List of the Top 23 Sales Forecasting Software for Salesforce in 2026

Jiminny stands out as a premier Conversation Intelligence platform that captures and evaluates vital market insights through video, voice, and email communication. Utilizing advanced AI technology, it streamlines data entry into CRM systems, thus freeing up valuable time for your team and enhancing overall productivity. This allows revenue teams to concentrate on smarter selling techniques, leading to accelerated growth and a higher number of closed deals. The platform features an intuitive design and provides actionable insights, enabling managers to successfully nurture their teams while allowing executives to make informed, data-backed decisions with confidence. Users experience tangible ROI within just six months, thanks to a smooth onboarding process and an easy-to-navigate interface. By harnessing Jiminny's capabilities, your business can turn conversation intelligence into a significant catalyst for revenue advancement and long-term success.

monday CRM is a comprehensive AI-powered customer relationship management platform designed to help businesses manage and optimize their entire sales cycle. It centralizes all customer data, including leads, contacts, deals, and communications, into a single, unified workspace. The platform uses automation to handle repetitive tasks such as lead assignment, follow-ups, and data entry, allowing sales teams to focus on closing deals. It offers code-free customization, enabling users to tailor workflows, pipelines, and processes to fit their unique sales strategies. monday CRM provides real-time dashboards and reporting tools that give full visibility into sales performance and pipeline health. It includes AI-powered features that help predict outcomes, identify opportunities, and improve decision-making. The platform supports email sequences and mass communication tools to enhance engagement with prospects and customers. It integrates with over 500 applications, ensuring seamless connectivity with existing business systems. monday CRM is designed to support teams of all sizes, from small businesses to large enterprises. It improves collaboration by connecting sales, marketing, finance, and operations within one platform. The system also offers mobile access, allowing users to manage deals and activities on the go. It enhances efficiency by reducing manual work and improving workflow consistency. By combining AI, automation, and flexibility, monday CRM helps businesses increase revenue, improve customer relationships, and scale their operations.

Businesses engaged in B2B sales can benefit from utilizing an effective yet straightforward CRM solution. This tool streamlines customer relationship management by leveraging existing data to enhance customer interactions and boost sales performance. Designed to be user-friendly and visually appealing, it serves as a sales instrument that prioritizes user satisfaction while incorporating cutting-edge technology tailored for people. Ultimately, this CRM empowers small businesses to foster deeper connections with their clients and achieve greater success.

Gong is a powerful AI-driven revenue platform designed to help businesses consolidate their revenue processes and refine their engagement strategies. By seamlessly integrating with current CRM systems, it delivers comprehensive customer insights, precise forecasting, and enhanced sales performance. The platform empowers teams by providing analytical intelligence on customer interactions, reducing repetitive tasks, and boosting overall productivity. With innovative features such as Gong AI and the Gong Data Engine, organizations can optimize their operations, elevate sales training, and achieve better business results. Additionally, Gong’s focus on data utilization ensures that teams can make informed decisions to drive growth.

Salesloft offers a unified platform for sales teams, providing AI-powered solutions to streamline processes and enhance performance. Key features like AI-driven Rhythm, Cadence, and Deals help teams manage their sales pipeline, take timely actions, and optimize outcomes. With advanced forecasting, pipeline management, and real-time insights, Salesloft ensures that businesses can prioritize buyer signals and boost conversion rates. Trusted by top enterprises globally, Salesloft’s platform accelerates deal closures and improves sales operations, helping companies drive consistent, predictable revenue growth.

Ideal for organizations with an employee count ranging from 25 to 500 and annual revenues between $1 million and $100 million, OnPlan offers features that rival those of Adaptive Planning at just 15% of the cost. The onboarding process is streamlined, allowing businesses to get started in just days instead of the usual months. OnPlan seamlessly integrates with essential operational and financial systems like QuickBooks, Intacct, NetSuite, Salesforce, HubSpot, and others, enhancing visibility and transparency while facilitating effective benchmarking. The platform's four-way synchronization with Google Sheets, Microsoft Excel, and Airtable provides exceptional flexibility for users. You can leverage Excel formulas to create models directly within OnPlan, and there's the added convenience of downloading your models to Excel whenever necessary, ensuring you won't be confined to the OnPlan ecosystem. Moreover, OnPlan's robust scenario planning and budget versus actual (BVA) features empower you to analyze potential opportunities and challenges as your business evolves, making it an invaluable tool for strategic decision-making. This adaptability fosters a proactive approach to financial management, allowing companies to stay ahead in a dynamic market landscape.

