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Average Ratings 0 Ratings

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ease
features
design
support

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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

Enhance your Key Account Management and sales processes seamlessly within Salesforce using Strategy Mapper. Don't leave your success to chance; ensure your teams adhere to the defined sales methodology right within Salesforce! Effectively manage your vital accounts to boost revenue and achieve success, all within the Salesforce environment. Integrate your sales process into each opportunity plan for uniformity in all selling scenarios. Provide tailored sales coaching specific to your products and solutions to sustain your competitive edge. Strategically plan, schedule, and execute all essential meetings using Salesforce. Capture “Actionable Intelligence” to help you stay ahead of the competition. Create detailed, dynamic org charts to understand your position with each stakeholder in every account and opportunity. Visually and dynamically represent your customer’s organization, highlighting the roles and perspectives of key individuals. Additionally, document and communicate the competitive landscape, including their strengths and weaknesses, through SWOT analysis to further inform your strategy. By leveraging these tools, you can ensure that your sales efforts are consistently aligned with your overarching business goals.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 

Integrations

Salesforce Yes 

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

Point N Time

Founded

2011

Country

United States

Website

pointntime.com/solutions/strategy-mapper/

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 

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