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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 IntelliDialer?

Intelliverse's Sales Dialer software remarkably enhances sales effectiveness by improving the speed, efficiency, and predictability of the sales workflow. By utilizing data-driven insights and real-time analytics, this technology accelerates sales performance, allowing professionals to work more intelligently and quickly, which in turn cultivates high-performing sales teams that contribute to revenue growth. The software integrates effortlessly with a variety of CRM platforms, such as Salesforce.com and Microsoft Dynamics, facilitating seamless data exchange and comprehensive reporting on call logs and contact histories. Users gain access to on-demand statistics for their teams, tracking essential metrics like dials, call outcomes, and scheduled meetings. Moreover, it improves the response time for incoming leads, ensuring that each lead is contacted at least five times, which increases the chances of successful engagement. By employing local phone numbers, businesses can enhance their outbound prospecting connection rates by up to 58%, making it easier to effectively engage with potential customers. This cutting-edge solution not only optimizes the sales process but also empowers teams to fully maximize their outreach capabilities, ultimately leading to increased sales success. In this way, Intelliverse offers a comprehensive tool that transforms the sales landscape for businesses seeking to improve their performance and results.

Media

Media

Integrations Supported

Salesforce
Microsoft Dynamics 365

Integrations Supported

Salesforce
Microsoft Dynamics 365

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$49
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

Intelliverse

Date Founded

1984

Company Location

United States

Company Website

www.intelliverse.com/services/intellisales-dialer.shtml

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

Auto Dialer

Call Center Management
Call Recording
Call Reporting
Call Scripting
Lead Management
Power Dialer
Predictive Dialer
Preview Dialer
Progressive Dialer
Surveys

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