Salesforce Revenue Intelligence alternatives
Salesforce Revenue Intelligence alternatives for NZ and Australian businesses
Salesforce Revenue Intelligence: AU$308 a month per user, or AU$3,696 a year, plus a Sales Cloud licence
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
The options
What people compare Salesforce Revenue Intelligence with
Salesforce lists Revenue Intelligence at AU$308 per user per month, billed annually, on top of a Sales Cloud licence. If you already pay for Sales Cloud, you may be looking for an alternative to the extra per-seat annual bill for dashboards over your own opportunities.
Yours to own
Sales Forecast for Claude Code
The open-source sales forecast that is just a database and Claude Code. Built around your business, with your Salesforce Revenue Intelligence data brought across.
See how it worksHow to choose
How to choose a Salesforce Revenue Intelligence alternative
- 1
What is the bill tied to?
Check whether you pay for each person who views the forecast, including managers, and whether the charge sits on top of another licence. Salesforce lists Revenue Intelligence per user on an annual contract, so the total grows with the number of seats and may continue if your team shrinks mid-year.
- 2
Who owns your records?
Ask where the records used for forecasting live and whether you can keep working in Salesforce. With the owned option, your records sit in a database your business owns. The Salesforce opportunities are brought across from an export, and the process does not write back to Salesforce.
- 3
Does it fit your rules?
Check whether the forecast follows your stages, fields and commit rules, rather than only the measures a vendor chose to chart. Enterprise DNA builds each business its own version around how it runs. You can change your commit rules by asking, and the free version is available to run yourself.
- 4
What does switching involve?
Your reps can keep working in Salesforce while the forecast reads your opportunities from an export. Opportunity history can bring across past changes to stage, amount, close date and forecast category. Past forecast submissions are not included in that export, so last quarter’s calls need to be entered or accuracy can build from this quarter.
The option that fits
A forecast built around your business
Sales Forecast is the owned option when you want forecasting to fit the way your business runs. Enterprise DNA builds your version around your records, fields and commit rules, brings your Salesforce opportunity data across, and runs it for you. You can ask questions in plain language. The service is one setup fee, then a monthly retainer. There is also a free version you can run yourself.
- check Your records in a database your business owns
- check Your fields and commit rules
- check One setup fee, then a monthly retainer
Make it yours
Design your own Salesforce Revenue Intelligence replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Revenue Intelligence. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Salesforce Revenue Intelligence data across and run it for you.
Questions
Salesforce Revenue Intelligence alternatives, answered
How much does Salesforce Revenue Intelligence cost per user? expand_more
Salesforce lists Revenue Intelligence at AU$308 per user per month, billed annually, on top of a Sales Cloud licence. The version with Tableau analytics is AU$350 per user per month. Your own contract may differ from the list price, and the annual contract means a team that shrinks mid-year keeps paying for its seats.
Can you use an alternative without leaving Salesforce? expand_more
Yes. Your reps can keep working in Salesforce. The owned option reads opportunities from an export and does not write back, so you can keep Sales Cloud and replace only the Revenue Intelligence add-on. The export can also bring across opportunity history, including past changes to stage, amount, close date and forecast category.
Will a Salesforce alternative include our past forecast history? expand_more
The opportunity history export carries past changes to stage, amount, close date and forecast category. Past forecast submissions are not in that export. Enterprise DNA can enter last quarter’s calls for you, or forecast accuracy can build from this quarter. That means you should check which past records you need before switching.
What does Enterprise DNA charge, and can we run it ourselves? expand_more
Enterprise DNA charges one setup fee, then a monthly retainer to build your version, bring your opportunity data across and run it for you. The free version costs nothing to use yourself. Choose based on whether you want Enterprise DNA to set up and operate the forecast, or prefer to run the free version.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what Salesforce Revenue Intelligence costs you a year and how you run. We show you what your own version looks like, and if it is a fit, we build it and bring your data across.
Get your version builtDone paying for Salesforce Revenue Intelligence?
Get your version built