Account Plan Pro 3
Sales Planning Simplified
Abstract
Features and Benefits
Account Plan Pro for Salesforce.com is an integrated application for the
creation of a Account strategy and plan for your sales people. Built on the
curriculum taught to hundreds of sales people, this application walks sales
people through the process and allows them to assign tasks and choose
accounts and opportunities for their plan and build a path toward quota
attainment.
Description
Account Plan Pro is used by account managers, sales managers and
executives for creating and managing account plans and the associated
strategies and execution of tactics for these plans. Typically, the planning
process is performed on the critical few, top current accounts and prospects.
The plan guides the account manager through all of the activities and pitfalls
with managing top accounts. Just as useful for a vertical focus, Account Plan
Pro provides the focus needed to penetrate the account and achieve even
aggressive sales goals.
Standardize the Planning process across the entire sales force
The app calculates sum of closed and open opportunities
Funnel requirement and gap calculated by app- based on close ratio
Build an account strategy and plan; leveraging SWOT analysis
Automatically bring in opportunities in the account
Create a target opportunity list and a plan to win each one
Generate tasks and events for each strategy
Build a task list based on the overall account view.
Create a relationship strategy for key buyers
Route the account manager’s plan to the manager for review, approval
Print the plan to a PDF
Reports and dashboards to track and guide progress
Requirements
Enterprise
Unlimited
Salesforce.com Edition
Use Account Plan Pro 2 for Professional and Group editions
Highlights
Specifications
Plan 2 Win Software
Publisher
Create an Account Plan, including:
Account sales goals.
The app calculates the sum of open and closed opportunities, new sales
needed and, based on close ratio, pipeline requirement and gap.
Description of account’s business
Strategy for penetrating the account
Specific Opportunities to pursue
Account relationships; strategies for each
Partners to leverage
Activities to implement the account plan
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 Account Planning session for the team
10 Day Site license Free Trial by clicking “Get it now!”
Discounts and Custom versions available for teams over 25 Users.
650-508-0622
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #1: Account Plan Screen: Account Information
App brings in
Account
Opportunities,
Contacts
App calculates
Sales Needed,
Pipeline Gap
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Identify top goals
Account Plan Pro 3
Sales Planning Simplified
Screenshot #2: Account Plan Screen: SWOT, Strategy
SWOT Analysis
Strategies
From Strategies,
generate Tasks & Events
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650-508-0622
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #3: Account Plan Screen: Opportunities, Relationships, Team, Partners, Activities, Approval
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650-508-0622
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #4: of Opportunity Strategy
Generate Plan
for each Target
Opportunity
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650-508-0622
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #5: Account Relationship Screen
Generate Plan
for each key
Relationship
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650-508-0622
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #6: Dashboard
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #7: Reports
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #8: PDF of Goals, Numbers, Overview
PDF provides timestamped record of plan
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #9: PDF of SWOT, Strategies
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #10: PDF of Opportunity Strategy
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #11: PDF of Account Contacts, Partners
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Account Plan Pro 3
Sales Planning Simplified
Screenshot #12: PDF of Tasks, Meetings
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