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What is ForecastEra?

Account planning tools play a crucial role in analyzing customer and market information to devise strategies that boost client revenue. To kick off your journey, you can access a free account planning template. If you are on the lookout for a reliable and efficient way to develop plans for your strategic account clients, consider exploring ForecastEra’s extensive collection of account planning tools found in our Account Plan Navigator. These tools provide a systematic approach to pinpointing the best solutions for your key accounts, thereby ensuring they remain loyal customers. They also promote enhanced collaboration among different departments like sales, finance, and operations, while streamlining the revenue forecasting process. This not only allows you to dedicate more time to making informed decisions rather than hunting for essential information but also equips you with tools for real-time scenario planning and what-if analyses, preparing you for potential challenges ahead. By adopting these tools, organizations can not only optimize their account planning efforts but also significantly accelerate their growth trajectory. Ultimately, effective account planning is an ongoing process that can lead to sustained success and long-term client relationships.

What is DemandFarm?

DemandFarm provides three entirely Salesforce-integrated products designed to help businesses realize the complete revenue potential of their major accounts: The Account Planner serves as a comprehensive tool for streamlining account planning, discovering untapped opportunities, assessing competition, consolidating account intelligence, conducting both in-app and offline quarterly business reviews, and monitoring revenue impact indicators at the portfolio level. With the Org Chart product, users can effectively visualize intricate organizational structures, build detailed relationship maps tailored to specific opportunities, evaluate engagement frequency and effectiveness with key stakeholders, and devise targeted engagement strategies—all within a single interface. The Opportunity Planner allows for the application of various sales methodologies such as SPIN and MEDDIC, offering a flexible planning tool that enables precise scoring of opportunities for improved prioritization, the creation of opportunity-specific organizational charts, and the consolidation of all relevant information into one dashboard while confidently assigning next steps. Additionally, DemandFarm holds certifications for ISO/IEC 27001:2013 and ISO/IEC 27701:2019, and is compliant with SOC2 Type II standards, ensuring robust security and privacy measures. Discover why more than 15,000 users appreciate DemandFarm for managing their key accounts by visiting demandfarm.com, and see how these tools can transform your account management processes.

Media

Media

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Pipedrive
Salesforce
Zoho CRM

Integrations Supported

HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Pipedrive
Salesforce
Zoho CRM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ForecastEra

Date Founded

2014

Company Location

United States

Company Website

forecastera.com

Company Facts

Organization Name

DemandFarm

Date Founded

2016

Company Location

United States

Company Website

www.demandfarm.com

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Org Chart

Collaboration
Data Import / Export
Drag & Drop
Interactive Elements
Photos / Images
Publishing / Sharing
Templates

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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