Practical sales planning tools

Account, territory and pre-call planning templates in Salesforce

“Straight-forward” is how most sales managers describe our sales planning templates.

Each Plan 2 Win Salesforce app is designed to:

  • Create and execute territory, account and pre-call plans
  • Get started quickly on your sales plan
  • Work with your sales methods
  • Be cost-effective

Account Plan Pro

Drive results with strategic account planning

Planning strategic account sales is essential to making your numbers. It requires setting goals, exposing key trends, pipeline analysis, activity monitoring and more. Try a free 30-day trial and discover how you can:

  • Quickly ramp-up your strategic account plan
  • Drive account penetration
  • Shorten sales cycles
  • Increase Average Selling Price (ASP) and margins
  • Improve your win ratio
“We purchased Account Plan Pro to work side by side with Territory Plan Pro. We expect to increase our sales per account by 30-50%.”
–Bill Morgan, VP of Sales,
Credo Technology Solutions


Territory Plan Pro

Sales territory planning leads to focused selling

Great territory plans leverage key trends, target accounts, key opportunities, partner relationships, create sales action plans and more. Territory Plan Pro enables this and more inside your SalesForce.com environment. Try a 30-day free trial.

  • Quickly ramp-up your sales territory plan
  • Drive sales across the region
  • Shorten sales cycles
  • Increase Average Selling Price (ASP) and margins
  • Improve your win ratio
“Territory Plan Pro has become an integral part of how we are managing our sales territories. I highly recommend it to any company using SF.com as a way of enhancing the sales planning process.”

–Terry Hirsch, CEO,
Security Weaver


Pre Call Plan

Sales call planning template in Salesforce.com

Assuring sales people know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your sales people more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your sales people have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer. Access our free Pre Call Plan.

PCP screen shot 2014

Services to accelerate sales planning effectiveness

Quick ramp-up, customization and consulting

Creating and executing a sales action plan is straight-forward with Plan 2 Win apps. We train your sales team on how to use the apps, provide you with management coaching, help you with customizing the apps and are available for technical support.

“Best sales assistance ever! The responsiveness to my questions was a 10 Star experience!”
–Stephanie Dawson, Relationship Manager