+1-925-932-2007, info@plan2winsoftware.com

Support, Training and Customization

Support services to help you succeed

Technical support

Contact us if you have any questions regarding installing or implementing Account Plan Pro, Territory Plan Pro or Pre Call Plan.

Product training

We provide free product training when you purchase Territory Plan Pro or Account Plan Pro for 5 users or more. This web-based product training covers how to use Account and/or Territory Plan Pro, including sales plan samples plus review of reports and dashboard to achieve your sales goals.

Email or call us at +1-650-508-0622 to schedule your kick-starter training.

Best Practices training

We provide additional training regarding account and territory management Best Practices to help you accelerate your efforts. We have pre-configured sessions and can customize sessions to fit your specific needs. Our classes are:

  • Web-based or conducted in-person
  • Last 1 hour, 2 hours, 4 hours or all-day sessions

Contact us to learn more about:

  • Territory Management Best Practices
  • Strategic Account Management Best Practices
  • Engaging User Adoption

Customization of Plan 2 Win apps

We designed Plan 2 Win applications to be methodology-neutral and extremely flexible. However, you may want to customize the applications to perfectly suit your offering, your industry and your team.

Our hand-selected partners provide customization services, and can make Plan 2 Win’s Account and Territory Plan Pro applications fit your needs more specifically.

Contact us to be introduced to our customization partners.

Territory and Account Management Consulting

Being experts in sales account and territory management, we know how to guide the leaders. We can mentor you on sales management processes and how to get the most from your sales planning methods.

Mentoring is done by people who have been providing sales consulting for business to business complex selling, including key account and territory management, for over 20 years.

Contact us and let’s discuss how we can support you in achieving your objectives.