Plan2Win

Plan2Win

Plan2Win Software
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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.

About

India’s top automatic invoicing system and field sales software. Routewise orders, and payment collection on the go using your smartphone. Real-time tracking of your sales activity, orders, GST invoices, purchases, and payments. Real-time tracking of your salesperson, invoicing, and payment management. Take orders, and collect payments on the field. Set sales plans for your sales team, and track their sales activities. Manage payables and receivables along with collected payments simply through the mobile app. Also, get outlet-wise outstanding payment summary for detailed analysis. Generate all the sales and purchase invoices and make GST return filing more convenient. Have access to accounting reports that help get a business overview and make strategic business decisions for business growth. Configure the application the way it suits you. Set the permissions you want to give to your salespeople. Set the default transaction states as per your needs.

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

Sales teams in need of an advanced Account Planning solution

Audience

Companies requiring a solution to manage field sales and improve invoicing processes

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

No information available.
Free Version
Free Trial

Pricing

$24.36 per year
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

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

Pros & Cons from Real Users

Pros

  • Easy to use software for sales team and admin. Great support. Especially payment collection has made the payment cycles faster.
  • Cost effective Easy to use Best UI/UX Analytics Highly rated Useful software for all businesses Best sales automation software 24*7 customer service

Cons

  • More analytics needed. Reports are enough and sufficient but more comparison data should be there.
  • Nothing so far. I have been using it for months but i have never faced any issues yet

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

SalesOn
India
saleson.co.in/

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Prolifiq

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Plan2Win

Plan2Win

Plan2Win Software

Categories

Categories

Integrations

Salesforce
Symmetrical

Integrations

Salesforce
Symmetrical
Claim Plan2Win and update features and information
Claim Plan2Win and update features and information
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