# Best Sales Planning Software - Page 2 *By [Julie Jung](https://research.g2.com/insights/author/julie-jung)* Sales planning software enables organizations to intelligently structure sales plans, including territory management, quota allocation, and capacity planning, helping sales leaders predict performance, align with finance on business goals, and remain agile throughout the year to optimize market coverage and meet revenue targets. ### Core Capabilities of Sales Planning Software To qualify for inclusion in the Sales Planning category, a product must: - Integrate with CRM software to pull and store sales data - Provide territory planning features to carve and manage sales territories based on geography, company size, industry, TAM, or revenue - Enable organizations to structure quota planning and target setting - Assist in sales capacity management to ensure optimal coverage of accounts and territories - Enable users to create and run "what-if" scenario modeling to inform business decisions - Actively monitor performance data to identify deviations from plans and correct accordingly - Provide continuous planning features for organizations to alter plans and execute changes immediately ### Common Use Cases for Sales Planning Software Sales leaders and revenue operations teams use sales planning software to design data-driven go-to-market structures and navigate the constant challenges of sales organizations. Common use cases include: - Carving and optimizing sales territories based on TAM, geography, and revenue potential - Setting and managing quotas for individual reps and teams aligned to business goals - Running scenario models to evaluate the impact of headcount changes, market shifts, or strategic pivots ### How Sales Planning Software Differs from Other Tools Sales planning software overlaps with [sales performance management software](https://www.g2.com/categories/sales-performance-management) in managing individual and team performance records, but extends further with territory, quota, and capacity management capabilities. Some solutions also offer [sales analytics](https://www.g2.com/categories/sales-analytics) capabilities to forecast sales across territories. Sales planning tools integrate with [CRM software](https://www.g2.com/categories/crm), [sales compensation software](https://www.g2.com/categories/sales-compensation), [ERP software](https://www.g2.com/categories/erp-systems), and [lead-to-account matching and routing software](https://www.g2.com/categories/lead-to-account-matching-and-routing). ### Insights from G2 on Sales Planning Software Based on category trends on G2, territory carving automation and scenario modeling stand out as the most impactful capabilities. Improved quota attainment and better cross-functional alignment with finance stand out as primary outcomes of adoption. ## Top Sales Planning Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5.0 (24,643 reviews) | AI-native pipeline forecasting inside Salesforce | "[The AI CRM That Scales Your Sales Team Without Adding Headcount](https://www.g2.com/survey_responses/agentforce-sales-formerly-salesforce-sales-cloud-review-12955821)" | | 2 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (396 reviews) | Connected territory, quota, and sales forecasting | "[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)" | | 3 | [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) | 4.7/5.0 (3,410 reviews) | Commission forecasting with what-if scenario modeling | "[Easy, Flexible Dashboarding with Powerful What-If Modeling](https://www.g2.com/survey_responses/captivateiq-review-12708840)" | | 4 | [Board](https://www.g2.com/products/board/reviews) | 4.4/5.0 (300 reviews) | Cross-functional sales forecasting with unified planning | "[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)" | | 5 | [Lative](https://www.g2.com/products/lative/reviews) | 4.8/5.0 (20 reviews) | GTM capacity planning with live scenario modeling | "[Revolutionizes Scenario Planning and Data Centralization](https://www.g2.com/survey_responses/lative-review-12374945)" | | 6 | [Oracle Sales Performance Management](https://www.g2.com/products/oracle-sales-performance-management/reviews) | 4.0/5.0 (109 reviews) | Quota, territory, and commission planning inside Oracle ecosystem | "[Fully Connected Service That Works Well](https://www.g2.com/survey_responses/oracle-sales-performance-management-review-11207352)" | | 7 | [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) | 4.6/5.0 (105 reviews) | Multidimensional GTM and revenue scenario planning | "[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)" | | 