Better Planning
Improves Sales Results

Account Plan Pro

Strategic Account Planning

Territory Plan Pro

Sales Territory Planning

Pre Call Plan

Sales Call Planning

“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

Triple Lift
Global Atlantic
Financial Express
Amer Institute
Accordia Life


 Account and Territory Planning in Salesforce

Affordable solutions to challenges sales teams face every day

  • Forecasted deals stalling
  • Losing business that could have been won
  • Achieving challenging 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
  • Prioritize accounts/opportunities and allocate resources effectively.
  • A common approach across their team for sales strategy and implementation.
  • Strategic planning tools built into Salesforce.
  • 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.