Salesforce Sales Planning alternatives
Salesforce Sales Planning alternatives for NZ and Australian businesses
Salesforce Sales Planning: US$75 per user per month, billed annually, or US$900 per licensed user per year
- 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 Sales Planning with
Salesforce lists Sales Planning at US$75 per user per month, billed annually. Owners look for alternatives when the annual bill, user licensing or standard planning setup does not fit how their business works.
Yours to own
Sales Planning for Claude Code
The open-source sales planning system that is just a database and Claude Code. Built around your business, with your Salesforce Sales Planning data brought across.
See how it worksHow to choose
How to choose a Salesforce Sales Planning alternative
- 1
What drives the bill
Check whether your bill follows licensed users, people who receive territory or quota assignments, or both. Salesforce’s published wording covers users and people receiving planning output, and the annual contract matters. Compare that with your actual planning work and the contract you hold.
- 2
Where your records stay
Ask whether your account records remain in a database you own, and what happens to their original fields. The free version imports account records and keeps those fields. A move also needs you to agree how territories, quotas, hierarchy rules and saved scenarios are mapped and checked.
- 3
Fit with your rules
List the rules your team actually uses for account assignment, workload, capacity and quota decisions. Then check whether the option can represent your fields and approval steps. An owned version can be built around your rules, required maps, screens and connections, rather than expecting you to adopt a standard setup.
- 4
What switching involves
Plan for the records and for planning decisions that sit beyond them. Account records can be imported, but territories, quotas, hierarchy rules and saved planning scenarios need separate mapping and checking. Agree who handles that work, how approvals are reviewed, and how later changes are kept separate from an approved plan.
The option that fits
Own a version built around your business
Enterprise DNA builds a version around how your business assigns accounts, balances workload and sets quotas, brings your Salesforce Sales Planning data across, and runs it for you. Your records sit in a database you own, with no per-seat plans. You pay one setup fee, then a monthly retainer. If you prefer to run it yourself, a free version is available, with separate hosting and coding-assistant costs.
- check Your account records in a database you own
- check Built around your fields, workload rules and approvals
- check One setup fee, then a monthly retainer
Make it yours
Design your own Salesforce Sales Planning replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Salesforce Sales Planning. 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 Sales Planning data across and run it for you.
Questions
Salesforce Sales Planning alternatives, answered
How much could an alternative cost? expand_more
Salesforce lists Sales Planning at US$75 per user per month, billed annually, or US$900 per licensed user per year. The bill can also cover people receiving territory or quota assignments. Enterprise DNA charges one setup fee, then a monthly retainer, and does not put a figure on either fee.
Can you bring our current planning data across? expand_more
Account records can be imported and their original fields kept. Territories, quotas, hierarchy rules and saved planning scenarios need separate mapping and checking. Enterprise DNA handles the agreed migration as part of your version, so you can define what needs to come across before the switch.
Can an alternative follow our territory and quota rules? expand_more
The free version supports workload units you choose, combines workload across each rep’s territories and checks quotas against the target. Enterprise DNA can build your version around your own rules, fields, maps, screens and connections.
Is there a free option if we want to run it ourselves? expand_more
There is a free version an owner can run themselves. The open-source base is free to use, but hosting and coding-assistant costs are separate. If you want Enterprise DNA to build and run your version, the arrangement is one setup fee followed by a monthly retainer.
Done comparing? Own the one that fits.
30 minutes with Sam. Bring what Salesforce Sales Planning 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 Sales Planning?
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