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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

A more effective method for organizations to engage. Simple Lobby introduces a logical, efficient, and, we might say, enjoyable approach for organizations to establish connections. The unspoken issue. Organizations often waste valuable time managing sales inquiries, which distracts them from their essential tasks. Meanwhile, sales professionals spend excessive time researching, calling, emailing, and visiting companies in hopes of finding a decision-maker to present their value proposition. Daily, both sides lose out on opportunities that could be advantageous for everyone involved due to weariness and frustration. It's time to streamline this process. Simple Lobby presents a groundbreaking solution to enhance productivity, minimize communication exhaustion, and foster high-quality connections. So, how does it function? Salespeople can effortlessly showcase their value propositions to organizations, assured that their message will reach a key decision-maker, while organizations have the flexibility to assess the proposal at their own pace, thus fostering a more efficient interaction. This new paradigm not only saves time but also cultivates a more positive experience for both parties involved.

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

No price information available.
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) No 
Online Support No 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Plan2Win Software

Founded

2007

Country

United States

Website

www.plan2winsoftware.com

Vendor Details

Company Name

Simple Lobby

Country

United States

Website

www.simplelobby.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

Visitor Management

Alerts/Notifications No 
Badge Management No 
Document Management No 
ID Scan No 
Pre-Registration No 
Registration Management No 
Self Check-in No 
Visitor Tracking No 
Watch List No 

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