Enhance the development of accurate planning models, reduce errors, and improve decision-making prowess. In light of the constantly changing landscape of your business, it is crucial that your planning and forecasting tools embody this fluidity. This is why Workday Adaptive Planning is designed with remarkable scalability, speed, and flexibility in its modeling and forecasting capabilities. Employ cutting-edge modeling approaches to stay ahead in areas such as finance, sales, and workforce planning. Foster seamless teamwork and quickly adapt to changes with built-in collaboration features. Improve business outcomes using interactive dashboards, clear data visualizations, and easy-to-create customizable charts that can be shared effortlessly. Take advantage of intuitive management, financial, and sales reporting software that is readily accessible in the cloud. Generate impressive, up-to-the-minute management reports with the Microsoft Office Suite and OfficeConnect, ensuring that your data is consistently up to date. Additionally, experience seamless integration with ERP, HCM, CRM, and various other data sources to enable quick, reliable, and accurate business planning, empowering you to make well-informed decisions with confidence. By leveraging these innovative tools, you can not only enhance your operational efficiency but also drive sustainable growth for your organization.

Board is an acclaimed decision-making platform suitable for organizations of varying sizes. It integrates business intelligence, corporate performance management, and business analytics into a single robust platform. This integration allows users to effortlessly create and manage applications in mere seconds without any coding required. Additionally, Board offers various deployment options, enhancing accessibility and enabling users to swiftly obtain the information they need. With its user-friendly interface and comprehensive features, it empowers organizations to make informed decisions more efficiently.

QuotaPath enhances accountability and ownership within revenue teams by facilitating automated tracking and managing compensation effectively. The platform empowers these teams to create highly customizable compensation structures, provide real-time commission forecasts, and present valuable insights through intuitive dashboards. Revenue operations, sales leaders, and finance departments depend on QuotaPath to streamline the creation and distribution of compensation plans, establish tailor-made quotas and acceleration tiers, and manage deal data, as well as override earnings and configure role hierarchies and permissions while forecasting revenue accurately. Our seamless CRM integrations with platforms like HubSpot, Salesforce, and Close ensure that data flows effortlessly into QuotaPath, allowing users access to the most current and precise deal information. Additionally, with features such as Payouts and specialized finance tools, we support operations, finance, and HR teams in efficiently managing month-end closing activities to audit, verify, and execute payouts without complications. In this way, QuotaPath not only optimizes compensation management but also fosters collaboration across various departments, driving overall business success.

SalesStreamliner enhances channel sales operations by automating monotonous sales duties while effectively linking partners across various channels through an integrated system. Empower your sales team with both confidence and productivity, allowing for the management of direct sales representatives alongside channel sales within a cohesive, conflict-free platform. This comprehensive solution simplifies the expansion of your business, enabling you to navigate multiple product lines and sales channels effortlessly. Consider it a complete toolkit for franchise business management, equipping your franchisees with essential resources for sales automation and growth. Entrepreneurs who thrive are adept at balancing numerous tasks, and SalesStreamliner supports this skill, letting you focus on selling and delivering outstanding customer service. Start your journey with the user-friendly SalesStreamliner turn-key solution in just five easy steps, and observe the remarkable changes in your sales processes. This innovative resource empowers you to optimize your efforts, paving the way for exceptional outcomes while fostering a culture of continuous improvement. With SalesStreamliner, your team will not only enhance productivity but also drive greater sales success.

eRep CPQ (Configure Price Quote) software enables manufacturers and distributors to streamline intricate quote-to-order workflows through a contemporary cloud-based platform. With eRep, sales teams can generate precise quotes swiftly and enhance their selling strategies, ultimately driving growth by expediting the onboarding process for sales representatives, improving customer interactions, and providing better business insights. Functioning as a standalone connector between your ERP and CRM systems, eRep is versatile and doesn’t require a specific ERP or CRM to utilize its CPQ features effectively. This tool supports the management of your sales pipeline through guided selling techniques and facilitates multi-channel sales, making it beneficial for independent representatives who assist in onboarding new team members more efficiently. Beyond conventional CPQ functionalities, eRep also offers selection software and the capability to generate product-specific documents, including technical drawings, which makes it particularly advantageous for manufacturers looking to optimize their sales processes. In addition, eRep's advanced features empower businesses to adapt to changing market demands with agility and precision.

SalesDirector.ai is a platform designed for B2B sales teams that specializes in capturing and providing insightful revenue data and analytics tailored for diverse revenue ecosystems. By gathering data from email and calendar activities of sales representatives and aligning this information with CRM data, the platform generates predictive insights regarding sales pipelines and representative behaviors. Users can access these insights directly within their CRM systems or visualize them through popular business intelligence tools like Tableau, Domo, Google Data Studio, Power BI, or Einstein Analytics. This capability empowers sales organizations to refine their opportunity pipelines, boost win rates, and enhance their overall revenue processes with dependable, data-driven insights. Renowned companies, including MongoDB, JD Power, Digital Map, and Wicresoft, have integrated SalesDirector.ai to elevate their sales strategies. By leveraging these advanced analytics, organizations can stay ahead in a competitive market and make informed decisions that drive growth.

