Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Catalog Management
No
Channel Management
No
Customer Accounts
No
Data Security
No
Email Marketing
No
Inventory Management
Yes
Kitting
No
Loyalty Program
No
Mobile Access
Yes
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
No
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
No
Product Features
Account Planning
Account Segmentation
No
Account Tracker
No
Annual Account Plan
No
Communication Matrix
No
Competitor Stacking
No
Dashboard
No
Performance Metrics
No
Relationship Mapping
No
Trend Monitoring
No
White Space Analysis
No