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

Make sure that your teams have all the information they need, whether as regards training, coaching or content. Adjust your sales strategy and procedures thanks to greater visibility on each interaction. Concentrate on human relationships in order to create value and grow your company. Enable your salespeople to provide an incredible experience during appointments. Reduce the sales cycle by interacting with your prospects at the right moment. Develop their skills in line with individual knowledge and shortcomings. Motivate and engage your teams and obtain optimal results. Speed up new salespeople’s integration. Reduce the time between recruitment and first sale. Provide your marketing teams with the right vision of their work. Give salespeople the means to develop their capacities with the right content. Align your marketing and sales teams via notifications in real time.

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 searching for a solution to manage and improve their operations

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

No information available.
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 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
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

Touch & Sell
France
www.touch-sell.com

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Categories

Categories

Presentation Features

3D Objects
Animations & Transitions
Audio Content
Collaboration Tools
Content Library
Customizable Templates
Media Library
Offline Editing
Offline Presenting
Screen Sharing
Search/Filter
Templates
Video Content

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Integrations

Salesforce

Integrations

Salesforce
Claim Plan2Win and update features and information
Claim Plan2Win and update features and information
Claim Touch & Sell and update features and information
Claim Touch & Sell and update features and information