Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Xactly Plan empowers businesses to streamline their go-to-market strategies with its comprehensive preconfigured features that can be tailored to enhance coverage while ensuring efficiency, enabling the testing of potential modifications, and providing ongoing performance analysis to keep revenue generation on track. Meanwhile, Xactly’s Intelligent Revenue platform fosters consistent, profitable, and robust revenue streams by dismantling barriers among your go-to-market teams, thereby facilitating effective planning, performance management, and forecasting. This platform offers the flexibility to adjust personnel and territory assignments, ensuring clear visibility of quotas, incentives, and objectives within a unified framework, which effectively converts sales strategies into tangible revenue increases. By focusing your teams on the most promising opportunities, you can assist them in realizing their full earning capabilities while driving overall business success.

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

Xactly

Founded

2005

Country

United States

Website

www.xactlycorp.com/products/xactly-plan

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

Alternatives

Upland Altify Reviews

Upland Altify

Upland Software

Alternatives