Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Bigly Sales Reviews & Ratings
    5.0 out of 5 stars 9 Ratings
    Company Website for Bigly Sales
  • MikMak Reviews & Ratings
    4.5 out of 5 stars 85 Ratings
    Company Website for MikMak
  • CTM Reviews & Ratings
    4.5 out of 5 stars 939 Ratings
    Company Website for CTM
  • ArboStar Reviews & Ratings
    4.8 out of 5 stars 565 Ratings
    Company Website for ArboStar
  • Visual Visitor Reviews & Ratings
    4.9 out of 5 stars 251 Ratings
    Company Website for Visual Visitor
  • QEval Reviews & Ratings
    4.5 out of 5 stars 69 Ratings
    Company Website for QEval
  • TollFreeForwarding Reviews & Ratings
    4.2 out of 5 stars 3,266 Ratings
    Company Website for TollFreeForwarding
  • UptimeRobot Reviews & Ratings
    4.7 out of 5 stars 887 Ratings
    Company Website for UptimeRobot
  • Numa Reviews & Ratings
    5.0 out of 5 stars 14 Ratings
    Company Website for Numa
  • Vehicle Acquisition Network (VAN) Reviews & Ratings
    5.0 out of 5 stars 54 Ratings
    Company Website for Vehicle Acquisition Network (VAN)

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 Lative?

Lative functions as an all-encompassing platform for revenue forecasting, strategic planning, and monitoring execution, aimed at fostering efficient and profitable growth. By merging high-level objectives with operational data from the ground level, it enhances the quality of investment decisions and helps you achieve your goals with greater efficiency. Instantaneous assessments of sales performance and return on investment provide the information you need to make strategic choices that stimulate growth. The platform synchronizes your overarching revenue strategies with granular operational insights, creating a cohesive and comprehensive view of your sales operations. Additionally, it allows you to identify emerging gaps and utilize AI to analyze various hypothetical scenarios, thus ensuring that you consistently achieve your sales targets. This solution guarantees quick value realization through seamless connectivity and integration, and its capability to consolidate data from more than 150 sources results in a dependable single source of truth. In addition, it offers accurate and timely revenue insights, facilitating agile decision-making that can adapt to the ever-evolving business environment, thereby securing ongoing success and flexibility in your growth approach. Ultimately, Lative empowers organizations to navigate complex challenges and seize opportunities in the competitive marketplace.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce
Accenture Cloud Trade Promotion Management
BoostUp
HubSpot CRM
HubSpot Customer Platform
Microsoft Dynamics 365
Microsoft Excel
NetSuite
Performio
Sage Accounting
Snowflake
Workday Financial Management

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

$10,000 per year
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Plan2Win Software

Date Founded

2007

Company Location

United States

Company Website

www.plan2winsoftware.com

Company Facts

Organization Name

Lative

Company Location

Ireland

Company Website

lative.io

Categories and Features

Account Planning

Not specified

Sales Planning

Not specified

Categories and Features

Revenue Operations

Not specified

Sales Planning

Not specified

Popular Alternatives

Popular Alternatives

Upland Altify Reviews & Ratings

Upland Altify

Upland Software
Prolifiq Reviews & Ratings

Prolifiq

Prolifiq.ai