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 or more licenses) on how to use Account Plan Pro and/or Territory Plan Pro, including sales plan samples, to achieve your sales goals.

Additional Training and Consulting

These sessions build upon years of experience. They are offered in a number of formats.
  • Web-based or in-person
  • 1 hour, 2 hour, 4 hour, full day sessions

Overviews and pricing of our 1-hour, web-based sessions:

Customization
There is a certain amount of customization that you can do. We, also, provide customization services- customizing our app in your instance. For larger orders, we can create a customized package to meet your specific needs. To discuss this further, please email info@Plan2WinSoftware.com or call 650-508-0622.

Territory and Account Management Coaching
The program includes remote coaching sessions with sales managers and sales people. It covers strategic account and territory management best practices and critical success factors for engaging user adoption.

Learn more about our Consulting Services to help you succeed with territory and account management.

Please contact us at 650-508-0622 or info@Plan2WinSoftware.com to discuss how we can help you achieve your objectives.

Breakthrough Inc. logo

 

We provide these services though our consulting arm, Breakthrough, Inc. 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. Learn more.

 

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