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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
Ensure that your teams are equipped with all necessary information related to training, coaching, and content. Enhance your sales strategy and processes by leveraging improved visibility into every interaction. Focus on fostering human connections to generate value and expand your business. Empower your sales personnel to deliver exceptional experiences during client meetings. Shorten the sales cycle by reaching out to prospects at the most opportune moments. Tailor their development to address individual knowledge gaps and weaknesses. Inspire and engage your teams to achieve peak performance. Accelerate the onboarding process for new sales representatives. Minimize the duration between hiring and making the first sale. Provide your marketing teams with a clear understanding of their contributions. Equip your sales staff with the necessary resources to enhance their skills through relevant content. Facilitate real-time notifications to synchronize your marketing and sales teams effectively, allowing for seamless collaboration. By doing so, you can create a more cohesive working environment that drives success.
API Access
Has API
API Access
Has API
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
Touch & Sell
Country
France
Website
www.touch-sell.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
Presentation
3D Objects
Animations & Transitions
Audio Content
Collaboration Tools
Content Library
Customizable Templates
Media Library
Offline Editing
Offline Presenting
Screen Sharing
Search/Filter
Templates
Video Content
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management