Ratings and Reviews 2 Ratings
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What is SalesOn?
Explore India's premier automated invoicing solution and field sales app, designed to help you efficiently manage route-based orders and easily collect payments using your smartphone. Gain immediate insights into your sales metrics, encompassing orders, GST invoices, purchases, and payment statuses, allowing for better decision-making. Keep a close eye on your sales team's performance, invoicing, and payment processing in real-time, while enabling order placements and payment collections directly from the field. Create customized sales strategies tailored for your team and diligently monitor their sales activities. The mobile application also empowers you to manage payables and receivables seamlessly, simplifying the tracking of collected payments. Furthermore, access a detailed summary of outstanding payments by outlet for thorough analysis. Optimize the generation of sales and purchase invoices, streamlining GST return submissions and enhancing efficiency. You will also find valuable accounting reports that provide a holistic view of your business, supporting strategic planning for future expansion. Tailor the application to meet your unique needs, modify permissions for your sales staff, and establish default transaction states in accordance with your operational practices. With these robust features, you can significantly boost your business's operational efficiency and pave the way for sustainable success. Additionally, integrating these tools can lead to improved customer satisfaction and a more agile response to market demands.
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.
API Availability
Has API
API Availability
Has API
Pricing Information
$24.36 per year
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
SalesOn
Company Location
India
Company Website
saleson.co.in/
Company Facts
Organization Name
Plan2Win Software
Date Founded
2007
Company Location
United States
Company Website
www.plan2winsoftware.com
Categories and Features
Billing and Invoicing
Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
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