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. 👇
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.
Sales managers love Cognism because it supercharges planning with up-to-date, quality data for decision-makers and companies.
Here’s how:
See the tool in action - take an interactive tour 👇
Choose from two packages to suit your needs:
Grow (essential contact and company data) and Elevate (includes buying signals and intent).
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.
Plans start at $25 per user per month. Advanced forecasting requires higher-tier plans.
⚠️ Click the link to see how Cognism integrates with Salesforce.
A great option for mid-size teams looking to align CRM and sales planning without complexity.
Visit HubSpot’s website to book a demo or get started for free.
⚠️ Click the link to see how Cognism integrates with HubSpot.
Salesloft’s forecasting features are built into its Rhythm product, which is great for sales managers focused on execution.
Visit the Salesloft website to book a demo and get a quote.
⚠️ Click the link to see how Cognism integrates with Salesloft.
Pipedrive is a lightweight CRM that offers visual sales planning for SMB teams.
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.
Outreach isn’t just a sequencing tool; it offers strong pipeline health and predictive analytics for planning.
Custom pricing on request.
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.
Custom quotes based on seats and modules. Book a demo via the Clari website.
Gong is justly famous as a call recording tool. But its forecasting module is now a major asset for strategic sales leaders.
Gong Forecast is sold as an add-on. Contact its sales team for pricing.
Anaplan is built for enterprise-level sales planning.
Used by global firms, it’s known for its dynamic business modelling and real-time forecasting.
Anaplan’s pricing is not publicly available. Book a demo via its website.
Ideal for SMBs looking for visual sales planning.
Monday helps teams organise outreach, targets, and timelines in a flexible board-based format.
Monday offers a 14-day free trial of its CRM platform. Paid plans start at $10 per user per month.
Aviso is an AI-based sales forecasting and pipeline management platform for mid-market to enterprise sales teams.
Custom pricing on request.
A sales analytics platform built for data-driven planning.
InsightSquared connects to your CRM and turns raw data into actionable pipeline and revenue plans.
Custom pricing on request.
Xactly helps large sales orgs plan, model, and pay accurately. Best for teams managing complex commission and quota systems.
Xactly’s pricing is not publicly available. Book a demo via its website.
Zoho CRM includes simple forecasting and planning features suited to smaller or scaling teams.
Starts at $20 per user per month. Visit Zoho CRM’s website to take advantage of a 15-day free trial.
Built for GTM teams, People.ai provides visibility into pipeline health, rep efficiency, and forecasting.
People.ai’s pricing is not publicly available. Book a demo via its website.
BoostUp combines revenue forecasting and customer engagement tracking into one interface.
Custom pricing on request.
Varicent is ideal for companies managing large, complex sales orgs.
Visit Varicent’s website to take a virtual tour or book a demo.
Revegy specialises in account-based sales planning and relationship mapping.
Custom pricing on request.
Designed for fast-scaling teams to manage compensation and revenue planning.
Starts at $25 per user per month. You can also sign up for a 14-day free trial.
Recently acquired by ZoomInfo, SetSail uses AI to help revenue teams focus on behaviours that drive growth.
Contact sales for details.
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.
Here is a list of popular attributes:
Account planning tools can bring numerous benefits to a business. Here are some of the most important:
Plan with confidence using real-time pipeline and historical data insights.
Ensure fair, efficient rep coverage and avoid overlaps or missed opportunities.
Replace spreadsheets and gut feel with dynamic models and dashboards.
Identify pipeline gaps, track progress, and optimise team productivity.
Keep sales, marketing, RevOps, and finance aligned around shared goals.
Simulate growth and headcount changes, or how to enter new markets before committing.
Reps get clear plans, goals, and territory definitions, boosting their focus and execution.
Ask yourself:
Always request a demo, trial, or sandbox to test the features.
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.