Best Sales Forecasting Software for Mid Size Business - Page 2

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

Utilise a financial modelling tool to forecast your cash flow, build budgets, create business plans, and model multiple scenarios.

Azurepath is an intuitive lead management tool designed to assist in the generation, organization, and enhancement of prospects. With its user-friendly drag-and-drop functionality, users can effortlessly monitor activities, maintain up-to-date leads, produce reports and forecasts, and automatically gain valuable insights in real time. By adopting the Azurepath solution, your sales team will never again lose track of a lead and will have access to comprehensive account histories, ultimately providing them with the competitive advantage they have long desired. This innovative software not only simplifies lead management but also empowers teams to make data-driven decisions with confidence.

eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers!

The #1 rated business planning and management software created to support the success of small businesses and entrepreneurs. Creating a dynamic business plan is easy in LivePlan. Step-by-step guidance, examples, and expert support help you create a professional plan with all the details a lender or investor expects to see. No need for complex spreadsheets or formulas. LivePlan's automated financials and built in equations mean you spend less time number crunching and checking for accuracy, and more time focused on the things that matter. Sync with Quickbooks or Xero to quickly create budgets, forecasts, and financial statements using your real data. Access industry benchmarks to see how your business is performing and where you can improve compared to similar businesses of your size and focus. With the ability to create multiple financial scenarios and projections, you'll be able to see how decisions you make in your business today - affect the future. Confidently answer questions such as: - How will I use this funding to grow my business? - When should I hire more employees? - Should I open another location? Be a more confident business owner and strategically manage your business from day one - onward.

Tenzo provides comprehensive visibility into every facet of your business operations, enabling you to make quicker and more informed decisions. With the ability to analyze sales, labor, employee performance, and inventory, you can uncover potential growth opportunities. Harnessing the power of machine learning, Tenzo helps you forecast accurately, ensuring you always order the correct quantities, minimize food waste, and maintain optimal staffing levels. The platform seamlessly integrates with all leading POS systems, staff scheduling tools, inventory management, and review platforms, which enhances communication, reduces time spent on tasks, and decreases the likelihood of errors. Our state-of-the-art platform delivers the insights you need in real time, providing AI-generated alerts and reports directly to your phone or email. Designed with mobile accessibility in mind, Tenzo allows you to monitor your business from anywhere—whether you’re at home, commuting, or enjoying a day at the beach. Additionally, our AI proactively sends urgent notifications, allowing you to unwind with the peace of mind that nothing important will slip by. With Tenzo, you're not just managing your business; you're empowering its future growth.

Streamline is the world’s leading Supply Chain Planning Platform with Dynamic Simulation. We help companies make accurate decisions faster. Our product modules: Demand Forecasting - automatic demand forecasting by product and store. Forecasting seasonal and new products, holidays, promotions, and price elasticity. Inventory Planning - avoid unnecessary overstock while ensuring you have sufficient inventory levels to cover future demand on time. Production Planning - reduce the number of orders and save on transportation costs. Material Requirements Planning - plan of material requirements based on the demand forecasts of finished products and a bill of materials (BoM). Supply Planning - control over the entire supply chain. IBP (Integrated Business Planning) - account for calendar events like holidays and day-offs and promo events easily. Dynamic Simulation - use what-if scenarios to stress-test your supply chain. S&OP (Sales & Operations Planning) - align sales forecasts with operational plans across all departments within an organization. Inter-site Optimization - plan replenishment for a system of warehouses mixing distribution center function and direct supply in all combinations. AI Forecasting

SalesDirector.ai, a revenue data platform for B2B sales organizations, captures and delivers intelligent sales data and analytics to all revenue stacks. We collect email and calendar data from sales rep activity, and cross-reference that data with CRM data to provide predictive insights about their pipelines and behavior. These insights can be delivered directly to their CRM, or visualized in their favorite BI software (Tableau, Domo Google Data Studio, Power BI, Power BI, or Einstein Analytics). These predictive insights can help sales organizations optimize their opportunity pipelines, increase win-rates, and power their entire revenue stream with reliable, intelligent sales data. Leading companies such as MongoDB and JD Power, Digital Map and Wicresoft use SalesDirector.ai.

The mobile application serves as a comprehensive portal for executives to utilize L Connectt while navigating their daily sales responsibilities on the go. Through this platform, sales representatives receive timely notifications, reminders, and essential communications related to their sales efforts. It seamlessly captures pertinent data concerning sales activities without interrupting the users' workflow. Additionally, the Apple Watch functions as an extension of the app, streamlining the execution of sales tasks. This allows for simple actions to be quickly completed and recorded, significantly minimizing the need for manual data entry. Furthermore, browser access offers in-depth analytics and reporting capabilities. Managers are empowered to create, schedule, and disseminate sophisticated business intelligence directly from this portal. The system supports multi-centered process cycles adaptable to various industries, products, or market conditions. AI-driven lead and process assignment ensures optimal conversion rates and maximized sales revenue. Users can also monitor real-time insights into optimal work practices, resource availability, and achievement of targets, enhancing overall productivity. This multifaceted approach ultimately fosters a more efficient sales environment.

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Trigerz platform, a 100% Salesforce Native app, helps sales teams keep track of revenue-generating tasks. It drives the right behaviors so that managers and executives can focus on coaching and executing strategy. Trigerz are notifications that are generated by an event, situation or action. These can be sent to your teams to provide insights and help you drive the right behavior, whether you're calling, managing opportunities, prioritizing tasks or calling.

EffectManager is an online account management platform designed to establish trust and enhance relationships with your most important clients. It offers three distinct versions to allow your organization to operate more efficiently without incurring unnecessary costs for unused features. Built on a robust SaaS architecture, EffectManager scales alongside your business as your needs evolve. The Basic version is free and assists Key Account Managers in moving away from disjointed spreadsheets, allowing them to dedicate more time to planning and analyzing retail promotions, which ultimately boosts profitability for all stakeholders. The Pro version equips sales and business analysts, along with Key Account Managers, with critical insights derived from point-of-sale data and enables seamless integration of products and pricing directly from the ERP system. Finally, the Enterprise version connects Key Account Managers with the entire organization through a single online tool that facilitates sales forecasting, P&L analysis, customer reporting, and various "what if" scenarios, fostering a collaborative environment that drives results. With these options, EffectManager aims to meet diverse organizational needs while promoting growth and efficiency.

ValQ is a lightweight, server-less, multi-purpose, lightweight application that runs on Power BI. It supports use cases such as budgeting, forecasting and time series forecasting. It allows enterprises to run simulations, plans and analyses in a visually appealing and intuitive way. It can be used in a variety of departments and functions. It is designed to meet the analysis and decision-making needs for business users and executives, without any dependence on IT.

Cenario empowers startup founders and business owners to effortlessly manage their finances and cash flow using machine learning technology. With the ability to analyze, simulate, and plan various scenarios based on real-time data, we aim to support your business growth effectively. Our dedicated team comprises seasoned entrepreneurs and innovators committed to creating a product that helps businesses understand their financial metrics, make informed decisions, and ultimately achieve success. When developing our product, we prioritize providing an exceptional customer experience above all else. We take pride in our capacity to build features and functionalities that resonate with our users. By emphasizing data-driven decision-making, we simplify your next eCommerce choice through the identification of trends in your financial data, enabling you to narrate your financial story for the future. In just a matter of seconds, you can connect all available marketing and outreach data points, allowing you to concentrate on what truly matters while integrating everything into a cohesive data source. Our mission is to transform the way businesses perceive and manage their financial landscape, ensuring they are equipped for sustainable growth.

