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

Xactly is an AI-driven sales performance management platform designed to help organizations plan, manage, motivate, and forecast revenue performance. The platform brings together incentive compensation, territory and quota planning, sales forecasting, pipeline management, compensation design, and crediting workflows in one connected environment. Xactly Incent automates commission calculations and payouts while giving sellers visibility into earnings and performance. Xactly Plan, Design, and Manage support territory planning, quota setting, compensation modeling, hierarchy management, credit assignments, and scenario analysis. Xactly Forecast combines pipeline information with compensation and performance data to help revenue teams produce more accurate forecasts and respond to changing conditions.

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

Sales leaders, revenue operations teams, compensation professionals, finance teams, sales operations managers, and enterprises that need integrated incentive compensation, territory planning, quota management, forecasting, and sales performance analytics

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

Xactly
Founded: 2005
United States
www.xactlycorp.com

Alternatives

Alternatives

Upland Altify

Upland Altify

Upland Software
Prolifiq

Prolifiq

Prolifiq.ai

Categories

Categories

Integrations

Salesforce
Xactly AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan

Integrations

Salesforce
Xactly AlignStar
Xactly Forecasting
Xactly Incent
Xactly Insights
Xactly Objectives
Xactly Plan
Claim Plan2Win and update features and information
Claim Plan2Win and update features and information
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Claim Xactly and update features and information