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Account Plan Pro

Build Your Strategic Account Plan within Salesforce

“Over each of the last 3 years we have achieved double-digit sales growth. Account Plan Pro has assisted us in applying critical thinking to our Account Plan Process and has contributed to more effective management of our accounts.”

Dave Thomas, Director of Sales
American Institute for Chartered Property Casualty Underwriters ­and the Insurance

With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel.

It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet… in your office or via mobile.

Low cost, High return, Quick ramp-up

Research shows that salespeople who do account planning are 41% more likely to achieve quota.

  • Make your numbers without investing a lot of time or money
  • Straight-forward tool for creating an effective strategic account plan
  • It is a seamless part of your Salesforce environment

Practical Account Planning that fits your selling style

You can keep your current sales methods while getting more productive with minimal effort.

Account Plan Pro is geared for the proactive, Business-to-Business sale and provides a template for defining:

  • Sales goals
  • SWOT Analysis and key trends
  • Opportunity targeting
  • Account strategies and tactics plans
  • Account team and partner participation
  • Clear sales action plans

It helps you, the sales manager, keep abreast of sales team effectiveness by:

  • Visualizing sales progress toward goals
  • Identifying sales coaching/mentoring opportunities

Your sales team and partners are always part of the plan:

  • Use Account Plan Pro from any device, anywhere
  • Plans can be exported to PDFs to share with people outside your Salesforce environment
  • Works with Salesforce Lightning and Classic User Interfaces

Free Trial of Account Plan Pro

30-Day Free Trial

“Plan 2 Win Software has helped simplify the Territory Plan Process for my team saving the time and effort it takes to consistently manage and update their sales plans. It is helping the team better execute against their sales targets. The application was simple to install, took less than an hour to learn to use, and provided immediate impact in helping our team better plan. Having the plan truly integrated into sf.com provides the constant reminder that planning is essential to any seller’s success.”
– Jeff Heine, Vice President of Sales, Outstart

Account Plan Pro Lightning UI Overview

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Account Plan Pro: Creating an Account Plan (Classic UI)

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Account Plan Pro Dashboard & Reports Overview (Classic UI)

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