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What is Revegy?

Revegy offers a smart planning platform tailored for sales teams, enabling them to maintain alignment and cultivate relationships that significantly influence their key accounts. This innovative solution empowers teams to make data-driven decisions that lead to tangible results in their sales efforts.

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.

Media

Media

Integrations Supported

Salesforce
Microsoft Dynamics 365
SAP CRM
SAP Store

Integrations Supported

Salesforce

API Availability

API Availability

Pricing Information

Based on need and solution configuration

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Revegy

Date Founded

2005

Company Location

United States

Company Website

www.revegy.com

Company Facts

Organization Name

Plan2Win Software

Date Founded

2007

Company Location

United States

Company Website

www.plan2winsoftware.com

Categories and Features

Account Planning

Not specified

Sales Enablement

Not specified

Sales Force Automation

Contact Management
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Sales Forecasting
Territory Management

Sales Forecasting

Not specified

Sales Intelligence

Not specified

Sales Planning

Not specified

Categories and Features

Account Planning

Not specified

Sales Planning

Not specified

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