efficiency, identify the gaps in your CRM and direct your sales representatives towards accounts with a higher likelihood of conversion, transitioning to dynamic account management. This shift from traditional static territories to a more versatile and resilient approach is where dynamic booking proves invaluable. Having extensive experience in the RevOps field, we understand the specific needs of high-performing sales teams, as we've been on the front lines ourselves. Discover how dynamic books serve as a viable alternative to conventional static territories by accessing our complimentary guide on dynamic book management. Our offerings include the assignment of both built-in and custom objects, adaptive round-robin allocation based on parameters such as weight, capacity, and availability, along with comprehensive logging, audit history, and reporting functionalities. Additionally, we provide premium onboarding and dedicated support to ensure smooth implementation of dynamic book management. Embrace this innovative approach to transform your sales strategy today.

Axtria SalesIQTM is the most popular sales planning and operations software for the global life science industry. It enables motivated sales teams to achieve greater commercial success. Axtria SalesIQTM empowers sales reps to make smart decisions and reach the right customers at a time that suits their needs. Simulating and what-if analysis allows you to seamlessly convert brand strategy into sales plans. You can launch any drug or medical device in any therapeutic area quickly and with total flexibility. Transform from product-centric to customer centric omnichannel interactions. Connect the dots between providers and territories, channels, incentives, and incentives. You can improve decision-making by leveraging trusted data from ingestion to insights.

Streamline intricate sales strategies, acquire immediate insights, and inspire sales teams to boost performance and foster business expansion. By cultivating a driven sales team, you can enhance both profits and overall performance. The management of strategic incentive compensation is essential for enhancing the efficiency of your sales teams by promoting lucrative behaviors that bolster revenue and advance business objectives. Utilizing the SAP SuccessFactors Incentive Management solution (previously known as SAP Commissions), you have the ability to create, model, and fine-tune versatile and intricate incentive compensation plans while also achieving real-time insights and energizing sales teams to reach their full potential. This innovative approach not only supports sales effectiveness but also aligns with broader company goals, ensuring sustainable growth.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

Our platform combines the advantages of a robust system with the adaptability of a spreadsheet, allowing for seamless integration of data across various departments. Modus offers a data architecture that is not only real-time and consistent but also scalable, enabling swift answers to your business inquiries. A cloud-based solution is essential for fostering collaboration and data integration among multiple teams within an organization. With features like change logs, snapshots, and alerts, you can stay informed about evolving forecasts without uncertainty. The aim is to develop a suite of applications that streamline, enhance, and coordinate the go-to-market strategies for consumer brands. Each action taken by a brand is interconnected, emphasizing the importance of holistic planning. To fulfill our mission, Modus has been crafted to cater to the diverse needs of every department, as singular point solutions lack the comprehensive impact required for success. By ensuring that the sales strategy influences the demand and trade plans, you maintain seamless operations. This includes meticulous sales planning at the retailer level, as well as managing new item introductions, promotional activities, product discontinuations, and sales costs. With this integrated approach, brands can navigate the complexities of market dynamics more effectively.

Xactly Plan empowers businesses to streamline their go-to-market strategies with its comprehensive preconfigured features that can be tailored to enhance coverage while ensuring efficiency, enabling the testing of potential modifications, and providing ongoing performance analysis to keep revenue generation on track. Meanwhile, Xactly’s Intelligent Revenue platform fosters consistent, profitable, and robust revenue streams by dismantling barriers among your go-to-market teams, thereby facilitating effective planning, performance management, and forecasting. This platform offers the flexibility to adjust personnel and territory assignments, ensuring clear visibility of quotas, incentives, and objectives within a unified framework, which effectively converts sales strategies into tangible revenue increases. By focusing your teams on the most promising opportunities, you can assist them in realizing their full earning capabilities while driving overall business success.

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.

Effortless sales and field service territory mapping for Dynamics 365, Power BI, and Excel is achievable with our top-rated solution on Microsoft AppSource. EasyTerritory stands out as the premier web-based mapping software specifically designed for managing sales territories, planning service capacity, and providing geospatial business intelligence integrated with Microsoft Dynamics 365, Excel, and Power BI. For those not utilizing Dynamics 365, EasyTerritory remains versatile, also supporting Excel, Power BI, and SQL Azure. This powerful tool is utilized across various sectors, including logistics, manufacturing, financial services, food and beverage distribution, franchising, pharmaceuticals, and biotechnology, among others. Our mission is to simplify the challenges associated with territory mapping and management. With EasyTerritory, sales managers gain the ability to create and adjust their sales representatives' territories seamlessly on an interactive map, enhancing operational efficiency and strategic planning. As a result, organizations can better optimize their resources and drive sales performance.

