10 Steps for Getting More Sales from your Team

Posted by Ron Snyder in Sales planning | 0 comments

If you want to make more money, you need to look at how you are harvesting the opportunities within your key accounts and across your sales territories! Research shows that World Class Sales Organizations performed 25% better on key sales metrics by using sales planning methods like these:

Using specific criteria to define a strategic account
Having a method for deciding on opportunities to pursue
Allocating the right resources to pursue large deals
Being highly effective at advancing opportunities
Leveraging the best practices of top performers

(Source: Miller Heiman Sales Best Practices Study) Sales organizations can maintain top performance by consistently developing and effectively executing sales plans for all of their accounts, opportunities and territories. Salespeople who handle account planning well are 41% more likely to achieve quota, according to the TAS Group. If you sell in any of these types of settings, then doing a better job of sales planning will translate into higher sales:

Account Success Using a Team Approach

Posted by Marty Levy in Best Practices | 0 comments

Success in selling to your most important accounts requires a team approach. Whether you classify customers as “strategic, major, key, target, or focus,” your probability of success in meeting your goals with an account will increase substantially when you assemble a team of supporting resources to supplement the work of the Account Manager. The Account Manager and a supporting cast of sales, technical specialists, and other internal and external resources working together will result in the greatest return from your relationship with your important customers. The customer’s cross-functional decision teams will find value from this approach too, as the “right” resources are applied to addressing all business issues related to a purchase from all impacted groups.

Account Plan Pro

Posted by admin | 0 comments

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.

PLAN2WIN APPS ARE DESIGNED TO WORK WITHIN THE SALESFORCE.COM ENVIRONMENT. ALL LICENSED USERS OF OUR APPS MUST HAVE A SALESFORCE.COM LICENSE. Our apps are designed to work in organizations that use Salesforce editions Professional and above.

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

Please adjust playback to 1080 HD on the YouTube Settings control. Our phone number has changed to 408-781-2446.

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

Please adjust playback to 1080 HD on the YouTube Settings control. Our phone number has changed to 408-781-2446.

Account Plan Pro Dashboard & Reports Overview (Classic UI)

Please adjust playback to 1080 HD on the YouTube Settings control. Our phone number has changed to 408-781-2446.

Plan2Win Software Terms and Conditions

Overview | Sales Planning Apps for Salesforce

Posted by admin | 0 comments

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

Shop Plan 2 Win

Plan 2 Win Overview PDF

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

Request Quote

About Account Plan Pro

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

Request Quote

About Territory Plan Pro

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.

About Pre Call Plan

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
Q2ebanking

About our Services

7 Strategies for Maximizing Account Planning Success

Posted by Ron Snyder in Account planning | 4 comments

By Ron Snyder and Marty Levy

One of the most important sales battlefields is the account. Winning at an account is more than winning a deal. In account management, you are seeking to earn a position of trust at your customer that enables you to grow and build your business over an extended period of time. Maximizing your share of the dollars your accounts spend in your product/service area is a key driver of sales success. The strategy decisions you make that position you to participate in and win an ever-increasing share of your customer's business are critical. Account managers should choose carefully the strategies in their key account plan that will yield the maximum results over time.

Account Planning is a Team Sport

Posted by Ron Snyder in Account planning | 0 comments

by Marty Levy

How do you approach account planning? Is it an individual or a team sport? Michael Jordan and LeBron James couldn’t win without great teams behind them. Similarly, even superstar Account Managers need a team of supporters behind them to succeed. When doing account planning we tend to focus on having the Account Manager develop “his/her” plan. Shouldn’t the entire account team be involved in building the account plan for your most important customers?

6 Account Management Worst Practices to Avoid

Posted by Ron Snyder in Account planning | 0 comments

What is the worst account management practice you've ever seen? Given the complexity of selling to large accounts today, it is easy to miss something that will end up costing you a lot of business. Further, one of the most important elements of account management is laying a good foundation. Without this, everything else is more difficult if not impossible! Poor account management causes the following problems.

Missing important opportunities to win new business in the account.
An inefficient sales process that unnecessarily increases sales cycle length.
Creating unnecessary stalls in the sales process.
Losing business you could have won.
Selling at a greater discount than necessary.

Here are the Six Account Management Worst Practices to avoid.

10 Steps for Getting More Sales from your Team

Account Success Using a Team Approach

Account Plan Pro

Account Plan Pro

Build Your Strategic Account Plan within Salesforce

Low cost, High return, Quick ramp-up

Practical Account Planning that fits your selling style

Free Trial of Account Plan Pro

Account Plan Pro Lightning UI Overview

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

Account Plan Pro Dashboard & Reports Overview (Classic UI)

Overview | Sales Planning Apps for Salesforce

Practical sales planning tools

Account, territory and pre-call planning templates in Salesforce

Account Plan Pro

Drive results with strategic account planning

Territory Plan Pro

Sales territory planning leads to focused selling

Pre Call Plan

Sales call planning template in Salesforce.com

Services to accelerate sales planning effectiveness

Quick ramp-up, customization and consulting

7 Strategies for Maximizing Account Planning Success

Account Planning is a Team Sport

6 Account Management Worst Practices to Avoid

About Plan 2 Win

Site Map

Recent Posts

Contact Plan 2 Win