8 | [Xactly](https://www.g2.com/products/xactly/reviews) | 4.2/5.0 (1,078 reviews) | Incentive compensation automation with Salesforce-fed calculations | "[Automates Processes but Struggles with Complex Credit Assignments](https://www.g2.com/survey_responses/xactly-review-101319)" | | 9 | [Jedox](https://www.g2.com/products/jedox/reviews) | 4.3/5.0 (158 reviews) | Excel-anchored sales and revenue planning | "[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)" | | 10 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (469 reviews) | Excel-native sales forecasting and budget governance | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | ## How Many Sales Planning Software Products Does G2 Track? **Total Products under this Category:** 42 ### Category Stats (Jun 2026) - **Average Rating**: 4.52/5 The average rating of products in this category, based on all submitted ratings - **New Reviews This Quarter**: 107 - **Buyer Segments**: Mid-Market 49% │ Small-Business 30% │ Enterprise 20% Represents the distribution of reviewers across all products in this category. - **Top Trending Product**: Xactly (+0.12%) - Among all products in this category, Xactly recorded the largest rating increase compared to last month *Last updated: June 18, 2026* ## How Does G2 Rank Sales Planning Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 34,300+ Authentic Reviews - 42+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Sales Planning Software Is Best for Your Use Case? - **Leader:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - **Highest Performer:** [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - **Easiest to Use:** [CaptivateIQ](https://www.g2.com/products/captivateiq/reviews) - **Top Trending:** [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) - **Best Free Software:** [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) --- **Sponsored** ### Varicent Your revenue system already decides how much you’ll grow. At scale, the real barrier to growth is rarely the sales team. It is the tools they rely on. Most solutions aren't designed for how sales organizations actually work. They manage incentives, quotas, or territories individually but not together. That fragmentation buries high-potential accounts in the wrong territories. It wastes selling hours on deals that don’t move the business forward. And it keeps the organization from adjusting as the market shifts and priorities change. Varicent changes that. Our AI-native platform connects territories, quotas, incentives, and seller insights in one place. Information flows freely across the system, and everything responds together. The result is orchestration: a system built to keep sellers focused on the right opportunities and ready to move when the market does. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1004265&secure%5Bdisplayable_resource_id%5D=1004265&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1004265&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=18600&secure%5Bresource_id%5D=1004265&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fsales-planning%3Fpage%3D2&secure%5Btoken%5D=f1ab9150c1993a4485973207b7536481670ad311d5576fa7a8b06b37070868bd&secure%5Burl%5D=https%3A%2F%2Fwww.varicent.com%2Fproducts%2Fsales-planning-software%3Futm_campaign%3D44753517-G2%2520Ads%26utm_source%3Dg2%26utm_medium%3Dpaidad%26utm_content%3Dg2_sales_planning&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Sales Planning Software Products in 2026? ### 1. [Forma.ai](https://www.g2.com/products/forma-ai/reviews) Forma.ai is an AI-native enterprise sales performance management platform that brings sales planning and incentive compensation management together on one connected data foundation. Built for complex, global sales organizations, Forma.ai gives revenue operations, sales operations, sales compensation, and finance teams a single system to manage territories, quotas, and incentive compensation with greater speed, accuracy, and control. By connecting territory and quota management with incentive compensation, Forma.ai helps revenue teams keep sales strategy, seller performance, and incentive spend aligned. The platform supports complex plan logic, scalable rule configuration, governed workflows, payout administration, scenario modeling, and performance analytics — helping organizations move faster than fragmented spreadsheets, disconnected tools, or rigid legacy systems allow. Trusted by leading companies including Autodesk, Stryker, and Trustpilot, Forma.ai helps enterprise teams simplify sales performance management and maximize the effectiveness of every dollar spent on sales performance. **Average Rating:** 4.7/5.0 **Total Reviews:** 63 **How Do G2 Users Rate Forma.ai?