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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

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 

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