Best Strategic Planning Software for Salesforce

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

monday AI work platform is a cloud-based work operating system and AI collaboration platform designed to help teams organize work, automate processes, and coordinate projects while integrating AI agents directly into day-to-day workflows. The platform allows businesses to create custom workflows, manage tasks, track projects, visualize operations, and connect external business tools through integrations and automations. Its AI capabilities enable organizations to deploy specialized AI agents for functions such as generating reports, conducting research, identifying operational risks, summarizing meetings, automating updates, optimizing business processes, and assisting teams with contextual workflow execution. monday AI work platform also supports integration with external AI providers including ChatGPT, Claude, Gemini, Copilot, and other MCP-connected tools, allowing businesses to bring their preferred AI systems directly into their operational workflows. The platform emphasizes collaboration between human teams and AI systems by providing centralized workspaces where AI agents can act with permissions, context awareness, governance controls, and human oversight mechanisms.

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

Empiraa is a strategy execution platform built specifically for professional services firms that help clients with business planning and growth. Whether you're a consultant, advisor, virtual CFO, or business service provider, Empiraa enables you to move beyond static spreadsheets and disconnected tools by delivering real-time, trackable strategy execution inside a centralized, client-facing platform. With Empiraa, you can manage multiple client accounts from one dashboard—assigning responsibilities, tracking progress, and aligning strategy with execution. Each plan is built around structured objectives, actions, and KPIs, with live data updates through integrations with tools like Xero, Google Sheets, and HubSpot. The result? Less manual follow-up, more client accountability, and a scalable framework for delivering consistent outcomes across every engagement. Empiraa’s full white-label functionality allows you to brand the platform as your own—from logos and colors to a custom domain—offering clients a seamless, professional experience that enhances your credibility and strengthens long-term retention. You can also create reusable templates, automate onboarding workflows, and streamline collaboration with internal and client teams. By embedding your expertise into a live platform, Empiraa helps transform your advisory services into a repeatable, tech-enabled offering. It’s trusted by firms across Australia, North America, and the UK to grow revenue, reduce client churn, and scale without sacrificing quality. If you're ready to productize your services and deliver smarter, more sustainable client outcomes, Empiraa is built for you.

Hive increases productivity among team members. Hive is a powerful collaboration and project management platform that offers a multitude of features in one comprehensive solution. The platform includes transparent project management tools, team communication and file storage and sharing. Time tracking and app integrations are also available.

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.

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.

Scientrix empowers business leaders to create and manage responsive organizations by providing an enterprise-ready AI digital platform that allows them to plan and execute their enterprise strategy. We do this through an end-to-end strategy-to-execution-to-impact solution. There are many benefits to using AI to increase portfolio value, including 10x faster alignment, linking execution to analysis, and scaling lean portfolio management with less effort. Scientrix also offers award-winning software and data management, as well as advisory services. Our unique thought architecture, advanced technology and change enabling services have a track record of supporting small and large companies in the design and acceleration of their strategy implementation.

The 1st AI-powered strategy management platform that brings strategy, teams, and data together in one place helping organizations create strategic agility. Quantive is a trusted partner for over 800 organizations and close to 100,000 users in more than 75 countries. Red Hat, Adobe and Societe Generale are just a few of the clients. We believe that organizations can only succeed if they are 100% committed to a cross-functional framework for sensing disruptions and adapting strategy. Quantive is here to help you if you are dedicated to achieving your mission.

Praxie is a comprehensive AI automation platform that enables businesses to digitize and streamline operations using intelligent apps and workflows. It provides organizations with access to a broad library of customizable tools that can be deployed instantly across multiple departments. Users can choose from pre-built applications or create new solutions by typing simple instructions into the platform. Praxie integrates AI-powered analytics to deliver real-time insights, performance tracking, and data-driven recommendations. The platform supports critical business areas including executive planning, finance management, IT operations, HR processes, sales performance, marketing analytics, production efficiency, quality control, and supply chain optimization. By centralizing workflows, dashboards, and reporting, Praxie eliminates data silos and reduces manual effort. It is built to support operational excellence initiatives such as Lean manufacturing, Six Sigma projects, OKRs, and continuous improvement programs. Automated processes help teams improve consistency, speed, and accuracy across daily operations. Praxie also includes presentation and dashboard builders for clear stakeholder communication. With a free trial and fast deployment, organizations can begin transforming their workflows almost immediately.