** - **Quality of Support:** 9.5/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Ease of Use:** 9.4/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Forma.ai?** - **Seller:** [Forma.ai](https://www.g2.com/sellers/forma-ai) - **Company Website:** https://www.forma.ai - **Year Founded:** 2016 - **HQ Location:** Toronto, Ontario - **Twitter:** @Forma_AI (170 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/forma-ai/ (173 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Medical Devices, Computer Software - **Company Size:** 56% Mid-Market, 35% Enterprise #### What Are Forma.ai's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Customer Support (6 reviews) - Compensation Management (5 reviews) - Helpful (5 reviews) - Accuracy (3 reviews) **Cons:** - Data Management (3 reviews) - Learning Curve (3 reviews) - Admin Issues (2 reviews) - Complexity (2 reviews) - Data Management Issues (2 reviews) ### 2. [Convex](https://www.g2.com/products/convex/reviews) Convex is a cutting-edge sales intelligence platform specifically designed to streamline and enhance sales and marketing efforts for businesses focused on selling into commercial buildings. This innovative solution combines a wealth of data, actionable insights, and tailored applications to provide users with a competitive advantage right from the beginning of their sales processes. With Convex, organizations can navigate the complexities of the commercial real estate landscape more effectively. The platform is particularly beneficial for mid-market and enterprise sales teams, as it caters to businesses aiming to scale their opportunities and implement the most effective sales strategies. Convex serves a diverse audience, including Sales and Marketing teams across more than 21 industries, that rely on commercial property data. Our platform links any data to the physical property providing a complete view of buildings and the people and businesses inside them, enabling users to make informed decisions that drive growth and success. One of the standout features of Convex is its intuitive interface, which simplifies complex data visualization and interpretation. This user-friendly design ensures that team members at all levels can access and understand critical information without extensive training. The platform links various data points; like building square footage, aerial views, permit history, etc., to physical properties, providing a holistic view that empowers sales teams to plan strategically, prioritize market opportunities, and establish credible connections with key decision-makers. Key products of Convex include Atlas, our map-based sales intelligence platform, Signals, our Intent Data suite, and Engage, our outreach (calling and email) product which includes GenAI. These products allow organizations to respond swiftly to market changes, optimize their performance, and stay ahead of the competition. By leveraging real-time insights, users can identify emerging trends and adjust their strategies accordingly, ensuring they remain agile in a dynamic marketplace. The ability to customize dashboards further enhances user experience, enabling teams to focus on the metrics that matter most to their specific objectives. In summary, Convex is a powerful sales intelligence platform that equips businesses with the tools they need to thrive in the Commercial category. By combining comprehensive data access, user-friendly design, and advanced analytics, Convex stands out as a valuable resource for sales and marketing teams looking to maximize their effectiveness and drive Commercial business growth. **Average Rating:** 4.5/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Convex?** - **Quality of Support:** 9.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Ease of Use:** 8.0/10 (Category avg: 8.8/10) - **Ease of Admin:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Convex?