Audience

Sales teams in need of an advanced Account Planning solution

About Plan2Win

With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer.

Pricing

Free Trial:
Free Trial available.

Integrations

Ratings/Reviews

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Company Information

Plan2Win Software
Founded: 2007
United States
www.plan2winsoftware.com

Videos and Screen Captures

Other Useful Business Software
AI-generated apps that pass security review Icon
AI-generated apps that pass security review

Stop waiting on engineering. Build production-ready internal tools with AI—on your company data, in your cloud.

Retool lets you generate dashboards, admin panels, and workflows directly on your data. Type something like “Build me a revenue dashboard on my Stripe data” and get a working app with security, permissions, and compliance built in from day one. Whether on our cloud or self-hosted, create the internal software your team needs without compromising enterprise standards or control.
Try Retool free

Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Online

Plan2Win Frequently Asked Questions

Q: What kinds of users and organization types does Plan2Win work with?
Q: What languages does Plan2Win support in their product?
Q: What kind of support options does Plan2Win offer?
Q: What type of training does Plan2Win provide?
Q: Does Plan2Win offer a free trial?

Plan2Win Product Features

Account Planning

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