The 8 Best Sales Planning Tools for 2026

Sales Tools Showcase

Sales teams spend too much time wrestling with spreadsheets and guessing at territory assignments. The right planning tool changes that. It takes the manual work off your plate and gives you a system that actually supports how your reps sell. With the sales planning software market sitting at around $2.1 billion in 2024 and expected to grow at a 12.5% compound annual growth rate through 2033, there is no shortage of options. But not all of them will fit what you need. This guide breaks down 8 tools worth your attention for 2026, starting with the one that handles sales planning best.

1. Maptive

Maptive earns the top spot because it solves problems other tools tend to overlook. Most sales planning platforms focus on pipeline management or forecasting. Maptive focuses on where your sales actually happen. The platform builds territories around geography, rep locations, and customer density. You get visual maps that show you exactly how to divide your market so reps spend less time driving and more time selling.

Territory and Route Planning

The automated territory generation tool lets you build balanced sales regions in minutes. You set parameters around sales rep locations, customer distribution, and workload. Maptive handles the rest. Businesses using this approach report a 20% increase in sales productivity because their territories are travel efficient and evenly distributed. Travel costs drop by up to 15% when routes are planned properly, and automated territory balancing has been shown to boost revenue by about 15%.

Mapping Capabilities

Maptive handles up to 30,000 locations per map and provides 70,000 geocodes monthly. This capacity matters when you are managing a large sales team across multiple regions. G2 user reviews show 89% of users pointing to easier territory assessment and heatmap use, and the platform maintains an average G2 score above 4.5 out of 5.

Security and Integration

Data protection includes 256-bit SSL encryption, role-based access controls, audit logging, and single sign-on options. Financial services and healthcare companies have reported meeting their compliance requirements using these features. API enhancements rolled out in 2025 enable syncing with CRM systems like Salesforce and HubSpot, with direct integrations continuing to expand.

If your sales planning problems stem from poorly drawn territories, inefficient travel routes, or a lack of geographic insight, Maptive addresses those issues directly.

2. Salesforce Sales Cloud

Salesforce Sales Cloud remains a dominant force in sales automation. The platform earned recognition as a Leader in the 2025 Gartner Magic Quadrant for Sales Force Automation for the 19th consecutive year. That kind of consistency tells you something about the company’s ability to keep pace with buyer expectations.

Platform Overview

Sales Cloud contributed $7.58 billion in revenue in 2024, which accounted for 23.3% of Salesforce’s total subscription and support revenue. The platform includes AI-powered tools for lead engagement, pipeline management, and sales planning. As of December 2025, customers using Salesforce Foundations can get started with AI-powered selling through the initial setup options built into the system.

Use Case

Sales Cloud works well for organizations already embedded in the Salesforce ecosystem. The learning curve steepens for teams unfamiliar with the interface, and costs can add up depending on the features you need.

3. HubSpot Sales Hub

HubSpot Sales Hub pairs its sales planning features with a strong emphasis on automation and data quality. Teams using Breeze Copilot for routine tasks report saving 15 hours per week. That time goes back to activities that actually close deals.

Automation and Data

The platform reports a 92% improvement in data quality, which drives 25% higher prospect engagement. Access to over 200 million buyer profiles gives reps a head start on outreach. At the Fall 2025 Spotlight event, HubSpot launched over 20 new Breeze Agents and Assistants to handle repetitive work. The Breeze Customer Agent alone resolves more than 50% of customer conversations without human involvement.

Use Case

HubSpot Sales Hub suits teams looking for tight alignment between marketing and sales. It integrates smoothly with HubSpot’s other products, making it a natural fit for companies already using the platform for inbound marketing.

4. Anaplan

Anaplan brings a modeling approach to sales planning. The IDC MarketScape: Worldwide Sales Performance Management 2025 Vendor Assessment recognized Anaplan as a Leader, noting the platform’s commitment to regular feature updates and continuous improvements.