Perdoo is an OKR platform that ambitious organizations use to accelerate their growth. It provides all the tools and expert guidance you need to achieve growth and turn strategy into action. Visually connect your goals and the strategy they support. You can track real-time progress towards your targets and see what's being done if they are missed. Perdoo's industry-leading resources and expert coaching will help you set your OKRs to maximum impact. Start at perdoo.com for a free trial

Profit.co is a global leader in AI-powered performance management and OKR software, empowering organizations of all sizes to align teams, set goals, and drive continuous improvement, serving over 2,000 customers globally, from startups to Fortune 500 companies. The platform integrates Plan, Process, and People through the Performance Triangle framework to bridge the gap between strategy and execution. The plan defines the strategy using tools like OKR Software, Balanced Scorecards, and Strategy Roadmaps. The process drives execution through Project Portfolio Management, Tasks Management, Timesheets and Meeting tools. The People element focuses on Team Engagement, Recognition, Survey, Feedback and Performance Management. With seamless integrations across 80+ business tools and backed by expert coaching, consulting, and 24/7 live support, Profit.co ensures easy adoption and enterprise-scale rollouts.

Transition away from traditional spreadsheets and adopt the superior, top-tier integrated enterprise planning solutions offered by Jedox. These solutions from Jedox amalgamate enterprise planning, data analytics, and reporting functionalities, empowering organizations to enhance teamwork, generate precise forecasts and analytics, and achieve improved visibility and transparency in processes. Furthermore, Jedox can be accessed on any device and features seamless integration capabilities, making it a versatile choice for businesses. This shift not only streamlines operations but also fosters a more collaborative work environment.

entomo is an experience platform for people built for the digital workplace. entomo powers 30mn+ users and more than 30 million workplaces worldwide. It enables workforce experiences that transform engagement, performance, and talent development through hyper personalized insights and nudges. Fortune 500 companies and other large corporations are among the clients of entomo, as well as forward-thinking Governments that have undertaken transformational initiatives at an enterprise, industry, or national level. entomo has been voted a leader in G2's software marketplace across multiple categories. entomo was founded on the belief that the current way enterprises view talent development and performance is not appropriate for the new workplace. This is especially true when employees are expected to give their best every day. It should be a continuous process, tailored to each employee, and done every day.

Riskonnect Business Strategy is a comprehensive software solution that helps organizations develop, manage and execute their operational and strategic plans. Users can break down high-level objectives into actionable tasks and assign responsibilities. They can also monitor progress using intuitive tree views. The platform's sophisticated KPI engines allows firms to measure the effect of operational initiatives on organization objectives, and provide real-time insight through dashboards. It also integrates risk management, empowering teams with the ability to identify and mitigate strategic threats that could impede plan implementation. Riskonnect Business Strategy software aligns individual actions with larger business goals to ensure cohesive progress towards key targets.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

JOOPY, a cloud-based Sales Performance Management platform (SPM), is a leader in helping global sales organizations increase their sales and profitability. JOOPY allows tier 1 sales teams to manage all product categories on a single platform. It combines identical operational processes and policies, and provides an enterprise's sales channels (internal or external) with a web portal to increase engagement. This will help to optimize business results. JOOPY uses a 'Sales Channel' approach to motivate its entire distribution network to reach its goals and objectives. This allows the global sales organization the ability to translate its strategic goals into tangible sales targets and goals.

Elate is an AI-powered strategy execution platform that helps organizations plan, manage, and execute strategy with clarity and consistency. Built for Strategy, Operations, and Chief of Staff+ leaders, Elate provides a structured system for turning strategic goals into measurable execution across complex, multi-team organizations. Many organizations rely on spreadsheets, slide decks, and disconnected project tools to manage strategy. Elate replaces these fragmented approaches with a unified platform that connects strategic planning, execution, and reporting in one place. Complex organizations use Elate to define objectives, map initiatives and outcomes, assign ownership, and maintain alignment across departments. Elate supports the full strategy execution lifecycle. Real-time dashboards, hierarchy views, and rollups show how work connects to organizational priorities and where progress may be at risk. Built-in operating cadence workflows help teams share updates consistently and give leaders visibility without manual status chasing. A core differentiator is Strategy Advisor, Elate’s strategy-specific AI capability. Strategy Advisor analyzes plan structure and progress updates to identify risks, summarize execution health, and surface insights that support better decision making. Leaders gain earlier signals and clearer context as execution unfolds. Elate acts as a strategy execution partner, not a portfolio or project management tool. It helps leaders think through execution, identify tradeoffs, surface blind spots, and adapt strategy in real time. Unlike portfolio management software that tracks initiatives after decisions are made, Elate supports ongoing strategic decision making as conditions, priorities, and performance change — not task tracking.

