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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 MáximaTech?

As the pace of digitization accelerates across numerous sectors, wholesale distributors increasingly require an efficient sales force system to stay competitive. In this dynamic and challenging market, a strong sales force system is vital for improving the efficiency of external sales personnel, maximizing their productivity, and streamlining the ordering process. Without a centralized and automated system that offers essential features, tracking each salesperson's performance, frequency of visits, and intervals between appointments can become an insurmountable challenge for commercial managers. Moreover, monitoring conversion rates, sales orders, and contributions toward meeting commercial goals, along with providing real-time insights and support, is critical for enhancing the efficiency and revenue of external sales teams. However, merely selecting any sales force system will not guarantee these advantages; it requires a thoughtful approach to selection and implementation tailored to the unique requirements of the organization. In addition, ongoing training and support for users are also imperative to ensure the system is utilized to its fullest potential. Ultimately, the appropriate sales force system can offer a considerable competitive edge in a marketplace that is continuously evolving and demands high adaptability.

Media

Media

Integrations Supported

Salesforce

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

Máxima Sistemas

Date Founded

2009

Company Location

Brazil

Company Website

maximatech.com.br/

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

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

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