20 Best Sales and Operations Planning Software Reviewed In 2024
Best Sales And Operations Planning Software Shortlist
Here's my pick of the 10 best software from the 20 tools reviewed.
Our one-on-one guidance will help you find the perfect fit.
Navigating the chaos of aligning your sales and operations can be daunting. You're juggling forecasts, inventory, and demand planning while trying to meet customer expectations. Sales and operations planning software exists to make this easier. It helps you coordinate resources, improve decision-making, and enhance collaboration across your team.
In my experience, finding the right tool can significantly alleviate these challenges. I’ve tested and reviewed various options to bring you an unbiased list of the best on the market. You’ll discover tools tailored to different industries and team sizes, with features that address your specific pain points.
Join me as I share insights into these solutions, helping you choose the fit for your revenue operations needs.
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Best Sales and Operations Planning Software Summary
This comparison chart summarizes pricing details for my top sales and operations planning software selections, helping you find the best one for your budget and business needs.
| Tools | Price | |
|---|---|---|
| Jedox | Pricing upon request | Website |
| River Logic | From $0.75/RPU credit | Website |
| StruxureWare Supply Chain Operation | Pricing upon request | Website |
| John Galt | Pricing upon request | Website |
| TransImpact | Pricing upon request | Website |
| GAINS | Pricing upon request | Website |
| Kepion | Pricing upon request | Website |
| Wolters Kluwer | Pricing upon request | Website |
| flexis | Pricing upon request | Website |
| ToolsGroup | Pricing upon request | Website |
Compare Software Specs Side by Side
Use our comparison chart to review and evaluate software specs side-by-side.
Compare SoftwareHow To Choose Sales And Operations Planning Software
It’s easy to get bogged down in long feature lists and complex pricing structures. Here's a checklist of factors to remember to help you stay focused as you work through your unique software selection process.
| Factor | What to Consider |
| Scalability | Ensure the software can grow with your business, accommodating more users and data without losing performance. |
| Integrations | Check if the tool integrates with your existing systems like CRM or ERP to avoid data silos and enhance workflow efficiency. |
| Customizability | Look for options that let you tailor features to fit your team's processes and specific industry needs. |
| Ease of Use | Consider the learning curve for your team. Opt for intuitive interfaces to reduce training time and increase adoption. |
| Budget | Evaluate the total cost of ownership, including setup and ongoing fees, to ensure it aligns with your financial constraints. |
| Security Safeguards | Verify the software's compliance with data protection regulations to ensure your business information is secure and meets industry standards. |
| Vendor Support | Ensure the vendor offers reliable support and resources to assist you when issues arise or you need guidance. |
| Reporting Capabilities | Assess whether the software provides comprehensive analytics and reporting features to aid strategic decision-making. |
Best Sales and Operations Planning Software Reviews
Below are my detailed summaries of my shortlist’s best sales and operations planning software. My reviews offer a detailed look at each tool’s key features, pros & cons, integrations, and ideal use cases to help you find the best one.
Jedox is a sales and operations planning tool designed for finance teams and business analysts who rely on Excel for data management. It enhances budgeting, forecasting, and data visualization processes, offering a familiar interface for users comfortable with spreadsheets.
Why I picked Jedox: Jedox integrates with Excel, making it easy for your team to transition from traditional spreadsheets to a more dynamic planning environment. It supports real-time data updates, allowing for accurate and timely decision-making. The software offers advanced modeling capabilities that extend Excel's functionality. Its intuitive interface reduces the learning curve, enabling teams to focus on strategic insights.
Standout features & integrations:
Features include powerful data integration tools that consolidate information from multiple sources. The software provides customizable reporting, letting you tailor reports to meet specific business needs. Its predictive analytics help forecast future trends, ensuring your team stays ahead of market changes.
Integrations include SAP, Oracle, Salesforce, IBM, Microsoft Dynamics, JD Edwards, NetSuite, QuickBooks, and Sage.
Pros and cons
Pros:
- Customizable reporting
- Reduces learning curve
- Advanced modeling capabilities
Cons:
- Some performance issues
- User interface limitations
River Logic offers a sales and operations planning solution tailored for businesses looking to optimize supply chain strategies. It's mainly used by companies that align operations with financial and sustainability goals, providing insights beyond traditional planning methods.
Why I picked River Logic: This tool excels in decision analytics, offering features like Value Chain Optimization (VCO) and a Digital Planning Twin. These enable your team to simulate various operational scenarios, providing a comprehensive view of potential outcomes. The software supports end-to-end strategy and business continuity planning.
