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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
SoftExpert PPM software stands out as a highly versatile solution designed for the prioritization, planning, management, and execution of projects, portfolios, and various business initiatives. It seamlessly integrates into any project-centric application across an organization, addressing areas such as strategic investments, product innovation, service delivery, and six sigma initiatives, among others. This powerful software assists companies in completing projects within established timelines and budgets by empowering project managers and team members to enhance scheduling, optimize resource allocation, and ensure the timely achievement of milestones and deliverables. Additionally, it includes features for cost and revenue tracking, making it a comprehensive tool for financial oversight. The adaptable and modular suite encompasses various functionalities, including project planning, workforce allocation, document and quality management, risk assessment, process oversight, and service demand management, ensuring it meets diverse organizational needs effectively. With its broad range of capabilities, SoftExpert PPM software positions itself as an essential asset for any project-driven enterprise.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1000 one-time payment
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
SoftExpert
Founded
1995
Country
Brazil
Website
www.softexpert.com/solucao/project-portfolio-management-ppm/
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
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies