What’s the key to smashing your targets this year?
You need to have the right sales planning tools to forecast, strategise, and execute.
This guide breaks down the 20 best platforms for sales planning, from territory mapping to revenue forecasting and resource allocation.
Whether you’re managing a global team or refining a regional playbook, there’s something here for you. 👇
1. Cognism
Cognism is a powerful sales planning software that enables ICP matching and target account planning.
With high-quality, intent-driven contact data and buyer signals, it helps GTM teams identify in-market accounts and plan sales outreach.
What makes Cognism stand out as a sales planning tool?
Sales managers love Cognism because it supercharges planning with up-to-date, quality data for decision-makers and companies.
Here’s how:
- Prioritise hot leads with real-time intent data and buying signals.
- Plan smarter territories using ICP filters and TAM insights.
- Accelerate deals by identifying decision-makers and their contact details.
- Sync data seamlessly into CRMs like Salesforce and HubSpot.
- Boost connect rates with verified, GDPR-compliant mobile numbers.
See the tool in action - take an interactive tour 👇
Key features:
- Sales Companion (Web App): Access a vast database of contacts, companies, and buying signals.
- Sales Companion (Browser Extension): Access company and contact details on LinkedIn and other platforms.
- Diamond Data®: Phone-verified mobile numbers for B2B contacts.
- Intent data by Bombora: Identify companies researching topics relevant to your business.
- Cognism AI Search: Find prospects with ChatGPT-style text or voice prompts.
- Cognism Enrich: Instant and scheduled CRM enrichment and on-demand CSV enrichment.
- Seamless integrations with CRMs and sales and marketing tools.
- International coverage: EMEA, NAM, APAC.
- Fully GDPR and CCPA-compliant data.
- Database checked and cleaned against global DNC lists.
- Fast and friendly support team.
- Unrestricted access to person and company-level data (subject to fair use policy).
Pricing:
Choose from two packages to suit your needs:
Grow (essential contact and company data) and Elevate (includes buying signals and intent).
2. Salesforce Sales Cloud
Salesforce remains the go-to CRM for strategic sales planning, especially for larger orgs.
It’s a top choice for mapping accounts, forecasting revenue, and managing distributed sales teams.
Key features:
- Customisable sales dashboards and real-time reports.
- Built-in AI forecasts with Einstein.
- Advanced pipeline filtering and tracking.
- Strong ecosystem of integrations and add-ons.
Pricing:
Plans start at $25 per user per month. Advanced forecasting requires higher-tier plans.
⚠️ Click the link to see how Cognism integrates with Salesforce.
3. HubSpot Sales Hub
A great option for mid-size teams looking to align CRM and sales planning without complexity.
Key features:
- Drag-and-drop sales forecasting.
- Sales playbooks for planning outreach.
- Pipeline automation and revenue reports.
- Team goal tracking and KPI dashboards.
Pricing:
Visit HubSpot’s website to book a demo or get started for free.
⚠️ Click the link to see how Cognism integrates with HubSpot.
4. Salesloft
Salesloft’s forecasting features are built into its Rhythm product, which is great for sales managers focused on execution.
Key features:
- Rep activity and sales cadence tracking.
- Deal gaps and slippage alerts.
- Pipeline review workflows.
- Rep-specific recommendations.
Pricing:
Visit the Salesloft website to book a demo and get a quote.
⚠️ Click the link to see how Cognism integrates with Salesloft.
5. Pipedrive
Pipedrive is a lightweight CRM that offers visual sales planning for SMB teams.
Key features:
- Revenue goal-setting and quota tracking.
- Visual sales pipelines.
- Customisable forecast fields.
- Sales team reporting dashboards.
Pricing:
Starts at $14 per user per month. You can also sign up for a 14-day free trial.
⚠️ Click the link to see how Cognism integrates with Pipedrive.
6. Outreach
Outreach isn’t just a sequencing tool; it offers strong pipeline health and predictive analytics for planning.
Key features:
- Forecasting module with rep activity tracking.
- Deal scoring.
- Sales velocity and funnel metrics.
- Revenue intelligence insights.
Pricing:
Custom pricing on request.
7. Clari
Clari is a powerful platform for enterprise resource planning.
It’s designed to help RevOps and sales teams accurately forecast, identify pipeline gaps, and prioritise key accounts.
Key features:
- Revenue forecasting with AI-powered predictions.
- Pipeline inspection dashboards.
- Account health scoring.
- Deal movement tracking and sales cadence optimisation.
Pricing:
Custom quotes based on seats and modules. Book a demo via the Clari website.
8. Gong Forecast
Gong is justly famous as a call recording tool. But its forecasting module is now a major asset for strategic sales leaders.
Key features:
- Forecasting with deal activity insights.
- AI-based risk detection.
- Side-by-side rep forecast vs. reality.
- Pipeline progression analysis.
Pricing:
Gong Forecast is sold as an add-on. Contact its sales team for pricing.
9. Anaplan
Anaplan is built for enterprise-level sales planning.
Used by global firms, it’s known for its dynamic business modelling and real-time forecasting.
Key features:
- Capacity, quota and territory planning.
- What-if scenario modelling.
- Integrations with Salesforce and SAP.
- Powerful UX for RevOps leaders.
Pricing:
Anaplan’s pricing is not publicly available. Book a demo via its website.
10. Monday Sales CRM
Ideal for SMBs looking for visual sales planning.
Monday helps teams organise outreach, targets, and timelines in a flexible board-based format.
Key features:
- Drag-and-drop pipeline builder.
