About You

You are using Salesforce.com and want to get more out of it. You want to have the most productive sales force. Plan2Win apps help you make it happen by enabling your team to do better sales planning and thereby significantly improve their sales results. This provides distinct benefits to:

• Sales Executives (i.e. VP’s of Sales, CSO’s)
• Sales Directors and Managers
• Sales Operations Directors and Managers
• Salespeople/Account Executives

Here is the value our apps provide you:

Sales Executives (i.e. VP’s of Sales, CSO’s)

Challenge	Issue	Plan2Win App Solution
Achieving sales goals	Adjusting sales activities to meet this period’s goals may jeopardize next period’s results.	Our sales plan templates within Salesforce.com enable you to assess if you are on-track to meet short and long term sales goals.
Predictable results	Different aspects of sales plans require visibility to elements not provided for in our CRM.	Plan2Win apps add consistent tactical and strategic account and territory planning templates to salesforce.com.
Maintaining pipeline visibility	Need constant visibility into on-going changes in the pipeline for all opportunities and customers to adjust priorities and approach.	Our dashboards and reports provide insight into territory and account progress; augmenting the opportunity visibility built into Salesforce.com.
Sales performance optimization	Need tools to manage different sales processes for different types of customer engagements.	CRMs are optimized for tactical sales approach. Plan2Win apps enable strategic planning and implementation; tailored for each engagement.
Managing cost of sales	Need to be more productive; effectively leveraging current resources and partners to achieve objectives.	Standardizing account and territory planning templates improves communications, sales reviews, and reinforces use of Salesforce.com.

Sales Director/ Manager

Challenge	Issue	Plan2Win App Solution
Inconsistent sales performance across team	No consistent method for managing territories, pursuing accounts and opportunities.	Sales planning templates that provide consistent planning process, methodology and communication across the organization.
Hard to consistently hit short and medium term goals	Need better visibility to provide support and adapt in real-time.	Provide meaningful reports at account and territory level to adapt quickly.
Strategy not acted on	Must turn strategy into action to close deals and penetrate accounts.	Generate activities directly from strategy screen to drive behaviors and track actions.
Need visibility into status of sales efforts	Must guide and measure progress via meaningful account and territory reviews.	See current status via plans, reports and dashboards at territory and account level.

Sales Ops Director/Manager

Visibility to sales plans, reports and dashboards and changes in the environment.

Challenge	Issue	Plan2Win App Solution
Improving sales effectiveness	Inconsistent sales approach with minimal sales planning.	Provides consistent sales planning playbook, reports and dashboards to track progress.
Insufficient feedback to course correct and improve results	Need additional insights to enable quick course correction.	Visibility to sales plans, reports and dashboards and changes in the environment.
Getting sales team adoption	Difficult to guide process adoption; Providing real value to sales people.	Train team on app, experienced consultant provides guidance on engaging user adoption.
Demonstrating progress toward sales process metrics	Not having metrics and regular reviews at account and territory level to guide progress.	Enables visibility into activity and progress at the account and territory level.

Sales Person/Territory or Account Manager

Creating a sales plan enables you to identify and respond to issues quickly.

Challenge	Issue	Plan2Win App Solution
Unexpected sales process stalls or losses	Need to identify and solve problems quickly and keep sales process progressing.	Creating a sales plan enables you to identify and respond to issues quickly.
Staying on top of rapid changes	It’s hard to identify and respond to effectively changes in the marketplace, accounts, etc.	Planning template that helps you capture trends and respond to them quickly and effectively.
Maximizing results from territory, accounts	Need reliable approach to improve sales results in challenging selling environments.	Sales action plan that includes strategies and activities to maximize results.
Not enough time	Need to use time as productively as possible.	90 day sales plan to be more productive, provide reports needed by management.

 

Our apps provide sales planning templates to help you manage opportunities, accounts, territory and execute plans to consistently achieve your goals.

Plan2Win apps support the sales planning and sales force account planning processes; making it easier to create territory plans or account plans in Salesforce.com. They work within Salesforce.com and make it easy for your sales force to quickly create and implement territory and account plans to improve their sales results.

In addition, we provide sales force training on writing a sales plan with sales plans examples, so that everyone on your team will understand how to use our sales planning templates within Salesforce.com for the best business results.