Audience

B2B companies with complex sales cycles

About OpPlan

Improve forecasting accuracy, achieve higher win rates, and reduce salesperson churn. “The” solution for your sales organization brings together CRM, benchmarking, analytics, competitive SWOT’s, sales strategies, action plans and much more! Effectively benchmark your opportunities and contacts with a simple scoring system. You will be able to quickly gauge the status of your opportunities, buying committee, sales team utilization, and win/loss ratio. Easily apply and maintain the strengths, weaknesses, opportunities, and threats (or SWOT) of your competition. Answer a series of questions around the current state of the opportunity and the appropriate strategy is revealed with coaching. Compile a list of actions with your prospects and get agreement on the steps to close the deal. Proven process to get deals unstuck and reveal interest level.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Winning Sales Plan
Founded: 2009
United States
www.winningsalesplan.com

Videos and Screen Captures

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Product Details

Platforms Supported
Windows
Cloud
iPhone
iPad
Android
Training
Live Online
In Person
Support
Phone Support

OpPlan Frequently Asked Questions

Q: What kinds of users and organization types does OpPlan work with?
Q: What languages does OpPlan support in their product?
Q: What kind of support options does OpPlan offer?
Q: Does OpPlan have a mobile app?
Q: What type of training does OpPlan provide?

OpPlan Product Features

Lead Management

Lead Scoring Supported
Pipeline Management Supported
Source Tracking Supported
Activity Tracking Not Supported
Campaign Management Not Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Not Supported
Lead Segmentation Not Supported
Prospecting Tools Not Supported

Sales Coaching

Assessments Supported
Call Recording Supported
Goal Setting / Tracking Supported
Learning Plans Supported
Onboarding Supported
Performance Metrics Supported
Audio / Video Conferencing Not Supported
Built-In Course Authoring Not Supported
Gamification Not Supported

Sales Forecasting

Competitor Analysis Supported
Dashboard Supported
Dynamic Modeling Supported
Exception Reporting Supported
Graphical Data Presentation Supported
Modeling & Simulation Supported
Performance Metrics Supported
Sales Trend Analysis Supported
Statistical Analysis Supported
Correlation Analysis Not Supported

Sales Intelligence

CRM Integration Supported
Lead Scoring Supported
Performance Management Supported
Pipeline Management Supported
Reporting/Analytics Supported
Data Cleaning Not Supported
Data Enrichment Not Supported
Data Import/Export Not Supported
Data Mining Not Supported
Data Verification Not Supported
Email Integration Not Supported
List Building Not Supported
Predictive Modeling/Analytics Not Supported
Prospecting Tools Not Supported
Sales Forecasting Not Supported

Sales Tracking

Activity Dashboard Not Supported
Alerts / Notifications Not Supported
Appointment Scheduling Not Supported
Call Logging Not Supported
Comments / Notes Not Supported
Custom Reports Not Supported
Document Management Not Supported
Email Templates Not Supported
Interaction Tracking Not Supported
Lead Management Not Supported
Lead Scoring Not Supported
Reporting / Analytics Not Supported
Pipeline Management Not Supported
Task Management Not Supported

OpPlan Additional Categories