sales and operations planning software

Looking for the best sales and operations planning software to streamline your processes and drive better results? We've compiled a curated list of the top 3 tools, complete with key features, pros, cons, popular use cases, and customer reviews. Whether you're a small business or a large enterprise, this comprehensive guide will help you find the perfect solution to optimize your sales prospecting and operations planning. From AI-powered sales automation to real-time data updates and customizable dashboards, these tools offer a range of capabilities to suit your unique needs. Read on to discover which software made the cut and how it can transform your planning workflows.

1. Bardeen

Bardeen is a top choice for sales and operations planning software due to its AI-powered automation capabilities. It allows users to automate repetitive tasks across various apps, making it an ideal tool for streamlining workflows and increasing productivity. Why not give it a try by downloading Bardeen's Chrome extension for free and see how it can benefit your sales and operations processes?

Key Features

Bardeen offers several features that make it well-suited for sales and operations planning:

• AI-powered sales prospecting and outreach automation
• Market research automation and AI web scraping tools
• No-code workflow builder for creating custom automations
• Integration with 100+ apps for seamless data flow

Popular Use Cases

• Automating sales prospecting and lead generation
• Scraping data from websites for market research and competitor analysis
• Improving personal productivity by automating repetitive tasks

Pros

• Designed for teams with centralized control and billing
• AI-powered Magic Box for creating automations using natural language
• Free AI web scraper for data extraction

Cons

• Steeper learning curve compared to some other tools
• Higher pricing for premium features and credits
• Limited to Chrome browser

Reviews

On Capterra, Bardeen has an overall rating of 4.5 out of 5, with users praising its ease of use and practical automation capabilities. One reviewer noted, "Bardeen is one of the best no-code automation platforms and won the runner-up award from Product Hunt in the SaaS category."

G2 reviewers give Bardeen 4.9 out of 5 stars, highlighting its time-saving benefits and affordability. A user shared, "Bardeen solves the problem of manually doing repetitive tasks, which saves me a lot of time. Prices are also affordable."

While not extensively discussed on Reddit, users who have tried Bardeen for automating tasks and scraping data from websites like LinkedIn have found it user-friendly and helpful in their workflows.

Pricing

Bardeen’s pricing has been optimized for 2025 and includes the following plans:

• Free plan: Get 100 credits per month to build and test automations to transform your GTM motion.
• Starter plan: From $99/month for 15,000 annual credits, includes AI agents, AI playbook Builder, basic Integrations, and unlimited team members.
• Teams plan: From $500/month for 120,000 annual crexdits, includes everything on Starter and CRM + outreach integrations, waterfall enrichment, cloud workflows, dedicated Slack channel, and 2 custom-built AI playbooks built by Bardeen AIgency.
• Enterprise plan: From $1,500/month for over 500,000 annual credits, includes everything on Teams and custom contracts with unlimited credit options, dedicated GTM consultant, priority integrations, SSO, and 5+ custom-built AI playbooks built by dedicated AIgency.

Read why Bardeen is doubling down on AI + humans and how it can accelerate your sales cycle.

Ready to automate your workflows and maximize sales productivity? Sign up to Bardeen's free plan and experience the power of AI sales automation firsthand.

2. Anaplan

Anaplan is a powerful sales and operations planning software designed for large and fast-growing companies. Its ability to handle complex real-time calculations on large datasets, along with its flexibility and customization options, make it a top choice for businesses looking to optimize their planning processes.

