Territory Planning

Sales Plan Template to improve sales results!

Territory Plan Pro for Salesforce.com is a sales planning template used by sales people to create and implement strategic  territory plan. It  guides the sales person through the selection of high-leverage accounts and opportunities and the strategies and activities to produce the best results, including sales growth and quota achievement.

These 90 day sales plans are perfect for Quarterly Business Reviews (QBRs) and save time re-entering data and provide one place to review and fine-tune the plan. Territory Plan Pro is ideal for people who manage a territory or vertical market with many accounts and are engaged in proactive selling.

Create a Territory Plan, including:

• Goals & Strategies to achieve them
• Accounts & Opportunities to win
• Pipeline needed to achieve goal
• SWOT analysis
• Partners/relationships to leverage
• Sum open and closed opportunities
• Automatically bring in accounts, opportunities
• Connect strategy to action
• Reports & Dashboards to track progress

Benefits

• Improve sales performance
• Ramp up quickly and easily
• Manage and guide progress
• Great Value: only $140 / user / year *

See screenshots of Territory Plan Pro.

Learn more and try Territory Plan Pro at the SalesForce AppExchange.

* For Salesforce.com Group edition, use Territory Plan for Group edition… reduced functionality… $110/user/yr