About Us

Plan 2 Win Software was founded by sales veterans and former VP of Sales. We saw that Sales Force Automation/ CRM Systems needed to provide strategic territory and account sales planning templates to support today’s selling techniques and strategies.

The most common comment we receive is that our apps are straight-forward and easy to use and learn. Our key account management and territory planning templates enable salespeople to create and implement sales action plans to penetrate their territories and strategic accounts.

A SalesForce AppExchange Partner

Further, our sales planning templates enable salespeople to create, monitor and manage action plans right in their Salesforce.com environment. So, sales teams can respond to changes in their territories and key accounts quickly to fill their funnels with better prospects, focus their time and resources and  grow their business!

These plans are perfect for Quarterly Business Reviews (QBR’s) and strategic account reviews. This saves time re-entering data and streamlines the sales planning process.

The Bottom Line: Our sales planning apps enable sales people to build and implement more effective territory and account plans quickly – and produce better sales results.