** - **Seller:** [ServiceTitan](https://www.g2.com/sellers/servicetitan) - **Company Website:** https://www.servicetitan.com/ - **Year Founded:** 2012 - **HQ Location:** Glendale, CA - **Twitter:** @ServiceTitan (4,766 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3157549/ (3,313 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 40% Small-Business, 40% Mid-Market #### What Are Convex's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Affordable (1 reviews) - Customer Support (1 reviews) - Navigation Ease (1 reviews) - Scalability (1 reviews) **Cons:** - Contact Information Issues (1 reviews) - Inaccurate Information (1 reviews) - Incorrect Numbers (1 reviews) - Missing Contacts (1 reviews) - Outdated Contacts (1 reviews) ### 3. [Finicast Planning and Modeling Platform](https://www.g2.com/products/finicast-planning-and-modeling-platform/reviews) Plan together with Finicast's next generation planning software. Finicast’s SaaS inclusive planning platform is open-ended (like Excel and Google Sheets), with building blocks of spreadsheets, pivot tables, and formulas designed to go beyond the traditional 2 -dimensional analysis in a better way than current solutions. Designed and built by analysts to be: Easy to use Collaborative across teams Scalable to any size Used for planning, modeling, and analysis in: Sales Operations Finance Human Resources Fund …and more **Average Rating:** 4.7/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Finicast Planning and Modeling Platform?** - **Quality of Support:** 8.9/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 9.4/10 (Category avg: 8.8/10) - **Ease of Admin:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Finicast Planning and Modeling Platform?** - **Seller:** [Finicast](https://www.g2.com/sellers/finicast) - **Year Founded:** 2018 - **HQ Location:** San Mateo, US - **LinkedIn® Page:** https://www.linkedin.com/company/finicast/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market ### 4. [Sprocket](https://www.g2.com/products/sprocket/reviews) Sprocket is a go-to-market application that helps its customers dramatically improve sales efficiency by enabling them to identify and target the types of companies that are most likely to purchase their products or services. **Average Rating:** 4.1/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Sprocket?** - **Quality of Support:** 8.8/10 (Category avg: 9.0/10) - **Ease of Use:** 7.9/10 (Category avg: 8.8/10) **Who Is the Company Behind Sprocket?** - **Seller:** [Sprocket](https://www.g2.com/sellers/sprocket) - **Year Founded:** 2021 - **HQ Location:** Savannah, US - **LinkedIn® Page:** https://www.linkedin.com/company/trysprocket/ (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 25% Mid-Market #### What Are Sprocket's Pros and Cons? **Pros:** - Business Management (1 reviews) - Helpful (1 reviews) - Solutions (1 reviews) ### 5. [GSP Account Planning](https://www.g2.com/products/gsp-account-planning/reviews) Create actionable account plans for strategic customers directly in Salesforce. Designed for superior ease of use, it also delivers powerful key account planning capabilities beyond standard functionality, including contact heat maps, objective outcome tracking, detailed whitespace analysis, and automated revenue KPIs. EXECUTABLE ACCOUNT PLANS ✔ Define clear goals and measurable objectives for key customers. ✔ Track stakeholder relationships and influence using heatmaps ✔ Conduct whitespace analysis and stakeholder mapping ✔ Compare revenue versus account-specific targets SUPERB ACCOUNT PLANNING FEATURES ✔ Whitespace analysis, stakeholder mapping, account segmentation, and more. ✔ Automatic linkage between opportunities and account plans. ✔ Account Health Reviews to monitor continued account progress. FLEXIBLE ACCOUNT PLAN TEMPLATE ✔ Tailor the account planning template to match your specific business needs. ✔ Link internal teams and key stakeholders to each account plan. ✔ Customize pre-built reports and dashboards to suit your process. 100% Salesforce-native app; all your data stays in your Salesforce environment. At The Gary Smith Partnership (GSP), we build straightforward, powerful apps that work inside Salesforce. Designed to deliver critical business benefits, these apps enable sales teams to get Salesforce doing what they need. **Average Rating:** 5.0/5.0 **Total Reviews:** 2 **How Do G2 Users Rate GSP Account Planning?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind GSP Account Planning?** - **Seller:** [The Gary Smith Partnership](https://www.g2.com/sellers/the-gary-smith-partnership) - **Year Founded:** 2013 - **HQ Location:** Woking, GB - **LinkedIn® Page:** https://www.linkedin.com/company/garysmithpartnership (6 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 6. [ARPEDIO](https://www.g2.com/products/arpedio/reviews) ARPEDIO empowers B2B sales teams with data-driven account & opportunity management. Turn insights into impact and close more deals—faster and smarter. Leverage structured, data-driven account plans to drive targeted engagement with high-value accounts. Align sales efforts with a proven Account-Based Selling strategy to increase win rates and long-term customer value. Account Planning & Opportunity Management: ✅ Improve forecasting ✅ Uncover blind spots ✅ Drive higher win rates with a structured, actionable approach Streamline relationship management with ARPEDIO. Gain full organizational clarity to strengthen engagement and close more deals. Identify and engage key stakeholders across multiple accounts, boosting your sales efficiency. Visual Relationship Mapping & Org Chart in Salesforce: ✅ Visualize key stakeholders ✅ Uncover hidden influencers ✅ Navigate complex buying groups effortlessly **Average Rating:** 5.0/5.0 **Total Reviews:** 6 **How Do G2 Users Rate ARPEDIO?