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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.
Description
Kapta serves as a pivotal key account management tool designed to minimize customer turnover and foster sustainable growth. In challenging times, it is crucial to evolve from merely being a vendor to becoming an essential strategic ally. The software and methodologies provided by Kapta are tailored to help you achieve that transformation. With a well-established system, Kapta enables you to deepen your understanding of clients, respond promptly and effectively to their needs, and consistently showcase your value. By gaining comprehensive insights into your customers, you can formulate more accurate forecasts that benefit both parties. Additionally, you will be able to analyze the overall framework and culture within your client's organization, while also creating intricate profiles for each key contact. This allows you to grasp your customer’s goals and identify the elements that could either assist or obstruct their progress. Ultimately, Kapta empowers you to build stronger, more meaningful relationships with your clients, driving success for everyone involved.
API Access
Has API
API Access
Has API
Integrations
NationBuilder
Salesforce
Slack
Zapier
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1,000 per month
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
ForecastEra
Founded
2014
Country
United States
Website
forecastera.com
Vendor Details
Company Name
Kapta
Founded
2011
Country
United States
Website
kapta.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
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
Customer Success
Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management