ForecastEra empowers corporations to drive predictable revenue growth by finally connecting sales and finance. RESTON, VA – October 19, 2021 ForecastEra today announced a new seed round investment of $4.5 million, led by Ringbolt Capital. “This oversubscribed round signifies investors’ recognition of our triple-digit growth in a huge addressable market....
12 Reasons Why CFOs Need to Dump Excel for Revenue Forecasting ASAP
You’re in a destructive spreadsheet relationship, and this is an intervention to rescue you. This old relationship is actively sabotaging you in ways that you’re not seeing. Worse, it is making promises it will never deliver. Like many CFOs, I fell in love with spreadsheets when I was a teenager....
8 Revenue Forecasting Lessons, According to Loki
Should you hire the God of Mischief as your next CFO? As a CFO, I’ve found eight honest-to-goodness financial forecasting insights reflected in Marvel Studios’ Loki, a six-episode series currently streaming on Disney+. What does Loki have to do with the reasons we built an integrated system for CFOs like...
9 steps to Moneyballing Your Revenue Operations
I was listening to a sales podcast recently when one of the guests said he’d like to Moneyball his sales operations. Moneyballing is a goal that is often discussed, but in my experience, most companies don’t know how to do it right. In case you don’t know, Moneyball: The Art...
How to Drive Better Revenue Forecasting with AI
As a former CFO, I know that revenue forecasting is a heavy lift, even for high-tech companies that think they already have their finger on the pulse of the marketplace. For most companies, there are two cumbersome and time-consuming steps: Assemble data from across your organization, from disparate sources, data...
ForecastEra Announces Revenue & Sales Forecasting Suite
As a former CFO, I know that accurate, real-time forecasts can make or break a company. That’s why I’m thrilled to announce major updates to ForecastEra Revenue Forecast Navigator and ForecastEra Sales Forecast Navigator. Separately, each native Salesforce application delivered breakthrough forecasts. Now, we’ve made them even more powerful by...
The Best Key Account Management Tools for Sustained Business Growth in 2021
You’re saying it wrong.Whether you call it Account Planning, Key Account Management, or Strategic Account Planning, there is a simpler term that’s been around for ages: customer service.Don’t get distracted by the many available account planning tools (Altify, Revegy, Demand Farm, Prolifiq, or even ForecastEra’s Account Plan Navigator, which we...
ForecastEra Releases – Major AI Upgrade with Account Plan Navigator 3.1
RESTON, VA – 4/28/21 ForecastEra’s Account Plan Navigator, recognized by Gartner as one of only two account planning apps native to Salesforce, just got a major AI overhaul. As before, Salesforce enterprise users deploy ForecastEra’s Account Plan Navigator to scale up account planning best practices across their entire sales organization....
Sales Forecasting for the Financial Services Industry
Account planning is something all sales executives in the financial services industry dread. Forecasting a revenue outlook for your portfolio of clients, whether it’s a large multinational corporation or an individual person, can be a challenging process. A robust account plan will help a sales team fully understand the upcoming...
6 Ways to Successfully Adopt a New CRM
Implementing a new CRM seems like a daunting task, especially if your sales team is resistant to change. However, a good CRM can be the driver of a consistent sales process. Consistency is key when it comes to sales forecasting. Good leaders know the importance of defining, managing and executing...
5 Ways to Streamline Your Sales Process and Hit Your Sales Forecasts
The key to a strong pipeline is implementing and defining a clear and formalized sales process. According to a 2015 Harvard Business Review study, companies that have defined a sales process had 18% more revenue growth than companies that didn’t have a defined process. This shows the importance of defining,...
Renewal Automation Management FAQ
Losing clients costs U.S. companies $136.8 billion a year. Want a foolproof way to retain the best strategic account clients and the revenue they bring? Renewal automation is your answer. Renewal automation protects existing business by identifying renewals at risk before clients switch to a competitor. It also increases: Renewal...
Account Planning Tools
SUMMARY: Account planning tools analyze customer & market data to generate plans to build client revenue. Download your free account planning template.Looking for a fast, reliable way to develop plans for your strategic account clients?We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator.These account planning...
Relationship Mapping FAQ
Are you selling to the right people? How do you know? Enterprise purchasing decisions involve an average of seven stakeholders. How do you access the stakeholders in strategic account client organizations who can say "yes" to your sales proposals? First you need to know who the real players are. You...
Your Ultimate Guide to Account Planning
Because ForecastEra’s Account Plan Navigator is so popular with Salesforce teams, we get account planning questions all the time. If you’re an account planning beginner, we’ve written this guide answering the most popular account planning questions. If you have additional questions about how to incorporate account planning best practices, please...
Six Steps Making Digital Account Plans the Center of Your COVID-19 Response
For years, doing account plans a couple times a year worked well for enterprise sales teams. Usually, a sales director or manager would manually piece together some customer information, last quarter’s sales figures, and a handful of other reports to create a plan for major customer accounts and share it...
How to Align Finance and Sales Teams During a Crisis with Salesforce
It’s no secret that the coronavirus crisis is having a dramatic impact on businesses around the world, many of which are fighting just to stay alive. With sales revenues plummeting across nearly every industry, many businesses are left with more cash outflows than inflows and are struggling to keep costs...
5 Secrets to Better Customer Engagement During a Crisis
As a sales professional, you already know that customer engagement is imperative for long-term success and client value. Retaining and growing client accounts is cheaper and easier than replacing them. Strong customer engagement helps to maximize current revenue opportunities, and creates long-term value. None of this changes during a crisis...
Put Sales Operations in the Driver’s Seat for Forecasting
The key to a strong pipeline is implementing and defining a clear and formalized sales process. According to a 2015 Harvard Business Review study, companies that have defined a sales process had 18% more revenue growth than companies that didn’t have a defined process. This shows the importance of defining,...
Pharma Sales VPs: Get the Most Out of Your CRM
The key to a strong pipeline is implementing and defining a clear and formalized sales process. According to a 2015 Harvard Business Review study, companies that have defined a sales process had 18% more revenue growth than companies that didn’t have a defined process. This shows the importance of defining,...
Predictable Outcomes are Key to Sales Success
The key to a strong pipeline is implementing and defining a clear and formalized sales process. According to a 2015 Harvard Business Review study, companies that have defined a sales process had 18% more revenue growth than companies that didn’t have a defined process. This shows the importance of defining,...
Storytelling with Data and Sales Analytics
The key to a strong pipeline is implementing and defining a clear and formalized sales process. According to a 2015 Harvard Business Review study, companies that have defined a sales process had 18% more revenue growth than companies that didn’t have a defined process. This shows the importance of defining,...
5 Ways to Streamline Your Sales Process and Hit Your Sales Forecasts
The key to a strong pipeline is implementing and defining a clear and formalized sales process. According to a 2015 Harvard Business Review study, companies that have defined a sales process had 18% more revenue growth than companies that didn’t have a defined process. This shows the importance of defining,...