Standout features & integrations:
Features include end-to-end strategy integration that connects the entire value chain and its financial impacts. The software also provides sustainability strategies to incorporate environmental practices into your operations. Additionally, it offers production strategy evaluations to guide make-versus-buy decisions and flexibility in production.
Integrations include SAP, Oracle, Microsoft Dynamics, IBM, Salesforce, JD Edwards, NetSuite, and Infor.
Pros and cons
Pros:
- Integrates comprehensive risk management
- Supports sustainability initiatives
- Enhances decision-making capabilities
Cons:
- May need technical expertise
- Requires time to adapt
StruxureWare Supply Chain Operation (formerly SolveIT Software) provides advanced planning and scheduling solutions primarily for mining, transportation, and logistics industries. It supports key business functions such as supply chain optimization and decision support systems to enhance operational efficiency.
Why I picked StruxureWare Supply Chain Operation: StruxureWare Supply Chain Operation is distinguished by its focus on AI optimization. Its predictive modeling and machine learning capabilities help your team forecast demand accurately and allocate resources efficiently. The software's ability to handle complex optimization problems makes it a valuable asset for industries requiring precise planning. Features like predictive analytics and advanced scheduling tools cater to businesses needing detailed operational oversight.
Standout features & integrations:
Features include optimization engines that improve decision-making across supply chain functions. The software also offers scenario planning, allowing you to test different operational strategies before implementation. Additionally, its real-time dashboards provide insights into current operations, helping you adjust plans as needed.
Integrations include SAP, Oracle, Microsoft Dynamics, IBM, Salesforce, JD Edwards, NetSuite, and Infor.
Pros and cons
Pros:
- Supports detailed scenario planning
- Effective for complex industries
- Strong AI optimization capabilities
Cons:
- Some customers report slow customer service
- Complexity may deter new users
John Galt Solutions is a software platform for supply chain planning, focusing on demand forecasting and inventory management. It's mainly used by businesses in various industries, such as apparel and electronics, to enhance planning efficiency and decision-making.
Why I picked John Galt: This tool specializes in demand forecasting with its AI-driven platform, Atlas. It provides advanced analytics and probabilistic planning, allowing your team to explore what-if scenarios and improve decision-making. One-click forecasting with ForecastX integrates with Excel, making it easy to use for those familiar with the spreadsheet.
Standout features & integrations:
Features include advanced scenario planning analytics, delivery planning, and inventory management automation, and a focus on real-time actionable insights. The AI-driven platform enhances visibility and flexibility in your supply chain processes, which can significantly improve operational efficiency.
Integrations include Microsoft Excel and other supply chain functions.
Pros and cons
Pros:
- Tailored for various industries
- Advanced automation capabilities
- Enhances planning efficiency
Cons:
- Limited customization capabilities
- Basic user interface
TransImpact is a sales and operations planning tool designed for logistics and supply chain professionals. It focuses on optimizing shipping and transportation processes, aiding companies in reducing shipping costs and improving delivery efficiency.
Why I picked TransImpact: This tool specializes in shipping optimization, offering analytics that help your team identify cost-saving opportunities in your logistics operations. It provides real-time tracking to ensure timely deliveries and reduce delays. The software's rate negotiation feature helps manage carrier contracts effectively. With its focus on logistics, TransImpact ensures you can streamline your shipping processes and cut costs.
Standout features & integrations:
Features include real-time shipment tracking, and updating your team on delivery statuses. The software also provides detailed analytics that highlights inefficiencies in your shipping processes. Additionally, its customizable reporting lets you tailor insights to fit specific business needs.
Integrations include SAP, Oracle, Microsoft Dynamics, Salesforce, JD Edwards, NetSuite, QuickBooks, and Sage.
Pros and cons
Pros:
- Rate negotiation capabilities
- Real-time shipment tracking
- Effective cost-saving analytics
Cons:
- Performance Issues with large data sets
- User interface limitations
GAINS is a sales and operations planning platform primarily serving supply chain professionals and inventory managers. It optimizes inventory levels and improves forecast accuracy to enhance operational efficiency.
Why I picked GAINS: GAINS specializes in inventory management, offering sophisticated demand forecasting tools that help your team balance stock levels and reduce excess inventory. Its real-time analytics provide visibility into supply chain performance, enabling quick adjustments. The software's adaptive algorithms support the continuous improvement of inventory policies.
Standout features & integrations:
Features include real-time demand sensing, which helps you respond quickly to market changes. The platform also offers synchronized planning, ensuring all parts of your supply chain are aligned. Its prescriptive analytics provide actionable insights, guiding your team in making informed decisions.
