Plan2Win 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.
Plan2Win Alternatives
DemandFarm
DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts:
Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators.
Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place.
Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence.
DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant.
Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com
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People.ai
Unlock the full capabilities of your sales and marketing strategy by leveraging actionable insights that can enhance pipeline generation and influence the success of in-quarter deals. People.ai consolidates all revenue-related activity data while enriching each account and opportunity with cutting-edge insights that not only expedite the creation of high-quality pipelines but also enhance the execution of every transaction. Maintain a clear connection with all aspects of account engagement, ensuring that your entire team is aware of who is interacting and identifying opportunities for pipeline acceleration and expansion. Gain a comprehensive understanding of how every individual and action impacts the evolution of a deal, allowing you to offer practical recommendations aimed at boosting representative performance. Our innovative data platform dismantles data silos and employs patented AI technology to draw connections between buyer engagement and seller effectiveness, delivering insights that enhance the intelligence of your entire Revenue Engine. By integrating these insights, you can make informed decisions that drive better results and foster continuous improvement across your sales initiatives.
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Clari
A Revenue Operations Platform that increases revenue results. Automated CRM updates Check. Time series analysis? Check. Clari offers more than just innovative features. Clari solves the real problem by combining revenue intelligence, forecasting, and execution insights. It is efficient and predictable in hitting your targets every quarter. Clari's Revenue Operations Platform is purpose-built to increase revenue predictability. It takes previously untapped data, such as call logs, CRM, email, and CRM, and turns it into execution insights that you can use for your entire revenue team. Clari combines AI insights with human intuition to enable your team to forecast with greater accuracy and foresight. It uses a consistent, automated process that can be used to manage all businesses in your company. You can collect valuable activity data from prospects, customers, and reps so you are always up to date on what's happening in your deals, in your business, and with your team.
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Revegy
Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.
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Pricing
Free Trial:
Yes
Integrations
Company Details
Company:
Plan2Win Software
Year Founded:
2007
Headquarters:
United States
Website:
www.plan2winsoftware.com
Media
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Product Details
Platforms
Web-Based
Types of Training
Training Docs
Customer Support
Online Support
Plan2Win Features and Options
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