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ease
features
design
support

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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

Collaborate seamlessly in real-time within Salesforce. Transform your sales and service approaches with best practice templates, integrated teamwork features, and immediate notifications. Working together has never been simpler, regardless of your location. Sales teams can effectively sell and finalize more transactions from any setting, while service teams are equipped to enhance customer support and swiftly address issues from wherever they are. Whether in an office, traveling, or seated at the dining table, you can easily share and engage in discussions about activities directly within Salesforce. Consolidate all your information, workflows, and discussions within Sales Cloud to avoid disorganization across emails, messaging platforms, and various documents. Create an environment in Salesforce where your teams can collaborate on strategies, review records, and evaluate reports. Each time you log into Salesforce, you’ll have immediate access to integrated documents and spreadsheets related to your data. Leverage templates to streamline essential business processes, such as account strategies and closure plans, ensuring your teams align effectively to meet customer needs. This collaborative approach not only enhances productivity but also fosters a stronger connection among team members, ultimately leading to improved outcomes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Allô
BluLogix
Boost.ai
Elastic Observability
Kinective Bridge
Lyftrondata
Mobile2CRM
Outgrow
Plecto
Quip
RadiantOne
Salesforce
Salesforce Data Cloud
Salesforce Marketing Cloud
Salesforce Service Cloud
Scoop Analytics
Taxi for Email
Toucan
Uptempo

Integrations

Allô
BluLogix
Boost.ai
Elastic Observability
Kinective Bridge
Lyftrondata
Mobile2CRM
Outgrow
Plecto
Quip
RadiantOne
Salesforce
Salesforce Data Cloud
Salesforce Marketing Cloud
Salesforce Service Cloud
Scoop Analytics
Taxi for Email
Toucan
Uptempo

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75 per user 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

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/products/anywhere/overview/

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

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Internal Communications

App Integration
Blogs
Chat/Messaging
Email Management
Employee Directory
Event Calendar
Newsletter Management
Photo Gallery
Social Sharing
Survey Management
Telephony
Video Chat
Voice Chat

Messaging

End-to-End Encryption (E2EE)
File Sharing
Groups / Channels
Payments
Search / Filter
Self-Destructing Messages
Stickers / GIFs
Threaded Discussion
Video Conferencing
Voice Calling

Team Chat

End-to-End Encryption (E2EE)
File Sharing
Groups / Channels
Payments
Search / Filter
Self-Destructing Messages
Stickers / GIFs
Threaded Discussion
Video Conferencing
Voice Calling

Team Communication

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

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