+1-650-508-0622, info@plan2winsoftware.com

Practical sales planning tools

Strategic account, sales territory and pre-call planning tools for B2B that work in Salesforce.com

“Excited” and “relieved” are words sales managers use once they add Plan 2 Win sales planning tools to their SalesForce.com environment. Territory and strategic account planning should not be complex, but most sales planning tools are. That is why we took a different path.

Your teams produce better, sustained sales results when there is a sales plan and when they easily execute the strategy. Plan 2 Win applications are designed to:

  • Take little effort to get started
  • Create effective territory, account and pre-call plans
  • Coordinate sales execution with precise focus
  • Work with your preferred methodology
  • Help you visualize your sales situation and thus make your numbers

Plan 2 Win Overview PDF

Strategic account planning

Drive results with strategic account planning, management

Planning strategic account sales is essential to making your numbers. It requires setting goals, exposing key trends, pipeline analysis, activity monitoring and more. Sounds complicated, but it isn’t with Plan 2 Win’s Account Plan Pro. And with a free 30-day trial, there is no risk in discovering how you can:

  • Quickly ramp-up account planning
  • Drive account penetration
  • Shorten sales cycles
  • Increase Average Selling Price (ASP) and margins
  • Improve your win ratio
“We purchased Account Plan Pro to work side by side with Territory Plan Pro. We expect to increase our sales per account by 30-50%.”
–Bill Morgan, VP of Sales,
Credo Technology Solutions


Sales territory plans

Planned sales territories lead to focused selling

Great territory plans leverage your knowledge of key trends. This includes visualizing target accounts, opportunity, and partner relationship strategies, assign customer outreach tasks and more. Plan 2 Win’s Territory Plan Pro pulls together all this and more inside your SalesForce.com environment.

“Territory Plan Pro has become an integral part of how we are managing our sales territories. I highly recommend it to any company using SF.com as a way of enhancing the sales planning process.”

–Terry Hirsch, CEO,
Security Weaver


Plan your sales calls

Sales call planning shortens sales cycles and avoids lost sales

Assuring sales people 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 sales people more successful. Plan 2 Win’s free Pre-Call Planning app extends SalesForce.com’s action planning further, assuring your sales people have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer.

PCP screen shot 2014

Services to accelerate sales planning effectiveness

Quick ramp-up, training, customization and coaching

Sales planning is easy with Plan 2 Win apps. And we are ready to accelerate the process for you. We can train your sales team, provide you with management coaching, and are available for technical support. You can have customized versions of Account Plan Pro, Territory Plan Pro and Pre-Call Planning to better accommodate your sales teams’ needs.

“Best sales assistance ever! The responsiveness to my questions was a 10 Star experience!”
–Stephanie Dawson, Relationship Manager

Sales planning book

Two sales planning masters share insights for success

Knowledge is as important as good sales planning software. Ron Snyder and Eric Doner teamed-up to write the PLAN to WIN Tweet Book. Covering topics from sales planning fundamentals to account and territory management, our PLAN to WIN Tweet Book completes your sales management education.

“Very impressive integration of planning, strategy, and tactics combined with execution and assessment to close the loop in pursuit of sales growth.”
Owen G. Foster, SVP Marketing Resources
Rochester Midland Corporation