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Territory Plan Pro

Sales Territory Planning, Quick and Effective within Salesforce

“Simple, easy territory planning tool. Excellent tool to get territory account managers quickly focused to identify key opportunities and ensure they are building strong buying relationships with strategic clients. Installation friendly – deployed globally with no issues.”

Anne Rawls, Business Application Manager, Avaya

Create solid territory sales strategy with Territory Plan Pro. Help your sales teams leverage insights into their territories (geographic, industry, vertical markets, etc.), prioritize territory accounts and opportunities and create strategies to achieve their goals.

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

Sales Territory Plans focus sales team execution

Research shows that creating and implementing sales territory plans leads to:

  • Increased sales effectiveness by focusing the sales teams’ efforts
  • Shorter sales cycles by targeting high probability accounts and opportunities
  • Productive strategic reviews and territory management
  • Allocating resources more effectively
  • Improved visibility into territory activities and sales team coaching

Sales Territory Planning within Salesforce

As an integral part of your SalesForce environment, Territory Plan Pro drives greater sales success by:

  • Establishing a common territory planning process and sales plan template
  • Building insight-driven territory strategies and plans; leveraging key trends
  • Identifying ripe target accounts and opportunities
  • Creating high-impact strategies for key accounts, opportunities and partners
  • Guiding territory managers in generating sales action plans
  • Updating pipeline requirements and gaps based on sales goals and current activity
  • Generating reports and dashboards to track and guide progress

Free Trial of Territory Plan Pro

Free 30-Day Trial

“Plan 2 Win Software helped simplify the Territory Plan Process for my team, saving time and effort. 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. Having our territory plans truly integrated into sf.com provides constant reminders that planning is essential to any seller’s success.”
–Jeff Heine, Vice President of Sales, Outstart

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Territory Plan Pro: Creating a Territory Plan

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Territory Plan Pro: Dashboard & Reports Overview

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