Enhance your sales strategy by integrating it seamlessly with Salesforce through ClosePlan, which combines your sales techniques, processes, and methodologies directly within the platform. ClosePlan equips sales teams to prioritize essential activities such as comprehensive opportunity assessments, ensuring alignment with customer relationships, and executing the sales process effectively. With its intuitive drag-and-drop features, you can easily create organizational charts and customize opportunity qualification scorecards to fit any sales qualification model. This tool also enables the creation of standardized Sales Playbooks for different business units, along with the ability to design relationship maps, organizational charts, account maps, and influence maps within Salesforce. This visual representation helps you connect with key stakeholders among your customers and prospects, fostering vital relationships. The application is fully integrated into Salesforce and can be conveniently accessed through the AppExchange, making it perfect for account planning, deal evaluations, quarterly business reviews, and personalized coaching sessions. By leveraging your Salesforce contact records, you ensure that all relevant data remains centralized within the platform, which not only boosts collaboration but also streamlines efficiency across your sales initiatives. Additionally, this integration empowers sales teams to adapt quickly to changing circumstances and maintain a competitive edge in their markets.

Utilize your live pipeline and sales velocity metrics to obtain a more precise understanding of your organization's financial status, thus removing the hassle of unwieldy spreadsheets. Improve sales results by effectively tracking your progress toward objectives, while gaining an instantaneous view of your team, clients, and overall enterprise performance. By anticipating potential deal slippage early on, you can implement proactive strategies to minimize risks. Additionally, enhance the accuracy of your forecasting through better collaboration, increased accountability, and diminished dependence on assumptions. It is crucial to acknowledge that successful business strategies rely on forward-looking data, and those who concentrate too heavily on past financials may struggle to make educated decisions for future growth. Our goal is to equip businesses with the tools needed to make wiser choices by delivering valuable forward-looking information. We do this by uncovering hidden opportunities within your CRM data and maximizing its effectiveness to align with your goals. This forward-thinking methodology not only improves your decision-making capabilities but also lays the groundwork for enduring success in a dynamic marketplace, ensuring you remain competitive and adaptable. In a world where change is the only constant, having access to real-time insights can be the key differentiator for your business.

A B2B sales AI application from Salesforce enhances winning percentages, reduces sales expenses, and boosts Salesforce utilization. SalesChoice stands out as the leading and user-friendly AI insights platform for sales analytics, having been recognized with 17 prestigious industry awards. It aims to eliminate revenue unpredictability and inefficiencies faced by B2B sales organizations by delivering straightforward and accessible AI insights. With an emphasis on user-friendliness, these revolutionary insights are seamlessly integrated into your CRM and are designed to be easily comprehensible without the need for any formal training. SalesChoice is also unparalleled in its comprehensiveness, as it uniquely offers all critical perspectives, optimal subsequent actions, and pertinent information necessary for effectively steering your sales team throughout the entire revenue process. By intelligently identifying the most promising opportunities and steering clear of low-probability deals, SalesChoice empowers sales teams to focus their efforts where they are most likely to succeed. In essence, it provides a strategic advantage that can significantly transform the sales landscape for B2B companies.

Revegy offers a smart planning platform tailored for sales teams, enabling them to maintain alignment and cultivate relationships that significantly influence their key accounts. This innovative solution empowers teams to make data-driven decisions that lead to tangible results in their sales efforts.

Kepion is a cloud-driven business planning solution that integrates Microsoft Business Intelligence, offering a comprehensive platform for budgeting, forecasting, BI reporting, and user-friendly modeling technology, all in one centralized location, which allows organizations to tailor their planning applications to their operational needs. This software is suitable for businesses ranging from small to large enterprises and includes features such as custom applications, a complete BI platform, online accessibility, adaptable integration options, and real-time data processing capabilities. Kepion allows departments such as sales, finance, operations, marketing, and HR to create customized planning applications that align with their specific workflows, providing tools for review planning, sales forecasting, budgeting, workforce allocation, and project management. Users have the ability to explore 'what-if' scenarios and seamlessly integrate Kepion with their existing systems to automatically import data from ERP, CRM, or SCM platforms, facilitating comprehensive planning, monitoring, and data analysis on a unified dashboard. Additionally, the intuitive dashboards empower users to oversee and manage projects effectively, offering immediate access to critical performance metrics that support ongoing evaluation and decision-making processes. This innovative approach to business planning enhances collaboration across departments and drives more informed strategies for achieving organizational goals.

