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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
Ringlead Automotive ensures that every online lead is connected to a live salesperson in less than 60 seconds, eliminating the need for a CRM queue or any manual callbacks. This means your sales team engages with potential customers before they even have a chance to reach out to competitors.
Upon the arrival of a lead, the designated salesperson receives a phone call accompanied by a whisper message detailing the customer's name and the vehicle they are interested in. Each interaction is recorded, transcribed, and evaluated by AI, which assigns a grade from A to F based on performance metrics, highlighting any missed appointments, unresolved objections, or inadequate greetings automatically.
The platform was developed by a team of former general managers and general sales managers who have analyzed over 50,000 calls and facilitated more than 20,000 automotive transactions. It seamlessly integrates with more than 30 different CRMs, including popular options like VinSolutions, ELEAD, DealerSocket, DriveCentric, CDK, and Tekion, among others.
Most dealerships can start using the service within just 48 hours, and if they do not achieve at least 20 booked appointments within the first 30 days, they will receive the following month free of charge, with absolutely no setup fees required. This innovative approach not only streamlines the lead conversion process but also significantly enhances the overall efficiency of the sales team.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$1495
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
Plan2Win Software
Founded
2007
Country
United States
Website
www.plan2winsoftware.com
Vendor Details
Company Name
Ringlead Automotive
Founded
2024
Country
Canada
Website
www.ringlead.ca
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
