Territory Plan Pro 3
Abstract
Sales Planning Simplified
Features and Benefits
Territory Plan pro for Salesforce.com is an integrated application for the
creation of a territory strategy and plan for your sales people. Built on the
curriculum taught to hundreds of sales people, this application will walk the
sales people through the process and allow them to assign tasks and choose
territories and opportunities for their plan and build a path toward quota
attainment.
Description
Territory Planning is used by both sales managers and sales executives for
creating and managing territory plans and the associated strategies and
execution tactics for these plans. Typically, the planning process is
performed at least once per quarter. It is used to guide the sales executive
through all of the activities and pitfalls with running his or her top territory.
Just as useful for a vertical focus, Territory Plan Pro provides the focus
needed to achieve sales goals.
Standardize the Planning process across the entire sales force
Enter quota, opportunity size; app calculates number of deals needed
The app calculates sum of closed and open opportunities
Funnel requirement and gap calculated by app- based on close ratio
Build a territory strategy and plan; leveraging SWOT analysis
Create a list of target accounts and opportunities
Create partner relationship strategies
Generate tasks and events for each strategy
Route the sales person’s plan to his manager for review, approval
Print the plan to a PDF
Reports and dashboards to track and guide progress
Requirements
Enterprise
Unlimited
Professional
Salesforce.com Edition
Contact us to use Territory Plan Pro 2 for Group edition
Highlights
Specifications
Plan 2 Win Software
Publisher
Create a Territory Plan, including:
Territory sales goals
The app calculates sum of closed opportunities, open opportunities and
revenue needed
Territory trend and SWOT analysis
Strategies for winning in the territory / vertical market
Specific Accounts and Opportunities to pursue
Strategic plan for each Account and Opportunity
Partners to leverage and your strategy for each
Activity plan to implement your strategies
Reports and dashboards to track and guide progress
www.plan2winsoftware.com
Native Salesforce.com CRM application
Type
Salesforce.com Certification
Yes
$140/year per user
Pricing
Free Web based Territory Planning session for the team
10 Day Site license Free Trial by clicking “Get it now!”
Discounts and Custom versions available for teams of over 25 Users.
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #1: Territory Plan Screen: Goals, Numbers, Territory Overview
App brings in
Accounts and
Opportunities
App calculates
Sales Needed,
Pipeline Gap
Identify top
goals
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650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #2: Territory Plan Screen: SWOT, Strategies, Activities
SWOT Analysis
Strategies
From Strategies,
generate Tasks & Events
www.plan2winsoftware.com
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #3: Territory Plan Screen: Opportunities, Relationships, Team, Partners, Activities, Approval
www.plan2winsoftware.com
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #4: Target Account Strategy
Generate Plan for
each Target Account
www.plan2winsoftware.com
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #5: Target Opportunity Strategy
Generate Plan
for each Target
Opportunity
www.plan2winsoftware.com
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #6: Dashboard
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650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #7: Reports
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650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #8: PDF: Plan Overview, Goals
PDF provides timestamped record of plan
www.plan2winsoftware.com
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #9: PDF: SWOT, Strategies
www.plan2winsoftware.com
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #10 : PDF: Account Strategy
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650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #11: PDF: Opportunity Strategy
www.plan2winsoftware.com
650-508-0622
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Territory Plan Pro 3
Sales Planning Simplified
Screenshot #12: PDF: Partner, Activities
www.plan2winsoftware.com
650-508-0622
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