Leverage your live pipeline and sales velocity metrics to gain a clearer insight into your company's financial health, eliminating the need for cumbersome spreadsheets. Enhance sales outcomes by accurately monitoring progress towards goals, while obtaining a real-time overview of your team, clients, and overall business performance. By identifying potential deal slippage ahead of time, you can take proactive measures to mitigate risks. Furthermore, boost the precision of your forecasting through improved collaboration, heightened accountability, and reduced reliance on assumptions. We understand that effective business strategies hinge on forward-thinking data, and recognize that those who focus excessively on historical financials may find themselves ill-equipped to make informed decisions for growth. Our mission is to empower businesses to make smarter choices by providing them with essential forward-looking data. We achieve this by revealing untapped potential within your CRM data and optimizing its utility to support your objectives. This proactive approach will not only enhance your decision-making process but also pave the way for sustainable success in an ever-evolving market.

FunnelTap is a powerful tool designed for monitoring and predicting the performance of marketing and sales funnels. The platform enables users to devise various campaign scenarios and modify different factors to observe their effects on the funnel's success. For instance, if you invested $20,000 in Google Ads, resulting in 45 leads and 5 customers, you might wonder how an increase in cost-per-click (CPC) from $6 to $9 would alter those results. Additionally, consider the implications of ramping up your budget to $75,000 in the next quarter or increasing your average deal size. FunnelTap allows users to save these hypothetical situations for later analysis, making it easy to compare them against actual campaign outcomes. Tracking is essential for improvement, and with FunnelTap, you can effectively monitor your funnel's conversion rates and create forecasts based on varying parameters. By modeling elements like budget, conversion rates, CPC, and customer value, you can explore multiple scenarios. Furthermore, keeping all your essential metrics easily accessible will help you visualize both the most favorable and least favorable outcomes, empowering you to make more informed decisions for your marketing strategies.

Data automation allows you to save time and allow you to analyze your entire business holistically. Transform insights into decisions and forecast with confidence. Finmark is used by hundreds of businesses from BILL to make faster financial decisions and better financial decisions. Finmark makes financial planning easy and saves you hours of data entry Finmark can provide you with the strategic insights that you need to make the best growth decisions. You can say goodbye to version control nightmares, and the hassle of chasing down data from different teams. Finmark provides a single source of real-time information to share and manage your financial plan with both internal and external stakeholders. You can easily collaborate, gather feedback, and share what each user requires while protecting sensitive information. Finmark integrates seamlessly with your entire stack to automatically reconcile your actuals. Integrations include Quickbooks & Xero accounting software, Stripe payment processors, and payroll such as Gusto & ADP.

Forecisely™ is an application for Supply Chain Planning that offers a simple, affordable and easy to use solution for planning problems in small to medium-sized businesses and ecommerce. It is a multi-platform software application that runs on mobile phones and tablets, laptops and desktops with all popular operating systems.

Inventoro offers AI-enhanced solutions for sales forecasting, optimizing replenishment, and managing inventory according to industry standards. By utilizing our platform, you can reduce purchases while increasing sales efficiency. Adhering to our expert recommendations allows you to minimize inventory levels, freeing up cash flow to invest in growth opportunities. Streamlining your product portfolio ensures that you focus on items that contribute the most to your profits. Additionally, our system automates ordering processes, significantly cutting down the time spent on stock replenishment. Maintaining consistent product availability not only boosts your business performance but also enhances customer satisfaction. Our inventory data seamlessly integrates with a variety of partnering platforms, providing a cohesive experience. A suite of sophisticated algorithms collaborates and competes to deliver real-time, precise forecasts tailored to your needs. By merging established mathematical techniques with advanced deep learning, we enable these algorithms to vie for optimal performance, continuously improving Inventoro's effectiveness. As a result, the relentless pursuit of competition among the algorithms contributes to ongoing enhancements, ensuring that your business remains at the forefront of innovation.