Integrations include SAP, Oracle, Microsoft Dynamics, IBM, Salesforce, JD Edwards, NetSuite, and Infor.
Pros and cons
Pros:
- Prescriptive analytics for decision-making
- Supports synchronized planning
- Real-time supply chain visibility
Cons:
- Limited pricing transparency
- Requires time to adapt
Kepion is a sales and operations planning platform designed for businesses looking to integrate financial planning with operational processes. Finance teams and business managers primarily use it to improve budgeting, forecasting, and reporting.
Why I picked Kepion: Kepion differentiates itself through its seamless financial planning integration. The platform lets your team connect financial and operational data, facilitating a unified planning process. Its multi-dimensional modeling aligns various business units on a single platform. The customizable dashboards offer real-time insights, making it easier to track and adjust plans as needed.
Standout features & integrations:
Features include flexible budgeting tools that let you adjust forecasts dynamically. The software also provides real-time reporting, allowing you to access up-to-date data for informed decision-making. Its scenario planning capabilities enable your team to explore different business strategies before implementation.
Integrations include Microsoft Excel, Microsoft Power BI, Microsoft Dynamics, SAP, Oracle, Salesforce, JD Edwards, NetSuite, and Infor.
Pros and cons
Pros:
- Customizable dashboards
- Supports scenario planning
- Flexible budgeting tools
Cons:
- May need technical expertise
- Not ideal for very small companies
Wolters Kluwer's CCH Tagetik is a supply chain planning solution tailored for finance professionals and compliance officers. It supports key functions such as financial close, planning, and regulatory compliance, ensuring that your financial operations align with industry standards.
Why I picked Wolters Kluwer: Wolters Kluwer excels in meeting compliance needs with its CCH Tagetik platform. The software offers regulatory reporting tools that help your team adhere to financial regulations. Its built-in controls and audit trails enhance transparency and accountability within your organization. Integrating financial and operational planning ensures your compliance efforts align with business objectives.
Standout features & integrations:
Features include predictive analytics that provides insights into future financial scenarios. The platform also offers performance management tools to help you measure and improve financial efficiency. Its collaborative workflows simplify the financial close process, ensuring all stakeholders are in sync.
Integrations include SAP, Oracle, Microsoft Dynamics, IBM, Salesforce, JD Edwards, NetSuite, and Infor.
Pros and cons
Pros:
- Built-in audit trails
- Comprehensive regulatory tools
- Strong compliance support
Cons:
- Slow processing times
- Customer support challenges
flexis is a sales and operations planning tool tailored for the automotive industry that optimizes supply chain and production processes. It's designed for manufacturers and suppliers looking to improve efficiency and coordination in production planning and inventory management.
Why I picked flexis: flexis is distinct for its specialization in the automotive sector, offering features that cater to complex production and supply chain needs. It provides real-time visibility into production processes, which helps your team adjust plans quickly. The software supports modular planning, allowing customization to fit specific workflows. Its emphasis on flexibility ensures you can adapt to changing market demands efficiently.
Standout features & integrations:
Features include demand planning, which accurately predicts future market needs. The software also provides capacity planning to ensure resources are allocated efficiently. Its scenario analysis tools help you evaluate different planning strategies before implementation.
Integrations include SAP, Oracle, Microsoft Dynamics, IBM, Salesforce, JD Edwards, NetSuite, and Infor.
Pros and cons
Pros:
- Supports modular planning
- Real-time process visibility
- Tailored for automotive production
Cons:
- User interface is not intuitive
- Integration challenges
ToolsGroup is a sales and operations planning tool focused on automating supply chain processes for manufacturers and distributors. It helps businesses optimize inventory, enhance service levels, and improve demand forecasting.
Why I picked ToolsGroup: ToolsGroup excels in supply chain automation, providing automated inventory management and demand forecasting features. It offers advanced analytics that help your team make data-driven decisions quickly. The software's machine learning capabilities continuously improve forecast accuracy. ToolsGroup allows you to reduce manual intervention and enhance operational efficiency by focusing on automation.
Standout features & integrations:
Features include automated demand forecasting, which reduces the need for manual calculations. The software also offers inventory optimization tools to help you maintain optimal stock levels. Its service level optimization ensures that customer demands are met efficiently without overstocking.
Integrations include SAP, Oracle, Microsoft Dynamics, Salesforce, JD Edwards, NetSuite, QuickBooks, and Sage.
