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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 MoneyMap?

Make data-driven decisions in sales by analyzing segmentation, optimizing account mapping, and planning territories while focusing on high-potential accounts with tailored sales tactics. Coro’s MoneyMap tool allows you to prioritize and target the most strategic accounts and prospects, ensuring optimal utilization of your sales resources. By pinpointing key opportunities and assessing the best allocation of resources, you can drive growth at the forefront of your business. Each account comes with its own unique challenges and opportunities, making it clear that a generic approach to targeting and engagement is ineffective across your entire pipeline. MoneyMap offers in-depth insights into sales performance, potential spending, and likelihood of purchase, enabling you to create smart go-to-market strategies that empower your sales teams. Often, account coverage depends more on historical customer interactions than on assessing the true potential of each account. Leveraging comprehensive data allows you to effectively manage resources and invigorate your frontline teams, leading to improved sales results. This method not only helps you understand past performance but also ensures that you are ready to capitalize on future opportunities in a proactive manner. By embracing this strategic approach, you can significantly enhance your sales effectiveness and overall business success.

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

Coro

Company Location

United States

Company Website

www.coro.io/moneymap-market-opportunity-analysis

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

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