Plan2Win

Plan2Win

Plan2Win Software
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About

You can’t book meetings if you're engaging the wrong accounts. You need to dynamically distribute the right accounts at the right time. Increase sales efficiency by finding the black holes in your CRM and focusing reps on accounts that will convert, and move to dynamic books. It's time to move away from static territories to something more resilient and flexible. That's where dynamic books come in. We’ve owned a number and we’ve been in the RevOps trenches. We know what high-performance sales teams need because we’ve been there. Learn more about dynamic books, and how they provide a true alternative to static territories. Get our free guide to dynamic book management. Assignment of any built-in or custom object. Adaptive round-robin logic based on weight, capacity, and availability. Logging, audit history, and reporting, with all dynamic book management functionality, premium onboarding, and support.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Sales teams requiring a solution to adopt dynamic books and generate more pipeline with dynamic account assignment

Audience

Sales teams in need of an advanced Account Planning solution

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$200 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

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:

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Gradient Works
United States
www.gradient.works/

Company Information

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

Alternatives

Alternatives

Upland Altify

Upland Altify

Upland Software
Prolifiq

Prolifiq

Prolifiq.ai

Categories

Categories

Account Planning Supported
Sales Planning Supported

Integrations

Salesforce Supported
Beekeeper Supported
Clumio Supported
GoCardless Supported
Google Workspace Supported
LinearB Supported
Lumen by Talkwalker Supported
Microsoft 365 Supported
Outreach Supported
QuotaPath Supported
Salesloft Supported
Slack Supported
Upwork Supported

Integrations

Salesforce Supported
Beekeeper Not Supported
Clumio Not Supported
GoCardless Not Supported
Google Workspace Not Supported
LinearB Not Supported
Lumen by Talkwalker Not Supported
Microsoft 365 Not Supported
Outreach Not Supported
QuotaPath Not Supported
Salesloft Not Supported
Slack Not Supported
Upwork Not Supported
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Claim Gradient Works and update features and information
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