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

Account Planning

Account Plan Pro

Strategic Account Planning

Territory Plan Pro

Sales Territory Planning

Pre Call Plan

Sales Call Planning

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 Account, Territory and Pre Call Planning in Salesforce.com

Affordable solutions to challenges sales teams face every day

  • Achieving sales goals
  • Maintaining pipeline visibility
  • Using resources effectively

Sales Executives - sales planning

Produce consistent, predictable results

Easily develop and manage sales plans

  • Ensure you have a good sales action plan and execution
  • Shift from “react” mode and focus on high probability accounts and opportunities
  • Shift from spreadsheets and presentations to tools that were designed for this job
  • Plans, dashboards and reports are easy to access and provide instant visibility
  • A common sales plan template for consistent plans that produce predictable results

home-div3-photo-q70 Sales managers / executives want

  • Strategic planning at the territory, account and opportunity level to prioritize accounts/opportunities and allocate resources effectively.
  • A common approach across their team for sales strategy and implementation.
  • Strategic planning tools built into Salesforce.com.
  • Apps that are easy to use and learn so they can get up to speed and reap the benefits quickly.
  • Tools that support their sales approach- vs. having to use the vendor’s sales methodology.
  • Visibility so they can respond quickly and provide guidance.
  • Apps that meet their needs out of the box yet can be customized.
  • Solutions that are cost-effective in dollars and training time.

This is what our Salesforce apps are designed to provide.


“Your tools are an essential part of a successful sales team these days and truly the difference between good and great.”
Marc Savas, CEO of Living Full Blast

Partial Customer List