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

Support, training and customization

Plan 2 Win sales planning tools can be customized to work for you

Plan 2 Win customers give us many testimonials, not only because our SalesForce.com sales planning applications deliver results, but because we provide the services to help you succeed.

Technical support

Technical support is included as part of your subscription. Contact us should you have any difficulties installing or implementing Account Plan Pro, Territory Plan Pro or Pre Call Plan.


Kick-start product training

To assure you are successful, we provide free product training when you purchase Territory Plan Pro and Account Plan Pro for five or more users. This web-based product training is for your entire team, and 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 for Plan 2 Win sales planning applications once you have installed them via SalesForce.com’s AppExchange


Additional Plan 2 Win training

Once you are productively planning your accounts and territories, you may want to accelerate your sales management efforts further. We are here to help with live sales training configured 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 now to learn more about discovering:

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

Customization of Plan 2 Win applications

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 like a glove. Contact us to be introduced to our customization partners.


Territory and account management coaching

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 Breakthrough, Inc., also headed by Plan 2 Win President Ron Snyder. Breakthrough and its principals have been providing sales consulting for business to business complex selling, including key account and territory management, for over 20 years.

Contact us now and let’s explore your sales management situation and how having a mentor will break your strategic account and territory management logjams.