Services

Initial Training
With the purchase of Territory Plan Pro and Account Plan Pro, we provide an initial web-based training for your team (free with the purchase of 5+ licenses), including:

  • An overview of good sales planning methods
  • How to use Territory Plan Pro and/or Account Plan Pro

A SalesForce AppExchange Partner

Customization
For larger orders, we create a customized package to meet your specific needs. To discuss this further, please email info@Plan2WinSoftware.com or call 650-508-0622.

Additional Training and Consulting
Breakthrough Inc. logoWe provide additional training and consulting on territory and account planning best practices though our sister company, Breakthrough, Inc. Breakthrough and its principals have been providing sales consulting for business to business, complex selling for over 20 years. Please go to www.Breakthrough-inc.com, email info@Breakthrough-inc.com or call 650-508-0622 to discuss how you can achieve your goals.

Supporting User Adoption is one of the key elements in the successful use of any new method or tool. We have designed two programs to ensure your success:

Territory and Account Planning Best Practice Session:
This session reviews sales best practices regarding territory management and strategic account planning and plan execution. It builds upon years of experience and is offered in half-day and full-day sessions. Learn more
Territory and Account Planning Coaching:
The program includes 5 remote coaching sessions with sales managers and with sales people over a 3 month period. It covers territory and account planning best practices and critical success factors for user adoption. Learn more
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