Explore the best sales planning software options by reviewing their features, pricing and benefits to find the perfect tool that drives your sales strategy.
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Achieve your sales goals effortlessly with powerful sales planning software! Plan smarter, execute strategies seamlessly, and drive success with tools designed to boost productivity and maximize revenue.
Unlock unparalleled accuracy with advanced forecasting tools! Powered by sophisticated algorithms, the tools provide crystal-clear predictions of sales trends and potential outcomes, enabling smarter, data-driven decisions.
Gain instant insights to detect emerging trends and address challenges proactively. Keep your strategies agile and responsive to ever-changing market dynamics.
Effortlessly connect with your CRM systems, marketing platforms and financial software to create a unified ecosystem for managing sales operations like a pro.
Now take control with fully customizable dashboards! Tailor your team’s views to spotlight the KPIs and metrics that matter most, ensuring focus on what drives growth and success.
The sales team is drowning in spreadsheets, struggling to keep track of leads and missing crucial opportunities. The pressure to meet quotas mounts, but outdated methods are holding the team back. Sound familiar? Getting the best sales planning is the solution, but with so many software options available, how to choose the right one?
Fear not! We’ve done the legwork for you. We’ll compare the top solutions, break down their features, pricing and real-world performance to help you find the perfect fit for the sales team. Get ready to supercharge the sales strategy and leave the competition in the dust.
Sales planning software refers to a digital tool designed to streamline and optimize the sales process for businesses. The tool integrates various aspects of sales management, including forecasting, target setting, resource allocation and performance tracking. The software enables sales teams to create data-driven strategies, improve efficiency and boost revenue.
Key objectives:
Choosing the right sales solution can significantly impact the business’s sales strategy and performance so here’s a concise comparison table of best sales planning software.
| Software | Pricing |
Plan/Free Trial | 5 Key Features |
| Veemo Sales | $29/month | 14-days free trial |
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| EngageBay | $14.99-$79.99/month | 14-days free trial |
|
| HubSpot | $45-$1,200/month | Free plan available |
|
| Gong | Custom | Demo available |
|
| Pipedrive CRM | $14.90-$99/month | 14-days free trial |
|
| DeepLoop | Custom | Demo available |
|
| Anaplan | Custom | Demo available |
|
| Xactly | Custom | Demo available |
|
| Salesforce Sales Cloud | $25-$300/month | 30-days free trial |
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| Salesmate | $15-$60/month | 15-days free trial |
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| Zoho CRM | $14-$52/month | 15-days free trial |
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Understanding the key features of sales planning software can help businesses leverage its full potential to streamline processes.
Effective sales planning software centralizes lead information, allowing teams to track and prioritize potential customers. Lead scoring assigns values to leads based on criteria like demographics, behavior and engagement. Sales teams can focus on the most promising prospects, increasing efficiency and conversion rates. Advanced systems use AI to continuously refine scoring models.
Predictive analytics tools within sales planning tools analyze historical data, market trends and current pipelines to generate accurate sales forecasts. The projections help businesses allocate resources, set realistic targets and make informed strategic decisions. Some systems offer scenario planning features that allow teams to model different outcomes based on various factors.
Visual representations of the sales pipeline provide a clear overview of deals at each stage.
The feature enables sales managers to identify bottlenecks, optimize processes and ensure a healthy flow of opportunities. Advanced pipeline management tools often include stage-specific tasks and reminders to guide salespeople through complex sales cycles.
Comprehensive reporting tools transform raw data into actionable insights. Customizable dashboards display KPIs in real-time, allowing teams to monitor progress and make data-driven decisions. Advanced analytics may include cohort analysis, win/loss ratios and sales velocity metrics to provide a deeper understanding of performance.
Automation features in sales planning platform streamline the process of cultivating leads.
