Best Sales Forecasting Software for Salesforce

Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.

Small businesses that sell B2B can use a simple but powerful CRM. It automates your CRM using existing data to build better relationships with customers and increase sales. It is a visual, intuitive and simple-to-use sales tool. Built on happiness, with the latest tech, for humans.

Salesloft provides the most powerful sales engagement platform to help sellers and their sales teams generate more revenue. The Modern Revenue Workspace™, a Salesloft platform, allows sellers to manage all their digital selling tasks, communicate effectively with buyers, understand the next steps, and gain the insights and coaching they need to win. Salesloft helps thousands of the most successful sales teams around the globe, such as those at Square, Square, Cisco, IBM, Shopify, Square and Square, generate more revenue. Visit salesloft.com for more information.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Board is a highly-rated decision-making platform that can be used by organizations of all sizes. It unites business intelligence, corporate performance management, and business analytics capabilities into one powerful platform. This makes it simple to create and maintain any apps in seconds with no coding. Board is available in multiple deployment options, making it easier for users to access the right information faster.

Every customer conversation is critical to the success of your business and the revenue you can deliver. At Jiminny we help you record, capture and analyze each customer interaction to generate actionable insights on what is and is not happening; enabling you to move the needle and support your biggest objectives across the business. Jiminny is the only partner who turns great sales leaders into great sales coaches, enabling you to drive true change across your sales teams and build high-performing revenue generating teams.

Revenue intelligence gives you powerful insight into customer interactions. Win more deals. Skyrocket rep success. Gain critical market intelligence. Replicate what your top reps do. Transform your team into quota-shattering super sellers. Stop deals stalling. Every deal should be on a track to closure. Every time, solidify the next steps. Listen to the raw voice of your market. You can be sure of success when you launch new initiatives. Your most successful sellers should be cloned. Data shows that the best reps are different from the rest. Your average sellers can become stars.

QuotaPath creates ownership and accountability across revenue teams through automated tracking and compensation management. Our platform offers revenue teams the ability to design fully customizable compensation plans, forecast commissions in real-time, and surface insights in dashboards. RevOps, sales leaders and finance teams rely on QuotaPath to standardize comp plan creation and assignment, build custom quotas and acceleration tiers, export deal data and override earnings, create role hierarchies and permissions, and forecast revenue in real time. Our CRM integrations with HubSpot, Salesforce, and Close push data into QuotaPath, offering users a seamless experience and up-to-date, accurate deal data. Through our Payouts feature and finance tools, we’re helping operations, finance, and HR teams with the month-end close processes to audit, confirm, and process payouts.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

Align Salesforce with your Sales Strategy. ClosePlan integrates Salesforce with your Sales Strategy, Sales Process, and Sales Methodology. ClosePlan allows sales to focus on the important things - rigorous opportunity qualification and customer relationship alignment, as well as execution of sales processes. With drag-and-drop functionality, Salesforce makes it easy to create org charts. You can create opportunity qualification scorecards using any sales qualification methodology. Create repeatable best-practice sales playbooks for different business lines. With Salesforce's drag-and-drop tools, you can create relationship maps, org maps, account maps, and influence maps. Visualize prospects and customers to build relationships with those who matter. Get a 100% native Salesforce application in the AppExchange. Keep your Salesforce data safe. This is great for account planning, deal reviews, QBR's, and 1-to-1 coaching sessions.

SalesStreamliner automates manual sales tasks and connects cross-channel partners in one system. This makes channel sales operations and partners' lives easier. You can easily grow your sales team with confidence. You can easily manage your channel sales reps and direct sales reps in one unified system. You can easily expand your business. You can manage multiple product lines and multiple sales channels in one system. All franchise business operations are in one box. Your franchisees will thrive if you provide them with sales automation. Multitasking is a key skill for small business owners. SalesStreamliner makes multitasking easy so you can concentrate on servicing customers and selling. In five easy steps, you can get started with your SalesStreamliner solution.