- Customisable templates for goals and quotas.
- Built-in dashboards for KPIs.
- CRM system/project management hybrid functionality.
Pricing:
Monday offers a 14-day free trial of its CRM platform. Paid plans start at $10 per user per month.
11. Aviso
Aviso is an AI-based sales forecasting and pipeline management platform for mid-market to enterprise sales teams.
Key features:
- AI-based revenue forecasting.
- Opportunity scoring and risk analysis.
- Deal execution insights.
- Role-specific dashboards for sales leaders.
Pricing:
Custom pricing on request.
12. InsightSquared
A sales analytics platform built for data-driven planning.
InsightSquared connects to your CRM and turns raw data into actionable pipeline and revenue plans.
Key features:
- Prebuilt sales forecast dashboards.
- Quota attainment tracking.
- Conversion rate breakdowns by stage/rep.
- Data visualisations for coaching and planning.
Pricing:
Custom pricing on request.
13. Xactly
Xactly helps large sales orgs plan, model, and pay accurately. Best for teams managing complex commission and quota systems.
Key features:
- Territory and quota planning.
- Incentive compensation management.
- Forecast accuracy scoring.
- Audit-ready tracking and modelling.
Pricing:
Xactly’s pricing is not publicly available. Book a demo via its website.
14. Zoho CRM
Zoho CRM includes simple forecasting and planning features suited to smaller or scaling teams.
Key features:
- Sales target and quota planning.
- Role-based dashboards.
- Real-time pipeline updates.
- Basic forecasting by product or rep.
Pricing:
Starts at $20 per user per month. Visit Zoho CRM’s website to take advantage of a 15-day free trial.
15. People.ai
Built for GTM teams, People.ai provides visibility into pipeline health, rep efficiency, and forecasting.
Key features:
- Auto-capture of activity data.
- Revenue dashboards.
- Sales planning with engagement scoring.
- Coachable deal review tools.
Pricing:
People.ai’s pricing is not publicly available. Book a demo via its website.
16. BoostUp
BoostUp combines revenue forecasting and customer engagement tracking into one interface.
Key features:
- Deal-level and pipeline-level forecast visibility.
- AI-powered risk modelling.
- Team performance and quota dashboards.
- Integrations with Salesforce and Gong.
Pricing:
Custom pricing on request.
17. Varicent
Varicent is ideal for companies managing large, complex sales orgs.
Key features:
- Territory and quota planning.
- Performance incentive tracking.
- Data-driven modelling of compensation structures.
- Sales strategy alignment tools.
Pricing:
Visit Varicent’s website to take a virtual tour or book a demo.
18. Revegy
Revegy specialises in account-based sales planning and relationship mapping.
Key features:
- Account mapping and stakeholder tracking.
- Strategic account planning templates.
- Opportunity and white space tracking.
- Visual sales playbooks.
Pricing:
Custom pricing on request.
19. QuotaPath
Designed for fast-scaling teams to manage compensation and revenue planning.
Key features:
- Quota vs. attainment tracking.
- Commission forecasting and simulation.
- Easy rep onboarding and comp plan visibility.
- Finance and sales alignment.
Pricing:
Starts at $25 per user per month. You can also sign up for a 14-day free trial.
20. SetSail
Recently acquired by ZoomInfo, SetSail uses AI to help revenue teams focus on behaviours that drive growth.
Key features:
- AI sales activity scoring.
- Forecasting based on engagement, not gut feel.
- Team behaviour tracking.
- Integrations with Salesforce and HubSpot.
Pricing:
Contact sales for details.
FAQs
What are sales planning tools?
Sales planning tools are software platforms that help sales leaders and teams design, manage, and optimise their go-to-market strategy.
They support the entire planning process, from setting quotas and forecasting revenue to defining territories and allocating resources.
What are the common features of sales planning tools?
Here is a list of popular attributes:
- Revenue forecasting: Predict future sales based on pipeline and historical data.
- Territory planning: Strategically assign reps to particular accounts or regions.
- Quota setting: Align individual and team goals with overall business targets.
- Headcount/capacity modelling: Determine how many reps are needed to hit goals.
- Deal and pipeline analysis: Monitor sales funnel health and progression.
What are the benefits of sales planning software?
Account planning tools can bring numerous benefits to a business. Here are some of the most important:
More accurate forecasting
Plan with confidence using real-time pipeline and historical data insights.
Smarter territory and quota allocation
Ensure fair, efficient rep coverage and avoid overlaps or missed opportunities.
Faster, data-driven decisions
Replace spreadsheets and gut feel with dynamic models and dashboards.
Improved sales performance
Identify pipeline gaps, track progress, and optimise team productivity.
Better alignment across GTM teams
Keep sales, marketing, RevOps, and finance aligned around shared goals.
Scalability and scenario modelling
Simulate growth and headcount changes, or how to enter new markets before committing.
Higher rep productivity
Reps get clear plans, goals, and territory definitions, boosting their focus and execution.
How do I choose the right sales planning tool?
Ask yourself:
- Does it integrate with your CRM?
- Is it scalable as your team grows?
- Does it support custom reporting and flexible goal-setting?
- What support and onboarding is offered?
Pro tip:
Always request a demo, trial, or sandbox to test the features.
Get high-quality data for sales planning
Cognism gives sales leaders the clean, compliant, and intent-rich data they need to plan with precision.
Whether you’re planning territories, identifying in-market accounts, or building faster workflows, Cognism delivers up-to-date company and contact intelligence, including verified mobile numbers, technographics, and buying signals.
Click 👇 to find out more.