The systems can trigger personalized email sequences, social media interactions and other touchpoints based on lead behavior or predefined criteria. Businesses can have consistent communication with prospects without overwhelming the sales team, which keeps the user engaged throughout the buyer’s journey.
Sales planning platforms often include workflow automation tools that handle routine tasks like data entry, appointment scheduling and follow-up reminders. It frees up valuable time for salespeople to focus on high-value activities like building relationships and closing deals. Advanced systems may use AI to suggest the next best action for each lead further optimizing the sales process.
Modern sales planning solution integrates with various platforms to capture leads from multiple sources, including websites, social media, events and partner networks. The systems often provide customizable forms and landing pages to maximize lead generation. Some advanced tools use natural language processing to extract lead information from email communications or chat conversations.
Robust contact management features allow sales teams to maintain detailed, up-to-date records of all interactions with leads and customers. It includes communication history, preferences and key account information. Advanced systems may include social media integration which provides additional context and insights about contacts.
Following is the list of the best sales planning software and tools that can prove to be a game-changer for your sales process.
Best sales pipeline software for monitoring conversions and metrics
Veemo Sales is a comprehensive cloud-based sales planning software designed to streamline the entire sales lifecycle. It empowers sales teams with a unified platform that combines pipeline management, customer relationship tracking and automation capabilities, helping businesses of all sizes convert prospects into loyal customers while maintaining meaningful relationships throughout the journey.
Veemo Sales stands out by offering an intuitive, highly customizable platform that addresses the common challenge of scattered sales processes and data silos. It eliminates the need for multiple disconnected tools by providing an all-in-one solution that adapts to specific business workflows, saving time and reducing the complexity of sales management while ensuring no leads fall through the cracks.
Key features:
Pricing: Veemo offers plans ranging between $29 and $129. Businesses can avail of their 14-day free trial offer by signing up now!
Robust sales planning software for identifying sales opportunities
EngageBay is a comprehensive all-in-one marketing, sales and customer service platform that offers robust sales planning capabilities. The tool provides businesses with tools to manage leads, track deals and streamline their sales processes efficiently.
The platform offers customizable sales pipelines, contact management, deal tracking and automated follow-ups. The USP lies in offering enterprise-level features at affordable prices. It makes it ideal for small to medium-sized businesses looking to scale their sales operations.
Comprehensive sales planning tools for powerful analytics
HubSpot is a comprehensive inbound marketing, sales and customer service platform that offers robust sales planning capabilities. The platform provides businesses with tools to attract, engage and delight customers throughout their journey.
Pipeline management, email tracking, meeting scheduling and powerful analytics are some of the main features of HubSpot. The solution’s USP lies in its all-in-one approach, integrating marketing, sales and service functionalities seamlessly.
Seamless sales planning software for predicting revenue
Gong is an innovative revenue intelligence platform that revolutionizes sales planning and execution. Gong uses AI-powered analytics to capture, analyze and interpret customer interactions across various channels, providing valuable insights to sales teams.
Gong offers real-time call transcription, deal intelligence and pipeline management. The unique selling proposition lies in its ability to offer data-driven coaching and forecasting. Teams are enabled to close deals more effectively and improve overall performance.
Extensive sales planning tools for visual deal management
Pipedrive CRM is a robust sales management platform designed to streamline the sales process and enhance team productivity. The tool offers intuitive pipeline visualization, lead tracking and customizable reporting tools to help businesses of all sizes optimize their sales strategies.
The main abilities include AI-powered sales forecasting, visual deal management and seamless integration with popular business tools. Pipedrive’s USP lies in its user-friendly interface and focuses on simplifying complex sales processes, making it ideal for sales teams seeking efficiency.
Robust sales planning tool for full-funnel visibility
DeepLoop is an innovative sales planning software designed to revolutionize how businesses approach their sales strategies. The cloud-based platform integrates advanced analytics, AI-driven insights and intuitive user interfaces to streamline the entire sales process from lead generation to closing deals.
