Customers

Here’s what people say about our Apps

  • Straight-forward, easy to use.
  • Good value for the money.
  • It’s important to have sales plans integrated into Salesforce.com.

“It’s the kind of tool you need to run your business.”
- Steve Daniel, Chief Sales Officer, Solar FlexRack

These apps transform Salesforce from a data repository into a strategic selling tool.”
- Joan Washburn, CEO, sales consultancy, former VP of Sales at Siemens Healthcare, PETNET, CTI

“It makes Salesforce a usable tool for salespeople… to build and manage their plan.”
- Ed Bronder, Director of Business Development, Alliance Imaging

Over each of the last 3 years we have achieved double-digit sales growth. Account Plan Pro has assisted us in applying critical thinking to our account planning process and has contributed to more effective management of our accounts. Adding Account Plan Pro to our broader sales account management process has contributed to our success.”
- Dave Thomas, Director of Sales of American Institute for Chartered Property Casualty Underwriters and the Insurance

“Simple, easy territory planning tool. Excellent tool to get Territory Account Managers quickly focused to identify key opportunities and ensure they are building strong buying relationships with strategic clients. Installation friendly; deployed globally with no issues.”
- Anne Rawls, Business Application Manager, Avaya

“This is simple elegance.”
- Marc Friedman, Vice President of ESIS, a global insurance company

“Great way to integrate written plans into SalesForce.com. Nicely priced app that takes all of the written ‘side notes’ we kept on accounts and puts them into an organized fashion. Fast and easy to setup.”
- Michael Healey, President and CTO, Yeoman Technology Group

“Your tools are an essential part of a successful sales team these days and truly the difference between good and great.”
- Marc Savas, CEO of Living Full Blast

“We love the application and are taking full advantage of it. It makes mine and my manager’s life a whole lot easier.”
- Cat Fizzell, Strategic Account Manager formerly with Innography

“Our sales team was seeking a better way to build strategic account plans. We needed a sales planning template and one place that everyone could access it. Account Plan Pro was selected because of the quick ramp up time and minimal training. Account Plan Pro has improved our sales results through better planning and use of stakeholders in executing these plans.”
- Derek Forcher, Sales Manager, Symphony Teleca

“Plan 2 Win Software has helped simplify the territory planning process for my team saving the time and effort it takes to consistently manage and update their sales plans. It is helping the team better execute against their sales targets. The application was simple to install, took less than an hour to learn to use, and provided immediate impact in helping our team better plan. Having the plan truly integrated into sf.com provides the constant reminder that planning is essential to any seller’s success.”
- Jeff Heine, Vice President of Sales, Outstart

“We purchased Account Plan Pro to work side by side with Territory Plan Pro. By taking our ‘A’ Accounts and enforcing rules of Account Management at our most important clients with a solid business plan we expect to increase our sales per account by 30-50%. For those about to embark on account planning, this product asks all the right questions and forces Sales to really understand their markets, clients and industry players. The product does all it’s supposed to do and most importantly, the company is there to help you succeed. Great Price as well. You can’t go wrong with this product.”
- Bill Morgan, Vice President of Sales, Credo Technology Solutions

“These account planning and pre calling apps are strong differentiators. They provide a strong competitive advantage in the markets in which I operate.”
- Thomas Landschof, President of a Global Strategy Consultancy Firm

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