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Description
Through comprehensive and user-friendly account evaluations directly within Salesforce, this innovative tool provides a distinctive management perspective on performance metrics for all significant accounts, while empowering strategic account managers with an optimal environment to navigate the intricate process of long-term account growth. The exceptional features of ARPEDIO Account Management include: - Seamless integration with Salesforce - Insight into your key account health score with comparative analysis across accounts - Prompt identification of any deficiencies in account assessments, accompanied by clear, actionable recommendations - Flexibility to adapt to any specific terminology and methodology. Furthermore, this tool integrates with our broader Account-Based Selling Platform, which also encompasses resources for Relationship Mapping, White Space Analysis, and Opportunity Planning, thereby enhancing strategic engagement with clients.
Description
Account planning tools are essential for examining customer and market data to create effective strategies aimed at increasing client revenue. You can download a complimentary account planning template to get started. If you're seeking an efficient and dependable method to craft plans for your strategic account clients, consider utilizing ForecastEra’s comprehensive suite of account planning tools available through our Account Plan Navigator. These tools facilitate a strategic methodology for identifying optimal solutions for your key accounts, ensuring their retention as loyal customers. Enhance collaboration across various departments such as sales, finance, and operations, while automating the process of revenue forecasting. This allows you to focus on making informed decisions instead of spending time searching for necessary information, and also offers capabilities for real-time scenario planning and what-if analyses to better prepare for future uncertainties. By implementing these tools, businesses can streamline their account planning processes and drive overall growth effectively.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Pricing Details
$25 USD/user/month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ARPEDIO
Founded
2012
Country
Denmark
Website
arpedio.com
Vendor Details
Company Name
ForecastEra
Founded
2014
Country
United States
Website
forecastera.com
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Org Chart
Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis