ForecastEra

AI-Powered Revenue-to-Operations Lifecycle Platform

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Overview

ForecastEra provides a suite of AI-powered applications built on the Salesforce platform. Their solutions cover the entire revenue-to-operations lifecycle, including strategic account planning, sales forecasting, and territory management. The account planning module helps teams collaborate on strategies, track goals, and identify whitespace opportunities within their key accounts, all without leaving Salesforce.

✨ Key Features

  • Account Planning
  • Sales Forecasting
  • Territory & Quota Management
  • Revenue Operations
  • Salesforce Native

🎯 Key Differentiators

  • Covers the full revenue lifecycle from planning to operations
  • Strong AI-powered forecasting capabilities
  • 100% Salesforce native

Unique Value: Connects strategic account planning directly to forecasting and revenue operations, creating a more aligned and predictable revenue engine on Salesforce.

🎯 Use Cases (4)

Strategic Account Planning Sales Forecasting Revenue Operations Sales Territory Management

✅ Best For

  • Automating and improving the accuracy of sales forecasts.
  • Creating collaborative and data-driven account plans in Salesforce.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Companies not using Salesforce
  • Teams looking for a standalone KAM tool

🏆 Alternatives

Clari Gong Altify

Provides a more holistic solution that links planning to operational realities like forecasting and territory management.

💻 Platforms

Web (within Salesforce)

🔌 Integrations

Salesforce (Native)

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing
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