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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 Effectmanager?

EffectManager is a comprehensive online platform for managing accounts, aimed at building trust and strengthening connections with key clients. It comes in three tailored versions, allowing organizations to enhance efficiency while avoiding unnecessary expenses on features they may not utilize. Built on a solid SaaS foundation, EffectManager adapts to the changing requirements of your business as it grows. The Basic version is complimentary and helps Key Account Managers transition from fragmented spreadsheets, freeing them to focus on strategizing and analyzing retail promotions, which ultimately increases profitability for all involved. The Pro version provides essential insights from point-of-sale data to sales and business analysts, enabling seamless integration of products and pricing directly from the ERP system. Lastly, the Enterprise version links Key Account Managers with the entire organization through a unified online platform, supporting sales forecasting, profit and loss analysis, customer reporting, and various hypothetical scenarios, thereby nurturing a collaborative environment that drives success. By offering these diverse options, EffectManager seeks to fulfill a wide range of organizational needs while fostering growth and operational effectiveness. This adaptability is crucial in today's fast-paced business landscape, where meeting client expectations is paramount.

Media

Media

Integrations Supported

SAP Business One

Integrations Supported

SAP Business One

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$56 per user per month
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

effectmanager

Date Founded

2013

Company Location

Denmark

Company Website

www.effectmanager.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

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Trade Promotion Management

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement Management

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