Account Plan Pro

Does your team have a process to manage and WIN a BIG DEAL?

Account Plan Pro for Salesforce.com is a software application for strategic account planning. Built on the curriculum used successfully with hundreds of sales people, this application guides sales people through the process of understanding key accounts, identifying high-leverage opportunities, strategies and tasks and building a path toward quota attainment and deep account penetration.

These plans are ideal for strategic account reviews and save time re-entering data and provide one place to review and fine-tune the plan.

Create an Account Plan, including:

• Set goals & strategies for achievement
• Identify opportunities to win
• SWOT analysis
• Sum all open and closed opportunities
• Calculate pipeline needed to achieve goal
• Automatically bring in associated opportunities and contacts
• Easy user interface
• Generate pdf of plan

Benefits

• Improve strategic account penetration
• Ramp up quickly and easily
• Manage progress vs. the plan
• Great Value: only $110 / user / year

Learn more and try Account Plan Pro at the SalesForce AppExchange.

See screenshots of our Account Plan Fall 11 Release.

Click here for an Account Plan Pro demo