Plan2Win

Plan2Win

Plan2Win Software
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About

Account planning tools analyze customer & market data to generate plans to build client revenue. Download your free account planning template. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. These account planning tools enable a strategic approach to finding the best solutions for strategic account clients and retaining them as customers. Drive collaboration across sales, finance, and operations. Automate revenue forecasting. Spend time making decisions, not hunting for information. Real-time scenario planning and what-if analysis.

About

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams and businesses looking for a solution to improve their customer experience

Audience

Sales teams in need of an advanced Account Planning solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

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

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Reviews/Ratings

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

ForecastEra
Founded: 2014
United States
forecastera.com

Company Information

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

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Categories

Categories

Integrations

Salesforce

Integrations

Salesforce
Claim ForecastEra and update features and information
Claim ForecastEra and update features and information
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Claim Plan2Win and update features and information