Conventional strategic planning tends to be rigid and often fails to align individual contributions with the overarching vision or mission of the organization. To address these challenges, we have developed a dynamic approach aimed at engaging your team effectively and linking their efforts to what is most significant for your organization. Our goal is to create a robust strategy that is effective from the outset. Our experienced practitioners will lead tailored strategy sessions utilizing established methodologies, useful tools, and interactive exercises to craft a solid strategy along with a functional management system. It’s essential to involve your entire organization in the strategic planning journey. We will design a focused survey aimed at collecting valuable feedback from board members, managers, and employees alike. By identifying key growth opportunities through bespoke research, we will provide strategic insights into current and emerging competitors, industry trends, and shifts in the market landscape, ensuring your organization is well-prepared for the future. In this way, we not only create a plan but also foster a culture of collaboration and engagement within your team.

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.

Uffective is your toolkit for strategy execution. In Excel documents, SharePoint drives, and legacy software tools with poor quality data, valuable data insights can be lost within an organization. Our unique low-code data platform helps you gain insights from all data points. This includes strategy definition, agile portfolio management, project management, and even opening the IT machine room by capturing every JIRA user-story. Relevant data from different IT systems are available for better decision-making and advanced machine intelligence. Integrate your critical IT tools via a standard API framework. We are proud to welcome new customers to our ever-growing UFFECTIVE community. Cloud-based service layer architecture solution that uses Windows communication foundation, dependency injection, and source code control. Real-time webservices interfaces allow Uffective to be seamlessly integrated into existing processes and work processes.

Defining a strategy is a crucial step in establishing effective alignment between strategy and execution capabilities. Uppwise SPM features a specialized strategy module that aids in formulating enterprise strategies by identifying and mapping essential elements that contribute to value creation. This module enables the connection of Strategic Themes (or Pillars) and Key Goals to Objectives & Key Results (OKR), thereby linking the overarching enterprise vision with the execution teams. Furthermore, the Uppwise SPM strategy module integrates seamlessly with the portfolio module, facilitating both top-down funding and bottom-up updates regarding the performance of strategy execution. Additionally, Uppwise SPM provides a robust, user-configurable, and role-based dashboarding module, empowering users to create analytical pages that illuminate the underlying causes of both successes and failures. This comprehensive approach not only enhances strategic oversight but also fosters a culture of accountability throughout the organization.

rready is an enterprise innovation infrastructure platform built to transform scattered ideas and data into measurable business results. Its AI-native system uses agentic workflows to analyze internal company data, employee input, and external market signals to uncover actionable innovation opportunities. The platform supports structured idea evaluation, project validation, and ROI tracking to ensure innovation initiatives deliver financial impact. Modular solutions include Idea Management, Innovation Management, and KICKBOX Intrapreneurship, allowing organizations to tailor their innovation systems to strategic goals. AI-powered ideation tools help teams move from early-stage concepts to scalable execution. Seamless integrations with tools such as Microsoft, SAP, and Jira eliminate silos and streamline workflows. Built with enterprise-grade reliability, rready is ISO/IEC 27001:2022 certified, GDPR compliant, and securely hosted in Germany and Switzerland. Organizations can benchmark performance, access peer communities, and leverage innovation coaching to accelerate outcomes. Trusted by global enterprises, rready enables companies to build a structured, scalable innovation engine.

myConcerto is a comprehensive, insight-focused platform that harnesses the capabilities of innovative SAP technologies alongside Accenture’s extensive industry knowledge to drive remarkable business results. This platform embodies the cutting-edge ideas from Accenture regarding industry advancements, technological innovation, and strategic insights, enabling organizations to evolve into intelligent enterprises. The process begins with design thinking, aimed at pinpointing particular business obstacles and unique advantages, followed by intelligent diagnostics that evaluate existing systems, processes, data, and architecture in comparison to top industry standards. This thorough evaluation culminates in a tailored, data-centric business case and strategic roadmap designed to accelerate value realization. Additionally, myConcerto facilitates the establishment of the transformation program environment and equips clients with our preconfigured solutions to support agile, ongoing delivery, all driven by Accenture's myWizard technology. By integrating these elements, myConcerto empowers companies to navigate their digital transformation journeys more effectively.