Plan2Win 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.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Plan2Win Software
Year Founded:
2007
Headquarters:
United States
Website:
www.plan2winsoftware.com
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
Plan2Win Features and Options
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