Pros and cons
Pros:
- Continuous forecast improvement
- Advanced analytics for decision-making
- Effective supply chain automation
Cons:
- Customization Challenges
- Complexity for new users
Other Sales and Operations Planning Software
Here are some additional sales and operations planning software options that didn’t make it onto my shortlist, but are still worth checking out:
- Netstock
For small businesses
- New Horizon
For cloud-based solutions
- SAP
For integrated business planning
- Anaplan
For connected planning
- E2open
For end-to-end visibility
- Logility
For retail supply chains
- Kinaxis
For rapid response planning
- Infor
For cloud ERP integration
- Blue Yonder
For AI-driven forecasting
- Oracle
For scalable supply chain management
Sales And Operations Planning Software Selection Criteria
When selecting the best sales and operations planning software for this list, I considered everyday buyer needs and pain points like improving demand forecasting accuracy and enhancing cross-departmental collaboration. I also used the following framework to keep my evaluation structured and fair.
Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:
- Demand forecasting
- Inventory management
- Sales and operations alignment
- Reporting and analytics
- Scenario planning
Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:
- AI-driven insights
- Real-time collaboration
- Customizable dashboards
- Advanced scenario modeling
- Supply chain optimization
Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:
- Intuitive interface
- Simple navigation
- Customization options
- Quick access to key features
- Visual appeal
Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:
- Availability of training videos
- Interactive product tours
- Access to templates
- Responsive chatbots
- Webinars for guidance
Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:
- 24/7 support availability
- Knowledgeable support staff
- Multiple contact channels
- Response time
- Availability of online resources
Value For Money (10% of total score)
To evaluate the value for money of each platform, I considered the following:
- Competitive pricing
- Feature-to-price ratio
- Flexible payment options
- Discounts for long-term use
- Cost transparency
Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:
- Overall satisfaction ratings
- Feedback on reliability
- Comments on ease of use
- Insights on customer service
- Reports on return on investment
Trends In Sales And Operations Planning Software
In my research, I sourced countless product updates, press releases, and release logs from different sales and operations planning software vendors. Here are some of the emerging trends I’m keeping an eye on.
- AI-driven forecasting: Tools are increasingly using AI to predict demand more accurately. This trend helps businesses reduce uncertainty and plan more efficiently, with vendors like Blue Yonder leading the way by integrating machine learning algorithms.
- Real-time data analytics: Users now expect instant insights from their data. This trend is crucial for making quick decisions and adapting to changes, as seen in solutions like Kinaxis, which offers real-time analytics to enhance responsiveness.
- Scenario planning enhancements: Businesses are demanding more sophisticated scenario planning features. These allow users to model potential outcomes and prepare for various possibilities, a focus for vendors like Anaplan and their advanced modeling capabilities.
- Sustainability integration: There's a growing need for features that align planning with sustainability goals. Solutions like Wolters Kluwer are incorporating tools that help companies track and achieve environmental targets within their planning processes.
- Cloud-native solutions: Cloud-first approaches are becoming standard, offering scalability and easier access. Vendors like New Horizon provide cloud-based platforms that simplify teams' collaboration and access the software from anywhere.
What Is Sales and Operations Planning Software?
Sales and operations planning software helps businesses align their sales and operational functions to ensure efficient resource use and meet demand. It's typically used by supply chain managers, finance teams, and operations professionals who need to balance inventory levels, forecast sales, and optimize production schedules.
Demand forecasting, real-time data analytics, and scenario planning capabilities help with accurate predictions, quick decision-making, and preparing for various outcomes. These tools allow businesses to improve efficiency and responsiveness in their operations.
Features Of Sales And Operations Planning Software
When selecting sales and operations planning software, look for the following key features.
- Demand forecasting: Provides accurate future sales predictions to help businesses plan inventory and production effectively.
- Inventory optimization: Ensures optimal stock levels are maintained, minimizing excess inventory and preventing stockouts.
- Scenario planning: Allows users to model different business scenarios, preparing the organization for various potential outcomes.
- Real-time analytics: Offers instant insights from data, enabling quick and informed decision-making.
- Collaboration tools: Facilitates communication and coordination among departments to align sales and operations.
- Cloud-based access: Provides flexibility and accessibility, allowing teams to collaborate from anywhere.
- AI-driven insights: Leverages artificial intelligence to enhance forecasting accuracy and operational efficiency.
- Sustainability tracking: Helps businesses incorporate and monitor sustainability goals within their planning processes.
- Customizable dashboards: Allows users to tailor their interface to specific business needs and enhance data visibility.
- Automated reporting: Generates reports automatically, saving time and reducing errors in data analysis.
- Accurate Predictions: Provides accurate future sales predictions to help businesses plan inventory, production, and procurement effectively.
- Scenario Testing: Models different business scenarios to identify potential disruptions and plan for demand volatility.
