+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 to achieve your sales goals.

  • We provide a guided tour of how to create plans, use the dashboards, generate reports and more.
  • We answer your team’s questions.

Email or call us at +1-925-932-2007 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.

Account Management Best Practices

This web-based class guides your sales team through the specifics of strategic account management, and delivers to them a set of actions (checklists) that will improve their sales results. Cost: $150 for each 1 hour session.

The topics covered in this session include:

  • Importance of account management
  • Best/worst strategic account sales practices
  • Selecting target accounts
  • Trend and SWOT analysis
  • Choosing the best account strategy to win or build account share
  • Generating account opportunity strategies
  • Your 13 week quarterly account management action plan
  • Monitoring and managing account progress

Territory Management Best Practices

We review a rich set of territory management best practices. Cost: $150 for each 1 hour session.

  • The importance of territory management
  • Territory management best/worst practices
  • How trend and SWOT analysis affects territory planning
  • Selecting the best target accounts and opportunities
  • Leveraging your network for targets and opportunities
  • 13 week quarterly territory management action plan
  • Monitoring and managing the Territory Plan Progress

Contact us to learn more about other Best Practices training or how to customize these sessions for your team.


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.