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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 Pitchable Analytics?

Our expert team, along with the cutting-edge Pitchable Analytics solution, empowers brands to gain the competitive edge they need to succeed in the current retail environment, which prioritizes profitability. By utilizing Pitchable Analytics, you can take control of your data, uncover actionable insights that lead to substantial cost reductions, and reduce data-processing time by an astounding 90%. Collaborating with Rodeo's committed sales management team enhances your brand's visibility on retail shelves and increases consumer interaction. In addition, Rodeo's operations experts will streamline your backend processes, thereby saving crucial resources. This process involves defining your target market, performing in-depth pricing and positioning evaluations, identifying key contacts, and setting clear timelines. Create a robust sales strategy by utilizing distributor datasets, purchase orders, and point-of-sale information to identify sales velocity whenever feasible. Participate in monthly strategy reviews and planning discussions to make necessary adjustments in pricing and promotions, thereby boosting sales velocity. Furthermore, broadening your market map will support the growth of PDFs. Rodeo is revolutionizing the retail landscape for healthier brands aiming for expansion, ensuring they flourish while remaining responsive to changing market conditions. Consequently, your brand will be able to move forward with assurance and a clear vision for future success. This transformative approach positions your brand not just to survive but to excel in a competitive marketplace.

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

RodeoCPG

Date Founded

2015

Company Location

United States

Company Website

www.rodeocpg.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

CPG

Customer Management
Electronic Data Interchange
Financial Accounting
Forecast / Demand Planning
Inventory Management
Lot Tracking
Pricing Management
Shopper Marketing
Trade Promotion

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