Key components include real-time forecasting, customizable sales funnels and collaborative tools for team alignment. DeepLoop’s USP lies in its adaptive learning algorithms, which continuously refine sales strategies based on performance data.
Comprehensive sales planning solution for real-time scenario planning
Anaplan is a cloud-based business planning platform that excels in sales planning and forecasting. Anaplan offers a flexible, collaborative environment where organizations can create complex models, analyze data and make data-driven decisions.
Amongst the highlighted features of Anaplan are real-time scenario planning, predictive analytics and customizable dashboards. The USP is its Connected Planning approach, which integrates planning processes across departments. The feature enables a holistic view of the business and facilitates agile decision-making.
Seamless sales planning platform for better forecasting
Xactly is a comprehensive sales performance management platform that integrates sales planning, incentive compensation and revenue intelligence. Organizations are empowered to align their sales strategies with business objectives, optimize compensation plans and drive revenue growth through data-driven insights.
The tool offers AI-powered forecasting, territory management and real-time performance analytics. Xactly’s USP lies in its ability to seamlessly connect planning, execution and optimization of sales processes, providing a holistic approach to sales management.
Extensive sales planning software for collaborative tools
Salesforce Sales Cloud is a comprehensive CRM platform that empowers businesses to streamline their sales processes. The tool offers a centralized hub for managing customer interactions, tracking leads and optimizing sales strategies, all while providing real-time insights.
The essential aspects include AI-powered lead scoring, customizable dashboards and collaborative tools. Its unique selling point lies in its scalability and extensive ecosystem of integrations that allow businesses to tailor the platform to their specific needs.
Robust sales planning software for gathering internal information
Salesmate is a comprehensive sales CRM platform that streamlines the entire sales process, from lead generation to closing deals. Salesmate offers robust sales planning features, enabling teams to strategize, track and optimize their sales efforts efficiently.
The tool includes customizable sales pipelines, advanced reporting and automation tools. Salesmate’s USP lies in its user-friendly interface and seamless integration capabilities. It allows businesses to tailor the platform to their specific needs.
Seamless sales planning tool for accelerating sales acquisition
Zoho CRM is a well-known customer relationship management platform that offers robust sales planning capabilities. Businesses can manage leads, automate workflows and analyze sales data, all within a user-friendly interface accessible across devices.
Zoho consists of customizable sales pipelines, AI-powered sales forecasting and real-time analytics. The USP is its seamless integration with other Zoho apps and third-party tools, creating a unified ecosystem for business operations.
Sales planning software offers significant advantages for businesses looking to optimize their sales processes and boost revenue.
1. Align the Sales Strategies with the Business Goals
Sales planning software helps bridge the gap between high-level business objectives and day-to-day sales activities. Companies can break down overarching goals into specific, actionable targets for sales teams, ensuring that every effort contributes to the broader organizational vision.
2. Create Effective, Data-Driven Sales Strategies
Managers can identify trends, spot opportunities and make informed decisions by analyzing vast amounts of sales data. It replaces guesswork with concrete insights, leading to more effective strategies tailored to market demands and customer preferences.
3. Predict Future Sales More Accurately
Advanced forecasting capabilities in sales planning solutions use historical data and current trends to project future sales with greater precision. The improved accuracy helps in resource allocation, inventory management and financial planning.
4. Get More Out of the Other Sales Tools
Sales planning software often integrates with CRM systems, marketing automation tools and other business software. The integration creates a unified ecosystem, enhancing data flow and maximizing the value of existing tools by providing a comprehensive view of the sales process.
5. Manage Territories and Quotas More Effectively
The software facilitates strategic distribution of sales territories and quota assignments. Businesses gain a lot by factors like market potential, business priorities to optimize territory design and set achievable yet challenging quotas.
6. Get Real-Time Sales Opportunity Updates
Managers can monitor pipeline health, identify at-risk deals and provide timely support to sales reps with real-time tracking of sales opportunities. The immediate visibility allows for quick adjustments to strategies and more proactive sales management.