Planning Features

Anaplan for Sales lets users model and optimize territory and quota planning, manage incentives and compensation, and streamline sales forecasting. The platform treats sales planning as a connected process rather than a series of isolated tasks.

Use Case

Anaplan fits enterprise teams that need flexibility in how they model scenarios. The platform allows you to test different quota structures, compensation plans, and territory assignments before committing to them. Smaller teams may find the complexity unnecessary.

5. Pipedrive

Pipedrive keeps things simple. The platform focuses on pipeline visibility and task management without overloading users with features they will never touch. Based on aggregate reviews, Pipedrive holds a user satisfaction rating of 88% from 6,492 reviews.

Performance Gains

Users report their sales process has improved by 20%, and administrative task time has dropped by 40%. These numbers come from teams that prioritize process clarity over advanced analytics.

Integration

Pipedrive offers integration with over 500 apps covering lead generation, video calls, project management, and marketing. The app marketplace gives you room to extend the platform without waiting for native features.

Use Case

Pipedrive works best for small to mid-sized teams that want a straightforward sales planning tool without enterprise-level complexity.

6. Clari

Clari focuses on revenue operations and forecasting. More than 1,500 organizations run revenue through the platform, including Okta, Adobe, Workday, Zoom, and Finastra.

Return on Investment

A commissioned Total Economic Impact study conducted by Forrester Consulting found that a composite enterprise using the Clari Revenue Orchestration Platform achieved a 398% return on investment. The study also reported $96.2 million in benefits over 3 years and payback in under 6 months.

Forecasting Accuracy

One customer reported that Clari’s AI helped their business grow by over 70% in bookings year-over-year. Forecast accuracy increased tenfold, landing consistently within 3-4% every quarter.

Use Case

Clari fits revenue teams that need tight control over forecasting and pipeline health. The platform works well when deal visibility and prediction accuracy are top priorities.

7. Gong

Gong takes a different approach by grounding its insights in actual customer conversations. The platform earned recognition as a Leader in the 2025 Gartner Magic Quadrant for Revenue Action Orchestration and serves more than 5,000 companies globally.

Conversation Intelligence

Gong Forecast uses actual customer conversation data to predict deal outcomes with 20% greater accuracy than CRM-based algorithms. According to Gong’s State of Revenue AI report, 7 in 10 enterprise revenue leaders now trust AI to regularly make business decisions. Organizations embedding AI as a core driver of their go-to-market strategy are 65% more likely to increase win rates.

Use Case

Gong suits teams that want to understand what is happening in sales calls and use that information to improve coaching, messaging, and deal outcomes.

8. Oracle Sales Planning Cloud

Oracle Sales Planning Cloud brings enterprise-grade forecasting and planning to large organizations. The platform supports multidimensional sales forecasting across territories, products, accounts, channels, and custom dimensions.

Connected Planning

Oracle connects quota planning, compensation planning, and sales forecasts in a single system. This integration helps teams avoid the disconnects that occur when different planning functions live in separate tools.

AI-Driven Capabilities

The platform uses AI-driven predictive planning, flexible modeling, and analysis to help teams build data-driven quota plans. Territory coverage optimization is built into the planning process.

Use Case

Oracle Sales Planning Cloud fits large enterprises that need a planning tool capable of handling complexity across multiple business units and regions.

Making the Right Choice

The sales planning software market continues to grow because teams keep looking for ways to remove guesswork from their process. Each tool on this list addresses a different set of problems. Maptive handles geography and territory planning better than any other option. Salesforce Sales Cloud and HubSpot Sales Hub bring AI-powered automation to pipeline management. Anaplan offers flexible modeling for quota and compensation planning. Pipedrive keeps things simple for smaller teams. Clari and Gong focus on forecasting and conversation intelligence. Oracle serves enterprises with complex planning needs.

Your choice depends on where your current process breaks down. If your reps waste hours on the road because territories are poorly designed, start with Maptive. If forecasting accuracy is the problem, look at Clari or Gong. If you need a full CRM with planning features baked in, Salesforce or HubSpot will handle that.

The best tool is the one that solves your actual problem.

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