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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 OPALCRM?

Contract manufacturing firms can leverage OPAL CRM to efficiently oversee their field sales teams, empowering sales representatives to devise comprehensive sales plans, establish objectives, and improve their incentive structures. This adaptable platform also caters to financial services sectors—including banking, wealth management, capital markets, and insurance—by promoting seamless interaction among front-office, middle-office, and back-office functions, which ultimately strengthens client relationships. In the highly competitive real estate industry, it is vital to manage sales pipelines effectively and engage potential clients to achieve successful conversions. Furthermore, organizations involved in corporate training, skill development, and educational institutions often face difficulties in managing their lead pipelines. OPAL CRM’s Lead Management Software tackles these issues head-on, allowing these organizations to enhance their lead management processes, drive successful closures, and significantly boost their overall operational effectiveness. By streamlining these functions, OPAL CRM ensures that businesses can focus on their core competencies while fostering growth and 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

$9.99 per user per month
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

KloudPortal

Company Location

India

Company Website

www.opalcrm.com

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

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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