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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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

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

Product Features

Visitor Management

Alerts/Notifications
Badge Management
Document Management
ID Scan
Pre-Registration
Registration Management
Self Check-in
Visitor Tracking
Watch List

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