Best Sales Planning Software for Windows of 2024

Our intelligent finance platform lets you get rid of the limitations of legacy applications and spreadsheets. A single, extensible platform that combines financial consolidation, planning and reporting allows you to unify all aspects of financial consolidation, planning, analysis, and reporting. You can conquer the complexity of financial close, consolidation planning, reporting, analysis and reporting. OneStream supports corporate standards and also meets more specific line of business planning requirements. Teams can use trusted financial intelligence to large amounts of operational data to identify trends and financial signals that will allow them to make informed decisions at the speed of business. OneStream's integrated understanding of accounts, currencies and ownership can help you speed up time to value. A unified application replaces multiple legacy systems and cloud point solutions.

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.

Prophix is a corporate management (CPM), software that can be used by companies of any size and in any industry. Prophix integrates budgeting, planning and forecasting with financial consolidation and reporting capabilities. This software platform allows businesses to move beyond Excel and improve their performance. Prophix can be used on-premise or in cloud to automate core financial processes.

Vena Solutions is a corporate management software that combines planning, budgeting, and revenue forecasting tools to help companies succeed. Vena Solutions allows enterprises to free their employees from manual budgeting, forecast short-term and long term revenue performance, gain insight for better decisions, and easily prepare regulatory reports. Vena Solutions has been recognized by Deloitte and PWC as an award-winning platform.

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.

OPAL CRM allows contract manufacturing companies to track their field sales team. It allows sales reps to create detailed sales plans, set goals, and maximize incentives. OPALCRM allows financial services firms to collaborate across the back-office, front-office and middle-office to build deeper client relationships. Real estate is a highly competitive industry. Conversions can be made easier by managing your sales pipelines, lead management, and lead engagement. Management of their lead pipelines can be a challenge for corporate training institutions, skill-based education institutions, and educational institutions. OPAL CRM's Lead Management Software assists these institutions in managing their leads, and driving closures.

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.

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.

Forecast accuracy can be improved, win rates increased, and salesperson churn reduced. The "The" solution to your sales organization combines CRM, benchmarking analytics, competitive SWOT's and sales strategies with action plans. A simple scoring system allows you to benchmark your contacts and opportunities. This will allow you to quickly assess the status of your opportunities and buy committees, sales team utilization, win/loss ratio, and win/loss ratio. You can easily apply and maintain the strengths and weaknesses, opportunities, threats, and opportunities (or SWOT) of competitors. Coaching is provided when you answer a series questions about the current state of the opportunity. Make a list with your prospects and agree on the steps to close the deal. This proven process is effective in getting deals done and revealing interest levels.