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind ARPEDIO?** - **Seller:** [ARPEDIO Solutions](https://www.g2.com/sellers/arpedio-solutions) - **Year Founded:** 2012 - **HQ Location:** Copenhagen, DK - **Twitter:** @arpedio_sol (853 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/arpedio-solutions/ (35 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 83% Small-Business, 17% Enterprise #### What Are ARPEDIO's Pros and Cons? **Pros:** - CRM Integration (4 reviews) - Ease of Use (3 reviews) - Helpful (3 reviews) - Salesforce Integration (3 reviews) - Customer Support (2 reviews) **Cons:** - Integration Issues (1 reviews) - Learning Curve (1 reviews) ### 7. [Modus Planning](https://www.g2.com/products/modus-planning/reviews) Modus Planning is a cloud-based platform tailored for high-growth consumer packaged goods brands, offering a comprehensive suite of tools to automate, optimize, and orchestrate planning processes. By integrating sales, operations, and finance functions, Modus Planning enhances collaboration and ensures that all departments are aligned, driving profitability and efficiency. Key Features and Functionality: - Sales Planning: Plan and track retailer account performance, manage new item launches, promotions, and sales costs at the retailer level. - Demand Planning: Develop granular, bottom-up demand forecasts, map distribution through the supply chain, and monitor forecast changes to strengthen the Sales and Operations Planning process. - Trade Management: Plan promotions, everyday spending, and shopper marketing activities, then track actual performance against the plan. - Supply Planning: Manage finished goods inventory, allocate stock across distribution networks, and create production orders based on days-on-hand targets. - Deductions Management: Understand and reconcile deductions, tying them to promotions and identifying costs across trade and supply chain categories. Primary Value and Solutions Provided: Modus Planning addresses the complexities of planning in the CPG industry by providing a scalable, structured data architecture that enables real-time, consistent, and collaborative planning. The platform's cloud-based nature ensures seamless integration across departments, enhancing visibility and tracking of forecasts and actuals. By automating and optimizing planning processes, Modus Planning helps brands reduce out-of-stocks, minimize spoilage, and improve overall operational efficiency, ultimately driving profitability and supporting sustainable growth. **Average Rating:** 4.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Modus Planning?** - **Ease of Use:** 8.3/10 (Category avg: 8.8/10) **Who Is the Company Behind Modus Planning?** - **Seller:** [Modus Planning](https://www.g2.com/sellers/modus-planning) - **Year Founded:** 2016 - **HQ Location:** Baltimore/Washington, DC area, US - **LinkedIn® Page:** http://www.linkedin.com/company/modusplanning (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Mid-Market ### 8. [MoneyMap](https://www.g2.com/products/moneymap/reviews) MoneyMap is a custom market opportunity mapping tool that offers comprehensive, granular visibility needed to accelerate revenue growth. MoneyMap helps you decide where to deploy resources and how best to activate your sales team for winning commercial strategies. This makes it an ideal platform to differentiate how you serve various market segments. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate MoneyMap?** - **Quality of Support:** 9.2/10 (Category avg: 9.0/10) - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) **Who Is the Company Behind MoneyMap?