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Best Sales & Ops Planning Software for Small Business

Daniel Rivera
DR
Researched and written by Daniel Rivera

Products classified in the overall Sales & Ops Planning category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Sales & Ops Planning to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Sales & Ops Planning category.

In addition to qualifying for inclusion in the Sales & Ops Planning Software category, to qualify for inclusion in the Small Business Sales & Ops Planning Software category, a product must have at least 10 reviews left by a reviewer from a small business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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5 Listings in Small Business Sales & Ops Planning Available

(242)4.4 out of 5
Optimized for quick response
6th Easiest To Use in Sales & Ops Planning software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 53% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a tool that allows for fast, flexible modeling, integration with other software such as Excel, and supports forecasting and data integration.
    • Reviewers appreciate the platform's ability to streamline budgeting and forecasting, its integration with Excel, its automation features, and its ability to provide real-time data analysis for quicker, more accurate decisions.
    • Reviewers mentioned the steep learning curve, the complexity of administration, the heavy reliance on Excel which can reduce speed when working on large databases, and the high licensing cost.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Planning Efficiency
    33
    Efficiency
    31
    Analytics
    28
    Flexibility
    27
    Ease of Use
    25
    Cons
    Learning Curve
    25
    Learning Difficulty
    16
    User Difficulty
    16
    Difficult Learning
    13
    Slow Performance
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.2
    Supply Chain Planning
    Average: 8.8
    8.4
    Procurement Planning
    Average: 8.4
    8.6
    Inventory Targets
    Average: 8.8
    8.3
    Has the product been a good partner in doing business?
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,987 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 53% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a tool that allows for fast, flexible modeling, integration with other software such as Excel, and supports forecasting and data integration.
  • Reviewers appreciate the platform's ability to streamline budgeting and forecasting, its integration with Excel, its automation features, and its ability to provide real-time data analysis for quicker, more accurate decisions.
  • Reviewers mentioned the steep learning curve, the complexity of administration, the heavy reliance on Excel which can reduce speed when working on large databases, and the high licensing cost.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Planning Efficiency
33
Efficiency
31
Analytics
28
Flexibility
27
Ease of Use
25
Cons
Learning Curve
25
Learning Difficulty
16
User Difficulty
16
Difficult Learning
13
Slow Performance
12
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.2
Supply Chain Planning
Average: 8.8
8.4
Procurement Planning
Average: 8.4
8.6
Inventory Targets
Average: 8.8
8.3
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,987 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
(248)4.4 out of 5
Optimized for quick response
4th Easiest To Use in Sales & Ops Planning software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Streamline is an advanced AI-powered planning platform specifically designed for the retail, wholesale, distribution, and manufacturing sectors. This innovative solution enhances decision-making proce

    Users
    No information available
    Industries
    • Retail
    • Consumer Goods
    Market Segment
    • 48% Mid-Market
    • 45% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Streamline Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Forecasting Accuracy
    47
    Forecasting
    32
    Automation
    30
    Ease of Use
    30
    Planning Efficiency
    26
    Cons
    Limited Customization
    18
    Data Management Issues
    11
    User Difficulty
    11
    Difficult Learning
    10
    Implementation Complexity
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Streamline features and usability ratings that predict user satisfaction
    8.8
    Supply Chain Planning
    Average: 8.8
    8.7
    Procurement Planning
    Average: 8.4
    8.6
    Inventory Targets
    Average: 8.8
    8.8
    Has the product been a good partner in doing business?
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    GMDH
    Company Website
    Year Founded
    2009
    HQ Location
    New York, US
    Twitter
    @GMDH_Streamline
    1,227 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    84 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline is an advanced AI-powered planning platform specifically designed for the retail, wholesale, distribution, and manufacturing sectors. This innovative solution enhances decision-making proce

Users
No information available
Industries
  • Retail
  • Consumer Goods
Market Segment
  • 48% Mid-Market
  • 45% Small-Business
Streamline Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Forecasting Accuracy
47
Forecasting
32
Automation
30
Ease of Use
30
Planning Efficiency
26
Cons
Limited Customization
18
Data Management Issues
11
User Difficulty
11
Difficult Learning
10
Implementation Complexity
10
Streamline features and usability ratings that predict user satisfaction
8.8
Supply Chain Planning
Average: 8.8
8.7
Procurement Planning
Average: 8.4
8.6
Inventory Targets
Average: 8.8
8.8
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
GMDH
Company Website
Year Founded
2009
HQ Location
New York, US
Twitter
@GMDH_Streamline
1,227 Twitter followers
LinkedIn® Page
www.linkedin.com
84 employees on LinkedIn®

