Average Ratings 1 Rating

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Average Ratings 0 Ratings

Total
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Description

Through comprehensive and user-friendly account evaluations directly within Salesforce, this innovative tool provides a distinctive management perspective on performance metrics for all significant accounts, while empowering strategic account managers with an optimal environment to navigate the intricate process of long-term account growth. The exceptional features of ARPEDIO Account Management include: - Seamless integration with Salesforce - Insight into your key account health score with comparative analysis across accounts - Prompt identification of any deficiencies in account assessments, accompanied by clear, actionable recommendations - Flexibility to adapt to any specific terminology and methodology. Furthermore, this tool integrates with our broader Account-Based Selling Platform, which also encompasses resources for Relationship Mapping, White Space Analysis, and Opportunity Planning, thereby enhancing strategic engagement with clients.

Description

With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce Yes 

Pricing Details

$25 USD/user/month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ARPEDIO

Founded

2012

Country

Denmark

Website

arpedio.com

Vendor Details

Company Name

Plan2Win Software

Founded

2007

Country

United States

Website

www.plan2winsoftware.com

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Org Chart

Collaboration No 
Data Import / Export No 
Drag & Drop No 
Interactive Elements No 
Photos / Images No 
Publishing / Sharing No 
Templates No 

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

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