** - **Seller:** [Bain & Company](https://www.g2.com/sellers/bain-company) - **Year Founded:** 1973 - **HQ Location:** Boston, Massachusetts, United States - **Twitter:** @BainAlerts (201 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bain-and-company (22,556 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are MoneyMap's Pros and Cons? **Pros:** - Innovation (1 reviews) ### 9. [AlignMix](https://www.g2.com/products/alignmix/reviews) What is AlignMix? AlignMix Pro is powerful, easy-to-use desktop software for designing, managing, and visualizing sales territories. It transforms complex territory data into clear, interactive maps and gives teams complete control over how territories are built, balanced, and optimized—all without requiring GIS expertise or cloud access. AlignMix Pro is built for Windows and operates fully offline, giving sales operations teams and consultants a secure, intuitive way to manage their commercial footprint. Every map, calculation, and data file stays on your computer for total privacy and compliance. Sales territory design is often slowed by fragmented spreadsheets and manual processes. AlignMix Pro replaces these bottlenecks by letting users instantly view account distribution, spot gaps, and adjust territories in real time. What once required GIS specialists or external consultants can now be done in-house. At the heart of AlignMix Pro is Touch Align, an intuitive drag-and-drop tool that instantly recalculates sales, potential, and workload as you reshape boundaries. This makes territory design fast, visual, and interactive. AlignMix Pro includes seamless Excel import, flexible territory management tools, color-coded visualizations, and professional exports to PowerPoint, Excel, PDF, PNG, and KML. It handles thousands of accounts with ease and produces polished, presentation-ready maps. Teams value AlignMix Pro for its speed, accuracy, and ability to balance workloads fairly. Because it runs offline, it meets strict data privacy needs across industries like pharmaceuticals, medical devices, animal health, franchising, consumer goods, and B2B. AlignMix Pro — Effortless, secure, and data-driven sales territory design. **Who Is the Company Behind AlignMix?** - **Seller:** [AlignMix](https://www.g2.com/sellers/alignmix) - **Year Founded:** 2005 - **HQ Location:** Lake Mary, US - **LinkedIn® Page:** https://www.linkedin.com/company/alignmix/ (1 employees on LinkedIn®) ### 10. [Botree SFA](https://www.g2.com/products/botree-sfa/reviews) Botree SFA is the industry-leading sales force automation software designed to improve overall revenue and sales operations efficiency for brands across industries like FMCG, consumer durables, and OTC pharma. **Who Is the Company Behind Botree SFA?** - **Seller:** [Botree Software](https://www.g2.com/sellers/botree-software) - **Year Founded:** 1997 - **HQ Location:** Chennai, IN - **LinkedIn® Page:** https://www.linkedin.com/company/botree-software-international-pvt-limited/ (884 employees on LinkedIn®) ### 11. [EasyTerritory for Dynamics 365 for Sales](https://www.g2.com/products/easyterritory-for-dynamics-365-for-sales/reviews) EasyTerritory is the leading map-based application for territory management, sales and service productivity and spatial business intelligence for Microsoft Dynamics 365, Salesforce, SugarCRM, and Excel. **Who Is the Company Behind EasyTerritory for Dynamics 365 for Sales?** - **Seller:** [Easy Territory](https://www.g2.com/sellers/easy-territory) - **Year Founded:** 2015 - **HQ Location:** Tallahassee, US - **LinkedIn® Page:** https://www.linkedin.com/company/easyterritory/ (5 employees on LinkedIn®) ### 12. [Pitchable Analytics](https://www.g2.com/products/pitchable-analytics/reviews) We want to see a bustling innovation economy transform the quality and availability of consumer products around the globe. Our mission is to build the indispensable data layer that enables that innovation economy. Right now, we’re focused on automating the sales and operations planning process for consumer brands to take enormous amounts of cost and inefficiency out of the system. **Who Is the Company Behind Pitchable Analytics?** - **Seller:** [RodeoCPG](https://www.g2.com/sellers/rodeocpg) - **Year Founded:** 2015 - **HQ Location:** Aspen, US - **LinkedIn® Page:** https://www.linkedin.com/company/rodeocpg/ (18 employees on LinkedIn®) ### 13. [Revcast](https://www.g2.com/products/revcast/reviews) Revcast is an agentic platform that combines deal forecasting, with pipeline, performance, and capacity based forecasting. The four-dimensional approach to forecasting results in more accurate forecasts for the current period and the year, while guiding revenue leaders through actions they can take to ensure they are on the right path to sales targets. **Average Rating:** 5.0/5.0 **Total Reviews:** 1 **How Do G2 Users Rate Revcast?** - **Quality of Support:** 10.0/10 (Category avg: 9.0/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Ease of Use:** 10.0/10 (Category avg: 8.8/10) - **Ease of Admin:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Revcast?