Plan2Win Description

Account Plan Pro will help your team create and execute a strategic account plan more efficiently. You can view the status of your key accounts, opportunities, and sales funnel from within Salesforce. It works with both Lightning and Classic User Interfaces. It is accessible from anywhere and anytime via the internet, whether you are at work or on your mobile device.

Pricing

Free Trial:
Yes

Integrations

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Company Details

Company:
Plan2Win Software
Year Founded:
2007
Headquarters:
United States
Website:
www.plan2winsoftware.com

Media

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Product Details

Platforms
SaaS
Type of Training
Documentation
Customer Support
Online

Plan2Win Features and Options

Account Planning Software

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis