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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$1000 one-time payment
Free Trial Yes 
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 Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
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) Yes 
In Person Yes 

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 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 Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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