Best Sales Planning Software - Page 3

GSP Account Planning

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

AlignMix

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.

Average Rating: 5.0/5.0

Total Reviews: 1

ARPEDIO

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

Modus Planning

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

MoneyMap

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

Botree SFA

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.

Crush: Account Planning Software

CRUSH by Prolifiq is account planning and relationship mapping built entirely inside Salesforce. Every plan, map, and objective lives on native Salesforce objects, so the data is reportable, dashboard-ready, and always in sync with your CRM — not stranded in slides or spreadsheets. Sales teams use CRUSH to map the full buying committee on a drag-and-drop relationship map, identifying champions, blockers, and decision-makers while scoring influence and support with color coding to multi-thread complex deals. Structured account plans give every key account a single native home for hierarchy, overview, SWOT, whitespace, relationships, and strategy. Because CRUSH pulls the full parent-child account tree directly from Salesforce, its cross-sell grid automatically fills with closed-won and open pipeline, exposing cross-sell and upsell whitespace at a glance. Account strategy connects to real execution: objectives and tasks carry owners and due dates and surface automatically in each rep's standard Salesforce task list — no plugin and no separate tool to maintain. Managers get visibility through a configurable plan health score per account, tracking score, trend, and at-risk accounts on native dashboards, with subsidiaries rolling up into master account plans. For active pursuits, opportunity plans run a pursuit-specific plan on any Salesforce opportunity, complete with relationship map and engagement matrix, and support any methodology — MEDDIC, BANT, Sandler, Challenger, or custom. Key capabilities: *Relationship Maps with influence/support scoring and buying-committee visualization *Structured Account Plans on fully reportable native objects *Account Hierarchy & Whitespace with automatic cross-sell/upsell surfacing *Objectives and tasks that flow into native Salesforce task lists *Configurable Plan Health Score & ROI tracking with manager dashboards *Opportunity Plans and Engagement Matrix supporting any sales methodology

EasyTerritory for Dynamics 365 for Sales

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.

InnoVyne

https://innovyne.com/ InnoVyne Technologies is a leading Sales Performance Management (SPM) consultancy, helping organizations design, implement, and optimize their performance management solutions.  We specialize in Incentive Compensation Management (ICM), Territory & Quota Planning, Financial Planning & Budgeting, and Analytics and Reporting, and AI-driven sales performance optimization.  More About Us - Platform-Agnostic Expertise:  We work with Varicent, Xactly, CaptivateIQ, Anaplan, Pigment, and more, ensuring your business gets the best-fit solution for its needs.  - Full Lifecycle Consulting: From strategy and technology evaluation to implementation, managed services, and more, we provide end-to-end support. - Trusted by Industry Leaders: We have more the 15 years and 200+ successful implementations worldwide and across industries, strictly through word of mouth!  Why Choose InnoVyne? We are not just systems integrators. We are performance architects. Our deep expertise in SPM and operational performance optimization ensures your compensation, quota, and forecasting models align with business goals.  - Governance & Strategy First: We don’t configure software; we ensure your incentive structures, quota models, and financial planning are built for success. This starts with strategy and the right people in the right seats. - Seamless Implementation: Whether you're adopting ICM, Sales & or Territory Planning, we handle requirements gathering, system builds, and rigorous testing to ensure a smooth rollout. - Operational Support & Optimization: We provide hypercare, managed services, and admin support, so your system remains effective as your business evolves. - Data-Driven Decisions: Our expertise in reporting, analytics, and AI enablement ensures your performance management model is always optimized.

LINEN.CLOUD

LINEN Cloud is a Sales Performance Management platform focused on territory design, quota planning, capacity planning, and compensation management. It's built to replace the mix of spreadsheets and disconnected tools most RevOps and Finance teams currently rely on to run planning cycles. Key differentiators include: 100% no-code configuration, no implementation partners, consulting retainers, or change-order queues required to deploy or maintain the platform Prebuilt planning capabilities across territory, quota, capacity, and comp, ready to configure rather than built from scratch, which is typically what drives the 4 to 6 week deployment timeline versus 6 to 12 months for legacy tools Native bidirectional integrations with Salesforce and Snowflake, so data flows both ways and plans stay synced with the systems teams already run on Governed by design, with versioned plans, approval workflows, full audit logs, and data-level permissions, every answer traces back to the underlying transaction rather than a model guess Built for the AI era, with native MCP support that lets teams connect LINEN's planning data directly to their existing AI stack (Claude, GPT, or others) with governance intact RevOps and Finance teams use LINEN Cloud to align GTM planning with forecasting, reporting, and compensation, cutting the manual work that typically eats into planning season and freeing up time for higher-value strategic work.

Nomadia Territory Manager

Pitchable Analytics

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.

Revcast

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

Sales Capacity Planner

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.

Territory Fox

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.