Choosing the right sales planning solution can make a significant impact on the success of the sales team. Here are seven points to consider:
1. Identify the Business Needs
Before choosing a sales planning solution, it’s essential to identify the business needs.
Consider factors such as the size of the sales team, the complexity of the sales process and the level of customization required. Understanding the business requirements will help to narrow down the options and choose a solution that best aligns with the needs.
2. Evaluate Features and Functionality
When selecting a sales planning solution, it’s vital to evaluate the features and functionality offered. Look for key features such as sales forecasting, goal setting, territory management and performance tracking. Consider if the solution integrates with the existing CRM system and other sales tools to ensure seamless workflow.
3. Consider Scalability
A sales planning solution that can scale with the business as it grows is important.
Consider if the solution can accommodate an increasing number of users, territories and sales targets. Scalability is essential to ensure that the sales planning software remains effective in the long term.
4. Assess User-Friendliness
The usability of the sales planning platform is another critical factor to consider.
Look for a solution that is intuitive and easy to use, as this will encourage adoption among the sales team. A user-friendly interface will also reduce training time and ensure a smooth transition to the new system.
5. Check for Customization Options
Every business has unique sales processes and requirements, so it’s essential to choose a sales planning solution that offers customization options. Look for a solution that allows the business to tailor the system to meet the specific needs. It can be customizing fields, reports or workflows.
6. Consider Integration Capabilities
Integration with other sales and marketing tools is essential for a seamless sales planning process. Choose a sales solution that integrates with the CRM system, marketing automation platform and other relevant tools to ensure data consistency across teams.
7. Evaluate Support and Training
Consider the level of support and training offered by the sales planning solution provider. Ensure that the provider offers comprehensive training resources, ongoing support and regular updates to enhance the user experience. Address any issues promptly that may arise.
Leveraging cutting-edge planning software is crucial for sales teams to stay competitive and achieve their goals. The advanced tools streamline processes, provide data-driven insights and enhance collaboration, enabling sales professionals to work more efficiently.
Planning software allows sales teams to focus on high-value activities and make informed decisions by automating routine tasks. They facilitate better communication between team members and departments, ensuring everyone is working towards common objectives. The sales managers can track progress, coach their teams and adapt strategies quickly in response to market changes.
When choosing a sales planning solution, look for features like forecasting tools, territory management capabilities and integration with CRM systems. Ensure the tool can handle complex sales processes, provide detailed analytics and support collaboration among team members. Customization options and scalability are key factors to consider, along with a user-friendly interface.
Sales planning software can improve the efficiency of a sales team by streamlining processes, providing real-time data for decision-making and optimizing sales strategies. The tools help teams prioritize tasks with features like automated forecasting, pipeline management and performance tracking.
Sales planning tools help by analyzing past sales data, market trends and customer behavior to forecast future sales. The tools also aid in setting realistic sales targets based on the insights, ensuring sales teams have clear, achievable goals to work towards. Utilizing such tools can help businesses make informed decisions and optimize their sales strategies for success.
Yes, sales planning software can be beneficial for businesses of all sizes, including small businesses. Small businesses can often see significant improvements in sales effectiveness and efficiency by implementing a sales planning platform. Many providers offer solutions that are scalable and customizable to meet the specific needs of small businesses.
The ease of implementation can vary depending on the complexity of the software and the size of your organization. Many sales planning software providers offer user-friendly interfaces and implementation support to help teams running quickly. It’s important to choose a provider that offers training and ongoing support to ensure a smooth transition.
Yes, many sales planning software solutions offer integration with other business systems such as CRM software, marketing automation platforms and ERP systems. The integration can help streamline workflows, improve data accuracy and provide a more holistic view of the sales and marketing processes. Be sure to inquire about integration capabilities when evaluating sales solution options.
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