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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Promomash stands out as the most comprehensive solution for managing retail sales and marketing in the industry. We empower emerging brands to streamline their retail channel marketing strategies, enabling them to boost sales through a robust collection of tools designed for effective planning, execution, and analysis of account management activities. Our approach combines innovative software with dedicated services that enhance your retail marketing efforts significantly. With our user-friendly software, you can effortlessly manage staffing, training, planning, scheduling, executing, reporting, and accounting tasks. Additionally, our exceptional client success team works diligently to transform your field events and activations from disarray to order. Establishing a thriving brand presence in retail stores starts with meticulously organizing all the essential components, including logistics, processes, and the personnel responsible for execution. A lack of control over any of these aspects can jeopardize your success right from the outset. While many claim to value your success, we genuinely embody this commitment. Ensuring our clients achieve their goals is the fundamental principle that drives every aspect of our operations. Ultimately, we believe that success is a journey best traveled together, with our expert guidance and support at every step.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$349 per month
Billed Annually
Free Trial No 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Plan2Win Software

Founded

2007

Country

United States

Website

www.plan2winsoftware.com

Vendor Details

Company Name

Promomash

Founded

2012

Country

United States

Website

promomash.com

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 

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 

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

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