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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

As digitization rapidly advances across various industries, wholesale distributors increasingly find themselves in need of an effective sales force system. In this competitive and fast-paced environment, a robust sales force system is crucial for enhancing the effectiveness of external salespeople, optimizing their time, and simplifying the order process. Without a centralized and automated system that provides additional functionalities, monitoring each salesperson's performance, visit frequency, and intervals between visits can become an overwhelming task for commercial managers. Furthermore, tracking conversion rates, sales orders, and contributions to achieving commercial objectives, along with real-time sales oversight and support, is essential for boosting the productivity and income of external sellers. Nevertheless, simply choosing any sales force system won't automatically ensure these benefits are realized; careful selection and implementation are necessary to meet the specific needs of the business. Ultimately, the right system can lead to a significant competitive advantage in a market characterized by constant change and high demands.

Description

With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce

Integrations

Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Máxima Sistemas

Founded

2009

Country

Brazil

Website

maximatech.com.br/

Vendor Details

Company Name

Plan2Win Software

Founded

2007

Country

United States

Website

www.plan2winsoftware.com

Product Features

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

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