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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
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
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