Key Features

Anaplan offers a range of features that make it well-suited for sales and operations planning:

• Real-time data updates and in-memory calculations for accurate, up-to-date insights
• Customizable dashboards and user interfaces tailored to your business needs
• Robust security options to control access levels and protect sensitive data
• Integrations with upstream and downstream systems via REST API

Popular Use Cases

• Connecting global sales planning across business units for a unified view
• Optimizing workforce planning and headcount expenses
• Integrating capital projects from multiple departments for informed investment decisions

Pros

• Highly flexible platform that can be customized for any business use case
• Excellent customer support and active user community
• Cloud-based architecture allows for collaboration across locations

Cons

• Requires dedicated resources and time for initial implementation
• Cost of data storage can be expensive for very large datasets
• Reporting capabilities may be limited compared to some other tools

Reviews

On G2, Anaplan has an average rating of 4.6 out of 5 stars from 349 reviews. Users praise its flexibility, real-time calculation capabilities, and ability to connect planning across the organization.

Capterra reviewers give Anaplan an overall rating of 4.0, noting its agility and accommodation of different sized businesses. Some mentioned minor functionality issues and high implementation costs as drawbacks.

TrustRadius users rate Anaplan 9.4 out of 10 on average. Positive themes include its customization, automation features, and value for global connected planning. Pricing and the learning curve were cited as potential challenges.

Pricing

• Pricing details require contacting Anaplan for a quote based on specific requirements

3. Oracle Eloqua

Oracle Eloqua is a comprehensive marketing automation platform that caters to the needs of B2B marketers and enterprises. It enables marketers to create personalized campaigns across multiple channels, streamlining the entire marketing journey. Eloqua's extensive integration capabilities, with over 700 integrations, make it an ideal choice for businesses looking for a cohesive marketing strategy.

Key Features

Eloqua's key features include lead generation, email marketing, campaign management, and analytics tools. These features help businesses:

• Create sophisticated nurture experiences for adaptive journeys at scale
• Target and segment audiences using real-time data for personalized experiences
• Implement ABM strategies to engage, convert, and expand target accounts
• Connect data from any system with an extensible, open framework

Popular Use Cases

• Creating complex campaigns and canvases to drive contacts to relevant offers
• Generating leads and designing email campaigns, landing pages, and registration forms for events
• Providing a complete solution for marketing automation to help generate leads

Pros

• Handles complex marketing operations, making it ideal for large enterprises and B2B marketers
• Offers a versatile set of functions for coordinated, targeted marketing across channels
• Integrates with CRM systems and other marketing tools for a cohesive strategy

Cons

• Can be expensive and require a significant investment of time and money
• Complexity can lead to frustration and increased cost of ownership if not used wisely
• Support from Oracle focuses more on upselling than genuine helpfulness at times

Pricing

• Pricing for Eloqua is not publicly available
• Contact Oracle for a custom quote based on your specific needs
• Eloqua is a premium, enterprise-grade solution, so expect higher costs compared to other tools

Reviews

On G2, Oracle Eloqua has an average rating of 3.9 out of 5 stars from 613 reviews. Many users praise its versatility for B2B marketing and ability to handle complex campaigns.

Capterra reviewers give Eloqua an overall rating of 4.0, highlighting its extensive integration capabilities. Some note the learning curve and complexity of the tool.

Feedback on Reddit suggests Eloqua is a capable enterprise solution, but onboarding and mastering advanced features can be challenging without investing in Oracle's education offerings. Despite some frustrations, it's considered a solid choice for B2B marketers.

Conclusions

Choosing the best sales and operations planning software depends on your specific business needs, budget, and desired features. Key factors to consider include automation capabilities, integration options, customization, and scalability.

Among the top choices discussed in this article, Bardeen stands out for its AI-powered automation and web scraping capabilities, making it an excellent option for streamlining workflows and boosting productivity. Anaplan is well-suited for large enterprises requiring complex real-time calculations and customization, while Oracle Eloqua is a comprehensive marketing automation platform ideal for B2B marketers.

To experience the benefits of these tools firsthand, we recommend starting with Bardeen's free Chrome extension. Simply install the extension and explore how its AI-driven features can revolutionize your sales and operations processes. For even more advanced capabilities, consider signing up for a 14-day free trial of Bardeen's premium features.

By leveraging the power of these cutting-edge tools, you can optimize your planning, automate repetitive tasks, and drive better results for your business.