Overview

Good Planning Improves Results

Ron Snyder, Plan 2 Win President, helped a medical capital equipment company institute a comprehensive approach to sales planning and selling methodology. Within one and a half years, they had the following results:

• Sales per salesperson up by 50%
• Margins went up by 10%
• Market share improved by 53%
• Win/Loss ratio grew by 131%

Effective planning helps you fill your funnel with better opportunities, make better use of your time and win more business!

Customer Relationship Planning

This is what we call Customer Relationship Planning. It is the first step in Customer Relationship Management and has a dramatic impact on results and ROI.

The Key Ingredients of a Successful Plan

• Trend Analysis
• Strategies to accomplish goals
• Accounts to penetrate
• Opportunities to focus on
• Relationships to leverage
• Implement the plan (have it in your SFA)

Make better use of your Sales 2.0 technologies!

Territory Plan Pro for Salesforce.com is an integrated application for the creation of a territory strategy and plan.

Account Plan Pro for Salesforce.com is an integrated application for the creation of an account strategy and plan.

Pre Plan Planning for Salesforce.com is an integrated application for the creation of a pre call plan for sales calls.

Successful Territory and Strategic Account Planning