Average Ratings 0 Ratings
Average Ratings 2 Ratings
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
Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Abacum
Bindbee
ClickCease
Data Sentinel
Domo
Imprint Engine
Lano
Lightcast Gazelle
LumApps
Integrations
Salesforce
Abacum
Bindbee
ClickCease
Data Sentinel
Domo
Imprint Engine
Lano
Lightcast Gazelle
LumApps
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
Workday
Founded
2005
Country
United States
Website
www.workday.com/en-us/products/adaptive-planning/overview.html
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
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Nonprofit
Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards