Account and Opportunity Planning in Salesforce

Sales teams that have plans are 70% more likely to make plan, then those that don't.

  • Grow Existing Accounts and Win More Opportunities
  • Create Strategic Account and Opportunity Plans in 15 minutes
  • Reduce the administrative overhead of maintaining plans by 95%
  • Increase the reliability of plans by 99%
  • Execute the tactics to support the strategy to win
  • Have more time to sell and drive more sales and revenue
  • 100% Native Salesforce.com
  • 5 stars on the Salesforce AppExchange
  • Installed and configured in under 60 minutes
  • Return on Investment with 30 days