Account Plan Navigator
Account Plan Navigator is the leading account planning application which can be natively embedded into your CRM platform to transform your account planning process, drive account growth and align your organizational offering and strategy in line with your customers business objectives. Account Plan Navigator is build by Industry leading experts who have managed the account planning process with inputs from leading best practices at some of the worlds most admired companies. Get a 360 degree coverage of your account planning process with our experts who can help you set a comprehensive framework for account planning incorporating best practices for creation and adoption of account plans. With a world class application coupled with rapid deployment and effective change management strategy, we can institutionalize the account planning process and help you accelerate revenue growth.
Sales Forecast Navigator
Wouldn’t you like to see a 10% increase in Revenues. Want to find out how to increase your Sales Forecast Accuracy to over 95%. Ask us how? As William Deming once said, “In god we trust, all others must bring Data”, ForecastEra emphatically believes in the power of good data available at the right time in the right place. ForecastEra’s Data Driven Sales Forecasting and Quota Management solution empowers Reps and Manager with Insights and predictions that helps them forecast their Sales with confidence. Everything you need to run a world class sales cadence along with automated roll ups and flexible quota setting makes this a must have solution to grow your revenues and exceed your Forecasts.
Forecast Revenue, Expense or Key Performance Indicators and give Sales & Account Reps accurate Business Intelligence. Automate conversion of Deal Pipeline into Revenue Forecasts. Track Budget and Quotas and understand areas to improve performance. Exceed your Targets with Flexible Roll Ups, Version Control, Mitigation Planning and Real real-time Analytics. With ForecastEra Navigator’s KPI forecasting, you can now forecast and track custom KPIs like headcount, investments, Capex outflow or utilization from the CRM.
ForecastEra’s industry leading Business Intelligence and Analytics solutions helps you analyze your sales, marketing and revenue data to deliver actionable insights for improving performance. Sales, Marketing and Finance teams get an integrated platform to understand correlation of data across silos to provide insights to management.
Integrating Demand planning is one of the biggest drivers of profit improvement. Demand Navigator is a SAAS application that integrates with your CRM to get demand forecast through automated demand triggers. Improve your Sales and Operations Planning (S&OP) process through accurate sales inputs into your consensus planning.
For resource planning, Rez plan powered by Mintmesh helps you with resource planning, position management and candidate tracking with custom workflows and approvals that can be customized based on organizational rules. Rez Plan’s powerful AI engine helps with resource matching to select the best candidate for every position and optimizes staffing to maximize profits.
Assessing backlog of current orders and the associated run off is a key building block of a revenue forecast. ForecastEra™ Backlog Manager tracks financial backlog of undelivered revenues and allows you to forecast the run off from Backlog. It can also track non-financial backlog of undelivered product or resource orders which can be leveraged in production and inventory planning. Sales leaders can set alerts to replenish backlog based on set thresholds.
Compliance solution based on new GAAP Rules ( ASC 606).
Starting 2017 all public and non public entities will need to adopt new accounting rules which require disclosure of unfunded customer obligations ( Financial Backlog). Our solution helps you to achieve these disclosure requirements on time to meet the new GAAP rules.
Real Time Forecasting– Financial and Non-Financial
Native Salesforce ® app enables real time translation of pipeline into revenue
Automates calculation of financial backlog providing an indicator of firm business
Helps in identifying new business needs and sales capacity required to meet plan
Improves Organizational Productivity, forecast accuracy and ROI
Reduce administrative time for Sales Team by leveraging CRM for Financial planning
Save cost by eliminated need for external financial planning tools like Cognos, Hyperion Planning and SAP BPC
Bridges gap between Sales, Finance, HR and Operations
Identify Revenue gaps and implement mitigation strategies to meet quarterly targets
Improved demand and operational planning leads to cutting down lead time for fulfilling demand
Process Workflow and Automation
Correlate Operational drivers like Resource Forecasting, Customer Satisfaction, Utilization to outcomes
Driver based approach to planning with customizable forecast versions
Compliance solution based on new GAAP Rules ( ASC 606)
Starting 2017 all public and non public entities will need to adopt new accounting rules which require disclosure of unfunded customer obligations ( Financial Backlog)
Leverage Analytics for Financial and Operational Dashboards
Native app with financial and non financial KPIs makes it easier to integrate with SF Wave