Best Sales Planning Software for Microsoft Power BI

Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.

Jedox offers integrated enterprise planning solutions that are more advanced than spreadsheets. Jedox's integrated planning solution combines enterprise planning, data analysis, and reporting to help organizations improve collaboration between teams, create accurate forecasts, analyze and report, and provide greater process transparency and transparency. Jedox is available from any device, and also has inbuilt integration.

QVANTUM, a cloud-based platform for operational planning, allows businesses to streamline their workforce, financial, and sales planning. It integrates seamlessly into existing ERP, HR, and BI systems, allowing departments the ability to collaborate on a single platform. QVANTUM provides powerful tools for predictive planning, cost center management and ESG reporting. This allows real-time data insights that support decision-making. The platform eliminates Excel by offering customizable template, automated workflows and precise rights management in order to ensure compliance and protect data. Its intuitive interface is based on Excel and reduces the need for training. The scalable architecture can adapt to changing business needs. Compliance is based upon the precise assignment and automatic backups. Connection to all common HR, ERP, and BI systems.

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.

Sales and Field Service Territory Mapping Made Easy for Dynamics 365 Power BI & Excel #1 rated mapping and territory-management solution on Microsoft AppSource. EasyTerritory is the best web-based mapping tool for managing sales territory, planning service territory capacity, and geospatial intelligence for Microsoft Dynamics 365 and Excel. EasyTerritory is the best sales territory management software that you can add to your Microsoft Dynamics 365 implementation. Are you not using Dynamics 365? EasyTerritory also supports Excel, Power BI and SQL Azure. EasyTerritory is used in many industries, including manufacturing, finance, logistics, food and beverage distribution and franchising. Our primary goal was to simplify territory management and mapping. EasyTerritory allows sales managers to create and realign sales rep territories using an interactive map.