- New Product Forecasting: Allows businesses to forecast demand for new products, enabling better production and marketing strategies.
- S&OP Process Integration: Forecasts are embedded into the overall S&OP process, ensuring department alignment.
- Aggregate Inventory Planning: Aggregates stock data from multiple locations, suppliers, and warehouses to maintain inventory efficiency.
- Volatility Management: Helps manage fluctuations in supply and demand to reduce stockouts or overstocking.
- Procurement Alignment: Coordinates with procurement teams to ensure the availability of raw materials and finished goods.
- What-If Analysis: Allows users to model different business scenarios to prepare for potential disruptions and market changes.
- S&OP Plan Development: Enables planners to create an S&OP plan based on multiple potential outcomes, ensuring business continuity.
- Risk Assessment: Identifies potential risk factors (e.g., supply chain disruptions) and their impact on operations.
- Departmental Collaboration: Facilitates communication and coordination between sales, marketing, production, and finance to align goals.
- Role-Specific Access: Provides access control for planners, procurement managers, and executive teams, ensuring access to relevant data.
Benefits Of Sales And Operations Planning Software
Implementing sales and operations planning software benefits your team and your business. Here are a few you can look forward to.
- Improved forecasting accuracy: By leveraging demand forecasting and AI-driven insights, your team can make more precise predictions about future sales.
- Enhanced collaboration: Collaboration tools help different departments work together more effectively, aligning sales and operational goals.
- Increased efficiency: Automated reporting and inventory optimization reduce manual tasks, allowing your team to focus on strategic decisions.
- Better decision-making: Real-time analytics provide instant data insights, enabling quicker, informed decisions that can adapt to changing circumstances.
- Scalability and flexibility: Cloud-based access and customizable dashboards ensure your planning process can grow with your business and adapt to specific needs.
- Cost savings: Inventory optimization and scenario planning help reduce excess stock and prepare for potential risks, saving your business money.
- Sustainability integration: By tracking sustainability goals, your business can align operational planning with environmental objectives, supporting corporate responsibility.
Costs & Pricing Of Sales And Operations Planning Software
Selecting sales and operations planning software requires understanding the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes standard plans, average prices, and typical sales and operations planning software solutions features.
Plan Comparison Table for Sales and Operations Planning Software
| Plan Type | Average Price | Common Features |
| Free Plan | $0 | Limited forecasting, basic reporting, and minimal support. |
| Personal Plan | $20-$50/ user/month | Demand forecasting, reporting tools, and inventory management. |
| Business Plan | $50-$100/ user/month | Advanced analytics, scenario planning, and collaboration tools. |
| Enterprise Plan | $100-$200/ user/month | Customizable dashboards, AI-driven insights, and complete customer support. |
Sales And Operations Planning Software FAQs
Here are some answers to common questions about sales and operations planning software.
How do you integrate sales and operations planning software?
Integrating sales and operations planning involves aligning sales forecasts with supply chain capabilities. Your team must coordinate between departments to ensure that demand and supply align with financial goals. This process helps reduce inefficiencies and improve overall business performance. You can streamline this collaboration and make it more effective by utilizing integrated software.
What are sales and operations planning software inputs?
Sales and operations planning inputs include sales forecasts, inventory levels, and supply chain constraints. These components help your team build a complete picture of the business environment. With detailed inputs, you can forecast demand accurately and manage resources effectively. Software solutions help automate and organize these inputs for better planning.
What are the six steps of the sales and operations planning process?
The six steps typically include product review, demand review, supply review, financial review, pre-S&OP meeting, and executive S&OP meeting. Each step is crucial for aligning your team’s objectives and ensuring all departments are on the same page. You can create a comprehensive plan that meets organizational goals by following these steps. Software tools can facilitate each of these steps with ease.
What are the three aspects of sales and operations planning software?
The three key aspects are demand planning, supply planning, and financial integration. These areas ensure your operations align with market demand and financial expectations. By focusing on these aspects, your team can optimize resources and improve profitability. Software solutions offer features that integrate these aspects.
How does sales and operations planning software improve efficiency?
These tools automate data collection, enhance forecasting accuracy, and facilitate cross-department collaboration. Providing real-time insights and analytics, they help your team make quick, informed decisions. This efficiency reduces waste and improves service levels, benefiting the entire organization. The software’s ability to simplify processes is its core advantage.
How can sales and operations planning software aid in decision-making?
These tools help your team assess various scenarios and outcomes by offering real-time data and predictive analytics. This capability allows for informed decision-making that aligns with strategic goals. You can anticipate changes and react swiftly with access to detailed reports and forecasts. The software’s analytical features are essential for proactive management.
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