Make informed sales decisions based on data analysis of segmentation, optimize account mapping and territory planning, and concentrate on the most promising accounts with targeted sales strategies. Coro’s MoneyMap tool enables you to prioritize and focus on the most strategic accounts and prospects, ensuring that your sales resources are utilized effectively. By identifying significant opportunities and determining optimal resource allocation, you can stimulate growth at the frontline. Each account presents its own set of challenges and opportunities; therefore, a one-size-fits-all approach to targeting and engagement is not advisable across your entire pipeline. MoneyMap provides detailed insights into sales performance, potential spending, and buying likelihood, allowing you to devise intelligent go-to-market strategies that empower your sales teams. Frequently, account coverage tends to rely on historical customer data and previous engagements rather than evaluating the true potential of each account. Utilizing comprehensive data will guide you in effectively deploying resources and energizing your frontline teams, ultimately leading to better sales outcomes. This approach ensures that you are not only aware of past performances but are also equipped to seize future opportunities efficiently.

Cost centers have the ability to enter their data directly into a unified platform. Ensure that everyone is aligned by comparing actual results with forecasts and gathering insights on discrepancies as part of your analysis process. Regardless of whether you refer to last year’s figures or apply a zero-based approach, it is essential to establish precise revenue targets to unify the team. Utilize Finicast to model and project your financial statements effectively. Revenue can be forecasted using historical data along with a comprehensive range of relevant business dimensions. Assess sales performance across various segments, products, and verticals to enhance predictions for future bookings and requirements. Import historical data and incorporate algorithms to facilitate a uniform scoring and segmentation analysis. Optimize coverage and establish quotas that are linked to your sales forecasts. Encourage sales activities by designing plans tailored for teams, regions, and products. Additionally, anticipate pipeline activity by analyzing historical trends, current channels, budgets, and other vital business dimensions. This comprehensive approach ensures all aspects of the sales process are integrated, providing a clearer pathway to achieving strategic financial goals.

Contract manufacturing companies can utilize OPAL CRM to effectively monitor their field sales teams, allowing sales representatives to create detailed sales strategies, set targets, and enhance their incentive programs. This platform is versatile, supporting financial services firms—including those in banking, wealth management, capital markets, and insurance—by facilitating seamless collaboration among front-office, middle-office, and back-office operations to foster stronger client relationships. In the fiercely competitive real estate sector, efficiently managing sales pipelines and engaging leads is crucial for successful conversions. Additionally, corporate training, skill-based training, and educational institutions frequently struggle with lead pipeline management. OPAL CRM’s Lead Management Software addresses these challenges, enabling these institutions to better manage their leads and drive successful closures while maximizing their overall effectiveness.

The CRM tailored to fit the unique needs of your business. At the heart of every successful company lies its commercial sector, which deserves your utmost attention and focus. With MindQube Sales, you can easily track your operations through intuitive graphical interfaces, earning your trust with reliable performance. Plan your sales strategy and set key performance indicators to assess your outcomes, allowing you to make timely adjustments and prevent potential pitfalls in your forecasts. The simplicity of visualizing your business reality through graphics makes it easier than ever to analyze data and devise effective strategies aimed at reaching your goals. In an ever-changing business landscape, those who adapt quickly to new conditions will always have the upper hand, despite the abundance of available information. Embracing agile methodologies and leveraging insights can significantly enhance your marketing and supply chain efforts, ensuring your company thrives in a competitive marketplace.

Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, and intuitive modelling technology in a single, centralized platform, enabling users to produce and plan applications around the way their organization works. Kepion caters for businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. Kepion enables sales, finance, operations, marketing and HR departments to configure personalized planning apps designed specifically for how they work, with review planning and sales forecasting budgeting, plus workforce planning and project planning tools. Users can conduct 'what-if' scenarios, integrate Kepion with their source system for data to import automatically from their ERP, CRM or SCM system, and plan, monitor, and analyze by any facet or combination of facets of data on a single dashboard. Intuitive dashboards help users create and manage projects by giving quick access to key measurements for ongoing performance.

