Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Ensure that your teams are equipped with all necessary information related to training, coaching, and content. Enhance your sales strategy and processes by leveraging improved visibility into every interaction. Focus on fostering human connections to generate value and expand your business. Empower your sales personnel to deliver exceptional experiences during client meetings. Shorten the sales cycle by reaching out to prospects at the most opportune moments. Tailor their development to address individual knowledge gaps and weaknesses. Inspire and engage your teams to achieve peak performance. Accelerate the onboarding process for new sales representatives. Minimize the duration between hiring and making the first sale. Provide your marketing teams with a clear understanding of their contributions. Equip your sales staff with the necessary resources to enhance their skills through relevant content. Facilitate real-time notifications to synchronize your marketing and sales teams effectively, allowing for seamless collaboration. By doing so, you can create a more cohesive working environment that drives success.
API Access
Has API
No
API Access
Has API
No
Integrations
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
Yes
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
No
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Plan2Win Software
Founded
2007
Country
United States
Website
www.plan2winsoftware.com
Vendor Details
Company Name
Touch & Sell
Country
France
Website
www.touch-sell.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
Product Features
Presentation
3D Objects
No
Animations & Transitions
Yes
Audio Content
Yes
Collaboration Tools
No
Content Library
No
Customizable Templates
Yes
Media Library
Yes
Offline Editing
Yes
Offline Presenting
Yes
Screen Sharing
No
Search/Filter
Yes
Templates
No
Video Content
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
No
Performance Management
Yes
Presentation Management
Yes
Proposal Management
Yes
Territory Management
No
Training Management
Yes