A sales performance management solution tailored for HubSpot users is here to enhance your sales strategy. By leveraging your historical HubSpot data, you can effectively plan your sales approach and set realistic targets. Optimize your sales capacity management with well-structured hiring timelines to ensure you meet your goals. Avoid unexpected challenges at the end of the quarter by employing various forecasting techniques. Implement what-if scenarios to strategically allocate resources for maximum efficiency. Extract valuable sales insights from HubSpot that can guide your decision-making process. With access to predefined planning templates and dynamic assessments of goal feasibility, you can streamline your strategy. Harness AI and predictive forecasting capabilities to achieve precise projections for future sales. Keep a close eye on essential sales performance metrics in real-time, enabling you to make informed adjustments swiftly. Identify performance gaps related to personnel, processes, and pipelines without the need for extensive report analysis. Evaluate your current sales capacity and automatically determine the additional resources required to meet your sales targets. Additionally, track the progression of your sales pipeline in real-time to quickly identify and address potential bottlenecks that could hinder your success.

QVANTUM is a sophisticated cloud-based operational planning solution designed to help organizations enhance their financial, workforce, and sales planning efforts. It provides seamless integration with current ERP, BI, and HR systems, fostering effective collaboration among various departments on a centralized platform. Equipped with robust tools for predictive forecasting, cost center oversight, and ESG reporting, QVANTUM delivers real-time insights that aid in informed decision-making. The platform reduces reliance on Excel by offering tailored templates, automated workflows, and stringent rights management to uphold compliance and protect data. Featuring an easy-to-navigate interface reminiscent of Excel, it significantly reduces the training required for users, while its scalable architecture ensures it grows alongside the business. Compliance measures are based on detailed rights assignments and automatic data backups, ensuring a secure operational environment. Additionally, it provides connections to all major ERP, BI, and HR systems to streamline processes further. This comprehensive functionality makes QVANTUM an indispensable tool for modern enterprises striving for efficiency and agility.

Overseeing your sales pipeline can often feel like a daunting and laborious task, but Tubular, a comprehensive platform designed for sales tracking, collaboration, and workflow management, transforms this experience. This user-friendly solution equips sales teams with tools that effortlessly gather leads, enabling a concentrated effort on sealing deals. Among its many features are the ability to track leads from various sources, triangulate data for better insights, seamless integration with other tools, and support for multiple users collaborating effectively. With Tubular, the selling process becomes not only more efficient but also enjoyable and dynamic, reinvigorating your team's approach to sales. Ultimately, this innovative platform not only enhances productivity but also fosters a more engaging sales environment.

Vena Solutions provides an all-encompassing platform for financial planning and analysis (FP&A) that works harmoniously with Microsoft Excel. This innovative platform empowers companies to enhance their budgeting, forecasting, reporting, and financial closing activities through the use of AI-driven automation. By facilitating real-time collaboration, offering customizable workflows, and featuring user-friendly dashboards, Vena enables organizations to make well-informed decisions, boost operational efficiency, and ensure regulatory compliance. Additionally, Vena's compatibility with Microsoft 365 applications along with its robust data transparency capabilities delivers a unified source of truth for financial operations, making it an excellent choice for businesses, regardless of their size. With its focus on enhancing financial processes, Vena Solutions stands out as a valuable tool for organizations looking to streamline their financial management practices.

DealCloud offers a comprehensive platform for managing deals, relationships, and firms, specifically designed to streamline the dealmaking journey for capital markets companies—from strategic planning to deal origination and execution. Our tailored solutions cater to firms of any size, enhanced by a range of data partner integrations and system APIs that optimize your current technology investments. By scheduling a demo, you can discover how DealCloud can benefit your team. To date, we have empowered over 25,000 active capital markets professionals with the tools necessary to enhance their effectiveness and competitiveness in the industry. Our financial services software is developed with insights from experts across various sectors, and we invite you to reach out for a demo to see how it can meet your needs. Join us to explore the innovative capabilities that can elevate your firm's performance in the dynamic capital markets landscape.

Netstock is a leading supply chain planning software trusted by 2,200 customers globally to optimize their planning. Netstock's cloud-based solutions enable businesses to be agile, responsive, and profitable. Each solution integrates with leading ERPs and leverages enhanced analytics so you can quickly respond to market change and make the best supply chain planning decisions for your business. NOTE: NETSTOCK requires you to have an ERP system. Check out our website to see a complete list of the top ERP's that we integrate with.