We empower small retail brands and manufacturers in Bharat to transition to the digital landscape with our completely FREE all-in-one business software. Receive real-time notifications when orders come in from your sales team or directly from stores, and manage these orders effortlessly from your mobile device. You can accept and oversee deliveries right through the app, and even delegate tasks to delivery personnel while generating automated van loading summaries. After an order is fulfilled, share professional GST invoices with buyers, either manually or automatically. Maintain centralized control over your product data and pricing strategies, allowing for varied pricing arrangements for different partners. Build a comprehensive directory of retailers, distributors, and wholesalers, complete with tailored profiles to assist in sales planning. Keep an eye on your product visibility and shelf presence, while remotely managing visual merchandising and brand signage to ensure effective retail execution. Equip your field teams with tools to gather competitor insights, market data, product feedback, and conduct surveys using custom forms tailored to your needs, enhancing overall operational efficiency. This comprehensive approach not only streamlines your processes but also strengthens your market position.

CentralStationCRM provides user-friendly and intelligent CRM software tailored for small to medium enterprises. Users can effortlessly view all customer and address information in one place, which encompasses emails, notes, tasks, and scheduled appointments. A variety of filtering options are available to effectively organize customer data for sales and marketing efforts. The platform offers a clear overview of all activities, complete with notification features, ensuring that team members remain informed. Tools for sales planning, reminders, and task management promote effective oversight. The straightforward functions and intuitive interface significantly minimize the time required for training. We have streamlined the experience by removing complex processes and features that are primarily beneficial for large corporations. This browser-based solution is accessible on any device with internet connectivity, including mobile phones, and requires no installation. Additionally, users can easily filter their contacts with a single click by utilizing custom categories that they create themselves. This versatility makes CentralStationCRM an ideal choice for businesses looking to enhance their customer relationship management efficiently.

Our system is crafted to embed strategic methodologies into everyday activities, ensuring that your Playbooks remain active and do not gather dust either physically or digitally. After 15 years of extensive research into effective practices in Product Management, Marketing, and Sales, Demand Metric has developed an unparalleled repository consisting of over 1,000 Playbooks, Toolkits, Templates, Training Courses, Reports, and How-To Guides, all aimed at assisting our vast community of more than 200,000 members and over 8,000 customers worldwide. Beyond merely serving as a project management tool, a GrowthOS functions as a "Command Center" that empowers you to oversee your department while delivering comprehensive insights into all your strategic projects and initiatives, ultimately fostering greater collaboration and efficiency in achieving your goals.

Your company's future will be brightened with color. Real-time business strategy. You can get started quickly with a pre-built toolbox. Instantaneous native data connectors. Imagine scenarios on steroids that allow you to focus on strategic decision making. Powerful capabilities allow for easy modeling of any planning or forecasting application. Insightful reporting in real time. Models and dashboards that are shared. The platform allows for discussion and decision-making. The platform offers a pleasant interface for all team members at all levels. Easy tracking of data edits. Secure data connectors. Enterprise-grade data governance. By design, end-to-end traceability is possible and clearances are provided. Scale your business in the right way. Make numbers a common language everyone can understand. With confidence, you can anticipate the future. Real-time visualization, understanding and execution.

Fullcast empowers Go-to-Market teams to deliver superior outcomes through proprietary solutions powered by AI. Our software and strategic solutions help thousands of go-to-market professionals optimize operations, proactively engage with their customers, and inform go-to-market decisions. Go-to-market teams struggle to align and execute on their plans. We make it easy. Working with go-to-market data can be incredibly difficult. Fullcast opens a world of opportunity for marketing, sales, strategy, operations and customer success teams by creating a foundation of accurate data and real-time insights. With our unique expertise in go-to-market planning and execution, we help B2B companies everywhere realize their full potential.

Acquire extensive information on restaurants and their menus to enhance sales intelligence, gain insights into menu offerings, and conduct thorough market analysis. This valuable data is utilized by our clients for strategic sales planning and market intelligence, and our customer base comprises food manufacturers and distributors, chain restaurants, as well as market research and consulting organizations. By leveraging these insights, businesses can make informed decisions that drive success in a competitive landscape.