A Salesforce AI app for B2B sales. It increases win rates, lowers sales costs, and improves Salesforce adoption. SalesChoice, the most comprehensive and easy-to-use AI insights platform for sales analytics, has won 17 industry leadership awards. It promises to end revenue uncertainty for B2B sales teams and inefficiency by providing AI insights that are simple and intuitive. - The easiest to use: These game-changing insights are right in your CRM. They are so easy to understand that they don't require any training. SalesChoice is the most comprehensive: Only SalesChoice provides all the essential views, next-step best actions, and other information that you need to guide your sales team through your entire revenue operation. "SalesChoice targets the best opportunities that are likely win & avoids deals that have low chances of closing." - 2020 sales mastery AI for sales solutions guide

To better understand your financial position, you can use your live pipeline and sales velocity metrics. You don't need to use spreadsheets. Clearer tracking of sales targets will improve sales performance. Real-time visibility of client, team and business performance against goals. Identify deal slippage early and take action to prevent it from happening. Better collaboration, greater accountability, and less guesswork can improve the accuracy of your forecasting. We believe that forward-looking data is crucial for business decisions. We know that businesses that are too dependent on backward-looking financials are not prepared to make the right business decisions that will help them grow. We decided to help businesses make better business decisions by providing them with the right forward-looking information. We unlock the hidden value in your CRM data, and make that data work harder for you.

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.

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.

MoData is an automated sales BI platform that's designed for high-growth companies looking to scale. It is intuitively visualized and provides 360-degree insight into the past, present, future, and prospects of your sales team. This instantly connects you with the information that you need to make confident, fast decisions. MoData is the best BI tool for SMBs, and it comes pre-assembled.

Outreach Commit (formerly Canopy) connects, analyses, and monitors every data point within your revenue team. It ensures that every revenue leader has all the information they need to drive predictable revenue growth. Streamline your forecasting while measuring variance and monitoring it to drive continuous improvement. Individual assessments, improvement tracking, notes, and notes can help you increase productivity and improve results. Snapshot reporting allows you to answer key questions about trends, risks, past performance, and other issues. It can be used for any period or subset of data. You will have the visibility you need to confidently call your company while your managers can keep their eyes on the important things. Focus on the big picture and reduce the need for manual analysis. Your teams will receive the answers they need right away. Every initiative you launch should be evaluated for potential improvement areas and the ROI. Don't let your competitors dictate how you do things. Instead, take control and drive sales productivity.

TIMi allows companies to use their corporate data to generate new ideas and make crucial business decisions more quickly and easily than ever before. The heart of TIMi’s Integrated Platform. TIMi's ultimate real time AUTO-ML engine. 3D VR segmentation, visualization. Unlimited self service business Intelligence. TIMi is a faster solution than any other to perform the 2 most critical analytical tasks: data cleaning, feature engineering, creation KPIs, and predictive modeling. TIMi is an ethical solution. There is no lock-in, just excellence. We guarantee you work in complete serenity, without unexpected costs. TIMi's unique software infrastructure allows for maximum flexibility during the exploration phase, and high reliability during the production phase. TIMi allows your analysts to test even the most crazy ideas.

Blueshift ONE offers the best-in-class TPM and TPO, demand planning as well as budgeting and business intelligence. A true Integrated Business Plan allows for a single consensus forecast across all functions, allowing for strategic decision making. The ONE solution allows senior management to make informed tactical and operational decisions, ultimately driving profitability and customer relationships.

Augmented Analytics, action recommendations and predictive analytics are used to optimize business performance. Data-driven decisions can be made in a cloud-based platform that is tailored to the needs of each company. Find out the pricing optimization level of your company. Get an initial assessment of the pricing strategy. To get your score, answer a few questions about the pricing process in your company. Your company to determine your score and identify areas for improvement. Premoneo provides a complete suite to manage key activities such pricing, forecasting, and segmentation. Continuously updated to meet market demands. Because of its modular structure, the cloud solution can be tailored to each customer's needs and integrated into any existing IT environment.

Goodbye tedious manual tasks. Goodbye manuals and time-consuming tasks. Hello valuable business insights. There's no need to copy and paste numbers from one spreadsheet into another. All data from your ERP, HRIS, CRM, and ERP systems can be connected and reworked in one place. Automate manual tasks and save time for strategic stuff that modern finance teams should focus on. Your day is 40% occupied by back-and-forth emails. This is not what investors or the CEO expect from top tech finance teams. In one platform, collaborate with business partners to analyze numbers. You can create private spaces, define workflows, assign permissions, and exchange ideas at lightning speed. Abacum is more than a number cruncher. It's a strategic powerhouse. Your stakeholder will understand your advice, and Abacum will organize key insights in an easy-to-use interface. Build reports that business partners will actually open and take action on.