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(436)4.6 out of 5
Optimized for quick response
3rd Easiest To Use in Sales & Ops Planning software
View top Consulting Services for Anaplan
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 53% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
    • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
    • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    87
    Ease of Use
    85
    Features
    78
    Planning
    53
    Customizability
    52
    Cons
    Limitations
    40
    Missing Features
    38
    Lack of Features
    28
    Performance Issues
    27
    Expensive
    25
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Anaplan features and usability ratings that predict user satisfaction
    8.6
    Supply Chain Planning
    Average: 8.8
    8.2
    Procurement Planning
    Average: 8.4
    8.5
    Inventory Targets
    Average: 8.8
    8.5
    Has the product been a good partner in doing business?
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    21,889 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,583 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 53% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
  • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
  • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
87
Ease of Use
85
Features
78
Planning
53
Customizability
52
Cons
Limitations
40
Missing Features
38
Lack of Features
28
Performance Issues
27
Expensive
25
Anaplan features and usability ratings that predict user satisfaction
8.6
Supply Chain Planning
Average: 8.8
8.2
Procurement Planning
Average: 8.4
8.5
Inventory Targets
Average: 8.8
8.5
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
21,889 Twitter followers
LinkedIn® Page
www.linkedin.com
2,583 employees on LinkedIn®
(154)4.6 out of 5
Optimized for quick response
11th Easiest To Use in Sales & Ops Planning software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Supply and demand planning made smarter with AI. Netstock empowers small and medium-sized businesses to optimize inventory and demand planning across 67 countries, managing over $25 billion in inv

    Users
    • Supply Chain Manager
    • Purchasing Manager
    Industries
    • Wholesale
    • Retail
    Market Segment
    • 52% Mid-Market
    • 42% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Netstock Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Forecasting Accuracy
    18
    Inventory Management
    16
    Forecasting
    13
    Inventory Optimization
    12
    Cons
    Missing Features
    11
    Data Inaccuracy
    9
    Data Management Issues
    9
    Difficult Learning
    6
    Inventory Management
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Netstock features and usability ratings that predict user satisfaction
    8.3
    Supply Chain Planning
    Average: 8.8
    8.9
    Procurement Planning
    Average: 8.4
    8.7
    Inventory Targets
    Average: 8.8
    9.3
    Has the product been a good partner in doing business?
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    NETSTOCK
    Company Website
    Year Founded
    2010
    HQ Location
    Boston, US
    Twitter
    @netstock
    17 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    174 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Supply and demand planning made smarter with AI. Netstock empowers small and medium-sized businesses to optimize inventory and demand planning across 67 countries, managing over $25 billion in inv

Users
  • Supply Chain Manager
  • Purchasing Manager
Industries
  • Wholesale
  • Retail
Market Segment
  • 52% Mid-Market
  • 42% Small-Business
Netstock Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Forecasting Accuracy
18
Inventory Management
16
Forecasting
13
Inventory Optimization
12
Cons
Missing Features
11
Data Inaccuracy
9
Data Management Issues
9
Difficult Learning
6
Inventory Management
6
Netstock features and usability ratings that predict user satisfaction
8.3
Supply Chain Planning
Average: 8.8
8.9
Procurement Planning
Average: 8.4
8.7
Inventory Targets
Average: 8.8
9.3
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Seller
NETSTOCK
Company Website
Year Founded
2010
HQ Location
Boston, US
Twitter
@netstock
17 Twitter followers
LinkedIn® Page
www.linkedin.com
174 employees on LinkedIn®
(322)4.4 out of 5
Optimized for quick response
7th Easiest To Use in Sales & Ops Planning software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 39% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
    • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
    • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Board Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Flexibility
    21
    Efficiency
    20
    Features
    20
    Customization
    15
    Cons
    Learning Curve
    10
    Complexity
    8
    Learning Difficulty
    8
    Missing Features
    8
    Slow Performance
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Board features and usability ratings that predict user satisfaction
    8.5
    Supply Chain Planning
    Average: 8.8
    8.6
    Procurement Planning
    Average: 8.4
    8.5
    Inventory Targets
    Average: 8.8
    8.8
    Has the product been a good partner in doing business?
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,335 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    915 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 39% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
  • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
  • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
Board Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Flexibility
21
Efficiency
20
Features
20
Customization
15
Cons
Learning Curve
10
Complexity
8
Learning Difficulty
8
Missing Features
8
Slow Performance
8
Board features and usability ratings that predict user satisfaction
8.5
Supply Chain Planning
Average: 8.8
8.6
Procurement Planning
Average: 8.4
8.5
Inventory Targets
Average: 8.8
8.8
Has the product been a good partner in doing business?
Average: 9.0
Seller Details
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,335 Twitter followers
LinkedIn® Page
www.linkedin.com
915 employees on LinkedIn®