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What is OpPlan?

Improve the accuracy of your forecasts, increase win rates, and reduce turnover in your sales force. The ideal solution for your sales team combines CRM, benchmarking, analytics, competitive SWOT analysis, sales tactics, action plans, and much more! You can efficiently evaluate your opportunities and contacts using a simple scoring system. This enables you to quickly assess the status of your opportunities, the buying committee, the performance of your sales staff, and your win/loss statistics. Furthermore, you can conveniently monitor the strengths, weaknesses, opportunities, and threats (SWOT) of your competitors. By responding to a series of focused questions related to the current opportunity, you'll reveal a suitable strategy along with valuable coaching insights. Additionally, you can create a detailed list of actions to take with your prospects and ensure their commitment to the steps required to close the deal. This effective methodology not only helps to move stalled deals forward but also gauges the level of interest from your prospects, ultimately driving more successful results. With these powerful tools at your fingertips, your sales team can foster a more efficient and effective process for securing deals, paving the way for sustained success in your sales endeavors.

What is Contact & Sales Manager?

Create a detailed database of external organizations that encompasses customers, potential sales leads, vendors, and other relevant entities. Each organization should have documented individual contacts, and all related activities for these contacts must be scheduled and monitored systematically. It is vital to manage all sales opportunities linked to existing clients as well as potential prospects diligently. The repository should include entities that have been in communication, which may range from current customers to prospective clients, as well as current vendors and potential suppliers needing ongoing interactions. Moreover, tracking every sales opportunity is crucial for analyzing and efficiently reporting on the sales activities of individual sales personnel and the organization overall. Carefully record the sources of the leads being pursued to determine the most effective allocation of marketing resources. Additionally, keep an updated overview of the status of every sales opportunity, including estimated closing dates, to enable timely follow-ups and informed strategic planning. This organized methodology is essential not only for enhancing sales performance but also for fostering meaningful relationships across all external communications. Ultimately, a well-maintained repository serves as a cornerstone for driving overall business growth and success.

Media

Media

Integrations Supported

Integrations Supported

GoldMine CRM
SQL Server

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Windows
Linux

Customer Service / Support

Standard Support

Customer Service / Support

Standard Support

Training Options

Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Winning Sales Plan

Date Founded

2009

Company Location

United States

Company Website

www.winningsalesplan.com

Company Facts

Organization Name

Accura Software

Date Founded

1994

Company Location

United States

Company Website

www.accurasoft.com/comp_contact_manager.htm

Categories and Features

Lead Management

Lead Scoring
Pipeline Management
Source Tracking

Sales Coaching

Assessments
Call Recording
Goal Setting / Tracking
Learning Plans
Onboarding
Performance Metrics

Sales Forecasting

Competitor Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Intelligence

CRM Integration
Lead Scoring
Performance Management
Pipeline Management
Reporting/Analytics

Sales Planning

Not specified

Sales Tracking

Not specified

Categories and Features

Contact Management

Activity Management
Contact Database
Contact History
Interaction Tracking
Lead Management
Sales Pipeline Management
Segmentation

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