** - **Seller:** [Revcast](https://www.g2.com/sellers/revcast) - **Year Founded:** 2022 - **HQ Location:** Raleigh, US - **LinkedIn® Page:** https://www.linkedin.com/company/revcast (10 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 100% Small-Business ### 14. [Sales Capacity Planner](https://www.g2.com/products/sales-capacity-planner/reviews) The AE Capacity Planner is a free tool for revenue leaders and sales ops. Enter your team, quotas, and ramp schedule — and see exactly how much bookings your sales headcount can actually produce, quarter by quarter, versus your target. No trial. No upgrade wall. No "free for 14 days." Just a real tool you can use as long as you want, for as many plans as you want, at zero cost. **Who Is the Company Behind Sales Capacity Planner?** - **Seller:** [ARRGuide](https://www.g2.com/sellers/arrguide) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 15. [Territory Fox](https://www.g2.com/products/territory-fox/reviews) Territory Fox is an intelligent territory alignment and mapping software designed to help sales and field service teams plan, optimize, and manage their territories using real data. By transforming CRM data into interactive maps, it enables teams to visualize customer distribution, performance metrics, and geographic coverage in one place. This makes it easy to identify gaps, eliminate overlap, and create balanced territories that improve efficiency and drive better decision-making. With powerful automation and customization features, Territory Fox allows users to design, adjust, and rebalance territories in minutes instead of days. Teams can use custom metrics, filters, and real-time insights to ensure fair workload distribution, reduce travel time, and maximize coverage. Seamlessly integrating with popular CRM platforms, it helps businesses streamline operations, boost field productivity, and ultimately increase revenue through smarter, data-driven territory management. **Who Is the Company Behind Territory Fox?** - **Seller:** [Territory Fox](https://www.g2.com/sellers/territory-fox) - **Year Founded:** 2024 - **HQ Location:** San Francisco, US - **LinkedIn® Page:** https://www.linkedin.com/company/territory-fox/ (1 employees on LinkedIn®) ### 16. [Xotigo](https://www.g2.com/products/xotigo/reviews) Xotigo is a leading provider of digital sales management software for the automotive supply, aerospace, and manufacturing industries. Our solutions are specifically designed to help Tier 1 and Tier 2 suppliers, OEM partners, and manufacturing leaders overcome challenges such as data fragmentation, inefficient sales planning, and outdated legacy systems. With the Xotigo solutions Sales Management Suite, Scenario Planning and Task-Flow Execution global suppliers have digitally transformed their sales processes – from opportunity management and scenario planning to contract and claim management. By unifying the entire sales lifecycle, Xotigo enables: ✓ Higher sales productivity through automation and collaboration, ✓ Full data transparency across forecasting, pricing, and contract performance, ✓ Intelligent insights that improve decision-making, margins, and supply chain resilience. Built on Salesforce, Xotigo’s solutions empower sales teams to reduce reporting efforts by up to 50%, achieve more accurate demand forecasting, and accelerate revenue growth by at least 10%. **Who Is the Company Behind Xotigo?** - **Seller:** [Xotigo](https://www.g2.com/sellers/xotigo) - **Year Founded:** 2017 - **HQ Location:** Düsseldorf, DE - **LinkedIn® Page:** https://www.linkedin.com/company/xotigo (8 employees on LinkedIn®) - **Ownership:** Xotigo GmbH ### 17. [Zaidyn](https://www.g2.com/products/zaidyn/reviews) Meet ZAIDYN®, the intelligent, cloud-native software platform that’s shaping the future of life sciences. See how our analytics, algorithms and workflows empower your people, transform your processes and create real change. **Who Is the Company Behind Zaidyn?** - **Seller:** [ZS Associates](https://www.g2.com/sellers/zs-associates) - **Year Founded:** 1983 - **HQ Location:** Evanston, Illinois, United States - **Twitter:** @ZSAssociates (5,995 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/zs-associates (16,346 employees on LinkedIn®) - **Phone:** 312-233-4800 ## What Is Sales Planning Software? [Sales Acceleration Software](https://www.g2.com/categories/sales-acceleration) ## What Software Categories Are Similar to Sales Planning Software? - [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i)