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What is Plan2Win?
With Account Plan Pro, your team can significantly improve the creation and implementation of strategic account plans with greater efficiency. Seamlessly integrated into your Salesforce environment, it offers valuable insights into essential account management, active opportunities, and the overall sales pipeline. This tool is designed to work with both Lightning and Classic User Interfaces, making it versatile. Accessible from anywhere with an internet connection, whether in the office or while traveling, it empowers salespeople by clarifying their objectives for each sales interaction, which enhances satisfaction for customers, sales representatives, and sales managers alike. This heightened clarity not only boosts individual performance but also fosters overall success for your sales organization. Additionally, our Pre Call Plan template enhances the action planning capabilities of SalesForce.com, ensuring your sales team is equipped with clear goals and anticipated outcomes prior to making a call or scheduling a customer meeting, leading to improved results and a more focused sales effort. By leveraging these tools and strategies, your team can navigate the complexities of account management with confidence and precision.
What is Axtria SalesIQ?
Axtria SalesIQTM stands out as the leading software for sales planning and operations within the global life sciences sector. This innovative tool equips driven sales teams to realize enhanced commercial success. By empowering sales representatives to make informed choices, Axtria SalesIQTM ensures they engage with the right customers at opportune moments. The platform's capabilities for simulation and what-if analyses facilitate the smooth translation of brand strategies into actionable sales plans. Furthermore, it allows for the rapid and flexible launch of any pharmaceutical or medical device across various therapeutic areas. Emphasizing a shift from being product-centric to fostering customer-centric omnichannel interactions, it effectively links providers with territories, channels, and incentives. By harnessing reliable data from collection to insight, decision-making can be significantly improved, ultimately fostering a more strategic approach to sales operations. This comprehensive solution not only streamlines processes but also enhances the overall effectiveness of sales strategies.
Integrations Supported
Salesforce
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Plan2Win Software
Date Founded
2007
Company Location
United States
Company Website
www.plan2winsoftware.com
Company Facts
Organization Name
Axtria
Date Founded
2010
Company Location
United States
Company Website
www.axtria.com/cloud-products/axtria-salesiq-sales-management-sales-planning-and-operations/
Categories and Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Categories and Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Sales Force Automation
Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management