QVANTUM is a sophisticated cloud-based operational planning solution designed to help organizations enhance their financial, workforce, and sales planning efforts. It provides seamless integration with current ERP, BI, and HR systems, fostering effective collaboration among various departments on a centralized platform. Equipped with robust tools for predictive forecasting, cost center oversight, and ESG reporting, QVANTUM delivers real-time insights that aid in informed decision-making. The platform reduces reliance on Excel by offering tailored templates, automated workflows, and stringent rights management to uphold compliance and protect data. Featuring an easy-to-navigate interface reminiscent of Excel, it significantly reduces the training required for users, while its scalable architecture ensures it grows alongside the business. Compliance measures are based on detailed rights assignments and automatic data backups, ensuring a secure operational environment. Additionally, it provides connections to all major ERP, BI, and HR systems to streamline processes further. This comprehensive functionality makes QVANTUM an indispensable tool for modern enterprises striving for efficiency and agility.

Our advanced financial platform empowers users to move beyond the constraints of traditional spreadsheets and outdated software. It integrates financial consolidation, planning, reporting, and analysis within a cohesive and adaptable system. Tackle the intricacies of financial closure, consolidation, planning, reporting, and analysis with ease. OneStream adheres to corporate standards while also addressing the specific planning and reporting needs of various business sectors, all within a single, comprehensive application. It allows teams to leverage reliable financial insights from extensive operational data, enabling them to identify patterns and financial indicators that facilitate swift, informed decision-making. Additionally, OneStream accelerates your path to realizing value by incorporating a deep understanding of accounts, currencies, ownership, and intercompany transactions. Transition from numerous outdated systems or cloud-based point solutions to a singular, streamlined application that enhances efficiency. By doing so, organizations can significantly improve their financial operations and strategic initiatives.

Sprocket utilizes Artificial Intelligence to efficiently deliver the essential go-to-market support needed to significantly enhance your company’s sales pipeline, resulting in steady, incremental, and reliable revenue growth. It allows you to pinpoint the specific types of companies and customers your organization should focus on prioritizing. You can swiftly adapt and refine your strategic operational framework throughout the organization, thereby optimizing revenue efficiency. It not only helps in developing and refining processes that spot and evaluate new revenue opportunities but also fosters structural alignment and promotes strategic collaboration. Sprocket was developed in response to the frequent challenges companies face with their go-to-market strategies and the need for profitability across various departments. Investors and company leaders often carry high expectations and set ambitious sales and revenue goals, particularly in the SMB and mid-market sectors, making it essential to have the right tools in place. With Sprocket, companies can accurately identify gaps and capitalize on emerging opportunities, ensuring they stay ahead in a competitive landscape. Ultimately, this solution seeks to empower organizations to thrive by streamlining their market approaches and maximizing revenue potential.

Focusing on your most valuable accounts has never been simpler. You can prioritize key accounts in real time by utilizing custom scoring or by seamlessly integrating with your current scoring and intent tools. Tailor and automate your business portfolios according to individual performance metrics and available capacity. Enhance your competitive win rates by cultivating specialized knowledge while minimizing context switching. Establish, monitor, and implement revenue processes across your entire organization. Create clear guidelines, quickly identify and resolve issues, and maintain a balanced distribution of accounts as your team expands. Foster deeper expertise and cultivate more impactful relationships with your clients. Bid farewell to chaotic handoffs and transitions. Stay adaptable as your team and technology continue to develop. Experience a personalized guided tour of our platform to see how we facilitate stronger customer connections. Always ensure your most important accounts are managed effectively, and prevent revenue loss by adhering to established engagement rules. Additionally, prioritize ongoing training to keep your team ahead in a dynamic market.

Farewell to tedious and time-consuming manual tasks, and welcome the rapid acquisition of valuable business insights. No more copying and pasting figures from one spreadsheet to another; instead, seamlessly connect and transform data from your ERP, BI, HRIS, CRM, and other proprietary systems in a single location. By automating repetitive tasks, you can free up time to focus on the strategic initiatives that modern finance teams ought to prioritize. Spending 40% of your day on back-and-forth emails is far from what CEOs and investors envision for leading tech finance teams. Collaboratively analyze data with business partners on a unified platform that allows for the creation of private workspaces, workflow settings, permission management, and rapid idea exchange. You are not merely crunching numbers; you are a strategic force with Abacum. Empower your stakeholders with insights presented in a clear and user-friendly interface, ensuring that important reports are not just viewed but actively engaged with by business partners. Ultimately, this transformation enables you to drive meaningful change and elevate the role of finance within your organization.