Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Kiplot is a robust software solution for strategic and project portfolio management, aimed at consolidating strategy, planning, execution, capacity, and financial oversight into a single platform, enabling organizations to transform their strategic objectives into quantifiable business results. By linking strategic aspirations, funding, and delivery in real time, Kiplot empowers leaders to swiftly adjust priorities and distribute resources dynamically instead of depending on fixed annual planning processes. Additionally, it seamlessly integrates with various tools such as Jira, Azure DevOps, and ERP systems, ensuring a unified source of truth across both delivery and financial domains. The software offers enhanced portfolio planning features, which include OKR alignment, enterprise roadmaps, capacity and demand planning, risk and dependency management, Pareto-informed prioritization, and scenario modeling for predicting value and benefits aligned with an organization's roadmap. Furthermore, Kiplot’s customizable dashboards and real-time analytics provide leaders with clear insights into organizational performance and resource utilization, fostering informed decision-making. As a result, companies can maintain agility while navigating complex project landscapes and effectively achieving their strategic goals.
API Access
Has API
No
API Access
Has API
No
Integrations
Azure DevOps
No
Google Tag Manager
No
Jira
No
Microsoft 365
No
Microsoft Project
No
Microsoft Teams
No
Oracle Database
No
SAP 3D Visual Enterprise Generator
No
Salesforce
No
Integrations
Azure DevOps
Yes
Google Tag Manager
Yes
Jira
Yes
Microsoft 365
Yes
Microsoft Project
Yes
Microsoft Teams
Yes
Oracle Database
Yes
SAP 3D Visual Enterprise Generator
Yes
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
ForecastEra
Founded
2014
Country
United States
Website
forecastera.com
Vendor Details
Company Name
Kiplot
Founded
2015
Country
United Kingdom
Website
www.kiplot.com
Product Features
Account Planning
Account Segmentation
No
Account Tracker
No
Annual Account Plan
No
Communication Matrix
No
Competitor Stacking
No
Dashboard
No
Performance Metrics
No
Relationship Mapping
No
Trend Monitoring
No
White Space Analysis
No
Product Features
Project Portfolio Management
Budget Management
No
Collaboration
No
Dashboard
No
Issue Management
No
Milestone Tracking
No
Portfolio Management
No
Project Planning
No
Requirements Management
No
Resource Management
No
Status Tracking
No
Task Management
No
Time & Expense Tracking
No