Best Sales Planning Software for Windows

Eliminate the use of spreadsheets and move to more advanced, best-in-class integrated enterprise planning solutions from Jedox. Jedox's integrated planning solutions combine enterprise planning, data analytics, and reporting that help organizations improve collaboration among teams, create accurate forecasts and analytics, and deliver greater process visibility and transparency. Jedox is accessible from any device and also comes with inbuilt integration.

Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes.

Contract manufacturing companies can track their field sales teams with OPAL CRM. It enables the sales representatives with comprehensive sales plans, their goals and maximize incentives. From banking to wealth management and capital markets to insurance, OPALCRM enables financial services firms to work cohesively across the front-office, middle-office, and back-office to develop deeper client relationships. Real Estate is a highly competitive market. Managing your sales pipelines, effective lead management and lead engagement, can lead to successful conversions. Corporate training institutions, skill-based training institutions and educational institutions, often have a challenge in managing their lead pipeline. OPAL CRM’s Lead Management Software helps these institutions in managing their leads and drive closures.

Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes.

Axtria SalesIQ™ is the leading sales planning and operations solution for the global life sciences industry that enables effective and motivated sales teams resulting in higher commercial success. With the sales rep role continually evolving to meet the demands of a complex commercial model, Axtria SalesIQTM empowers them to make intelligent decisions and reach the right customers at the right time with flexibility and agility. Seamlessly convert brand strategy into concrete sales plans through simulation and what-if analysis. Accelerate the launch of any drug or medical device for any therapeutic area with complete flexibility. Move from product-centric to customer-centric omnichannel interactions and engagement. Connect the dots between providers, territories, channels, and incentives. Strengthen decision making by leveraging clean, trusted data, from ingestion to insights.

Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts.

Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software.

Smart Demand Planner™ is a consensus demand planning and statistical forecasting solution available on Smart’s Inventory Planning and Optimization Platform, Smart IP&O. Smart Demand Planner, powered by the SmartForecasts® Engine, aligns strategic business forecasting at any level of your product hierarchy with granular forecasts of the item mix to improve forecast accuracy. It provides a statistically sound, objective foundation for your sales and operations planning process (S&OP). Smart Demand Planner’s collaborative workbench enables forecast overrides to be applied, imported, reviewed, and approved by authorized users driving the consensus plan. Forecast accuracy is measured, helping ensure that the best possible forecast is delivered to the business at both the aggregate and item mix levels. The result is more efficient sales planning, budgeting, production scheduling, ordering, and inventory planning.