The Blueshift ONE platform seamlessly combines premier solutions for Total Performance Management, Total Profit Optimization, demand prediction, business analytics, customer engagement strategies, and financial planning. With the implementation of a true Integrated Business Plan, companies can attain a shared consensus forecast that encompasses all departments, enabling ongoing strategic decision-making. This unified platform equips senior management with the insights needed to make informed tactical and operational decisions, resulting in improved profitability and fortified customer relationships. Furthermore, the holistic design of this solution promotes a more integrated approach to business processes, ensuring that all facets of the organization work in harmony towards common objectives.

MoData serves as an automated business intelligence platform tailored for rapidly expanding companies aiming for growth. It offers a user-friendly visualization and delivers comprehensive insights into the sales team's historical performance, current status, future outlook, and potential opportunities. This enables quick access to essential information, empowering you to make informed and timely decisions. Considered the premier BI solution for small and medium-sized businesses, MoData is conveniently available as a ready-to-use package. Additionally, its seamless integration enhances efficiency and reduces setup time for users.

Outreach Commit, formerly known as Canopy, seamlessly integrates and evaluates all relevant data concerning your revenue team, ensuring that revenue leaders have access to crucial insights that stimulate consistent growth. The platform simplifies the forecasting process while diligently monitoring and analyzing variances for continuous improvement. By providing tailored evaluations, ongoing progress tracking, and thorough documentation, it enhances both efficiency and results. Essential questions about trends, risks, and historical performance can be addressed through snapshot reporting for any selected timeframe and dataset. This clarity allows you to manage your business with confidence, enabling managers to focus on what truly matters. By reducing the need for manual data analysis, you can redirect your attention towards broader strategic objectives. Empower your teams with instant answers, which helps them identify critical improvement areas and evaluate the return on investment for each initiative undertaken. A proactive approach with Outreach Commit not only boosts the productivity of every seller and their revenue achievements but also propels your business towards greater success. With this innovative tool, you are not merely responding to challenges, but instead, you are strategically guiding your team on the path to triumph while fostering a culture of continuous advancement.

TIMi empowers businesses to leverage their corporate data for innovative ideas and expedited decision-making like never before. At its core lies TIMi's Integrated Platform, featuring a cutting-edge real-time AUTO-ML engine along with advanced 3D VR segmentation and visualization capabilities. With unlimited self-service business intelligence, TIMi stands out as the quickest option for executing the two most essential analytical processes: data cleansing and feature engineering, alongside KPI creation and predictive modeling. This platform prioritizes ethical considerations, ensuring no vendor lock-in while upholding a standard of excellence. We promise a working experience free from unforeseen expenses, allowing for complete peace of mind. TIMi’s distinct software framework fosters unparalleled flexibility during exploration and steadfast reliability in production. Moreover, TIMi encourages your analysts to explore even the wildest ideas, promoting a culture of creativity and innovation throughout your organization.

Augmented Analytics, combined with actionable insights and predictive capabilities, significantly boosts business performance by enabling data-informed decision-making through a cloud-based platform tailored to meet the distinct needs of various organizations based on specific use cases. To determine the effectiveness of your pricing strategy, start with an initial assessment of your pricing optimization level by answering a few straightforward questions about your processes, which will yield a score highlighting potential improvement areas. Premoneo offers a robust array of solutions designed to efficiently oversee essential functions such as pricing, forecasting, and market segmentation. This innovative technology is regularly updated to adapt to changing market conditions, ensuring that your business remains competitive. Additionally, the modular architecture of the cloud solution allows for personalized adjustments to fit each client's unique requirements and can easily integrate into any pre-existing IT framework, thus boosting overall operational efficiency. By utilizing these advanced tools, companies can make substantial progress in refining their operational strategies while keeping pace with industry trends. Ultimately, embracing such technology not only fosters growth but also enhances the agility of businesses in a rapidly evolving marketplace.

Abacum is an advanced FP&A platform that leverages artificial intelligence to transform how finance teams handle planning, forecasting, and reporting. It brings all financial data, models, and workflows into a single, unified environment, eliminating silos and improving accuracy. Designed for fast-changing businesses, Abacum ensures that planning processes stay aligned with real-time operations and strategic goals. The platform tackles key challenges such as multiple data sources, slow model updates, and unreliable reporting outputs. Its AI-powered engine automates essential tasks like data cleaning, anomaly detection, classification, and forecasting, significantly reducing manual workload. Finance teams can build, adjust, and scale financial models quickly without needing technical expertise or external support. Abacum supports continuous and collaborative planning, allowing teams across the organization to contribute and stay aligned. It also offers powerful reporting features, including live dashboards, drill-down capabilities, and AI-driven summaries that explain performance trends. With extensive integrations, the platform connects seamlessly to existing tools and data systems, ensuring smooth data flow. Abacum enhances decision-making by providing accurate, real-time insights that stakeholders can trust. The platform is designed to scale with growing organizations while maintaining ease of use and flexibility. Overall, it empowers finance leaders to shift from reactive reporting to proactive, strategic planning.