Create an Account Strategy for your top Accounts and target prospects. Enable your sales people to plan a sales campaign that can increase deal size, average deal size, and new customer acquisition. Make use of the Sales 2.0 technologies you have already bought.
Territory Plan pro for Salesforce is an integrated application for the creation of a territory strategy and plan for your sales people. This application will walk the sales people through the process and allow them to assign tasks and choose accounts and opportunities for their plan and build a path toward quota attainment.
Instead of planning being a quarterly event that is forgotten, now that plan is available and top of mind daily as a tab in SFDC. Just as useful for a vertical rep, Territory Plan Pro can provide the focus needed to achieve the sales goals assigned by management.
Plan 2 Win has several tools that are both free and can be effective for sales people. Check out Pre-Call planning for Salesforce.com. This is a small app that adds some planning capability to the Tasks and Events in the Activities section of SFDC.![]()

Check out the Free Sales Planning Tool kit. This download has (2) desktop Windows planning applications, (2) “How To” White Papers on Territory and Key Account Planning, and (2) spreadsheets for manual planning.