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.