Plan2Win

Plan2Win

Plan2Win Software
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About

Based on thorough, yet easily manageable account assessments directly in Salesforce this tool ensures a unique management overview of performance across all key accounts, while equipping strategic account managers with the best working environment to manage the complex journey of long-term account development. The unique potential of ARPEDIO Account Management: - Native to Salesforce - Know your key account-health score and compare across accounts - If the account assessment reveals any shortcomings, ARPEDIO instantly provides concrete, actionable steps - Customizable to fit any terminology and methodology This specific tool is a part of our overall Account-Based Selling Platform offering tools for Relationship Mapping, White Space Analysis and Opportunity Planning as well.

About

With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B Sales Professionals, SAM, KAM, Account Managers, Sales Reps, Commercial Excellence, Sales Leaders, VP Sales, Head of Accounts, etc.

Audience

Sales teams in need of an advanced Account Planning solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25 USD/user/month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • It's very simple to use, sales reps were able to learn this tool fairly easily. The tool provides so many key insights for the leaders during their sales meetings and in coaching their reps. We are so excited for how well the launch went and the ongoing support that Arpedio provides is outstanding.

Cons

  • At this point, we've not experienced any negative vibes so we are extremely happy with the solution.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ARPEDIO
Founded: 2012
Denmark
arpedio.com

Company Information

Plan2Win Software
Founded: 2007
United States
www.plan2winsoftware.com

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Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
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Claim ARPEDIO and update features and information
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