Plan2Prosper key features
Build and develop
- Build incisive Salesforce account plans to maximise penetration.
- Develop customer relationships that deliver extra opportunity.
- Equips your account managers to become true orchestrators of account development activity.
Grow
- Uncover incremental business opportunities.
- Encourage your sales team to think outside the box to understand full account potential.
- Progress account activity through agreed targeted tasks.
- Plot your route to achieving trusted advisor status with your customer key accounts.
Collaborate
- Manager review and team dialogue tracking for actionable feedback and team collaboration.
- Create a discipline of coach and review process in building creative plans.
- Dynamic in-line coaching to guide users through using your sales methodology.
- Designed to fully support team collaboration in remote and hybrid working environments.
Analyse
- Out-of-the-box analytics to monitor account activity and status.
- Determine what you do and do not know about your key accounts.
- Manage and prioritise activity across accounts highlighting interdependencies.
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Elevate the impact of your relationship development;
the key benefits for your business…
Align
- Tailor your Salesforce account planning process easily and effectively to reflect your own account planning process.
- Adapt to meet your business requirements, using your language and nuances, alongside best practice methods.
- Match your team players with your Salesforce account management levels, creating a many to many relationship.
- Unify all levels within your organisation to understand required and best actions in your account management and developmentt activities.
Understand
- Gain deeper understanding of your customers strategic initiatives, uncovering your true value drivers beyond price or product.
- Gain early sight of new opportunities to increase your win rates and competitive advantage.
- Build, broaden and demonstrate trust with your account relationships as a trusted, proactive partner.
Show the value of Salesforce, visually
Discover ShowMe export; pull your Salesforce data into Powerpoint your templates.
Available with Plan2Close and Plan2Prosper.
ShowMe export
Available with Plan2Close and Plan2Prosper.
ShowMe export
Consistency
- Embed one consistent account plan into your Salesforce account management process to ensure buy-in and adoption by the entire virtual team.
- Enable true collaboration and encourage team participation and selling, leveraging your full team resource to win across all disciplines.
- Instil repeatable behaviours allowing easy analysis of the stage and status of an accounts’ development.
- Create a consistent internal ‘language’ to aid understanding and dialogue.
Visibility
- Optimise management’s understanding of their teams, key customer accounts and account penetration.
- Drive and motivate behaviours and activity with reporting and analytical transparency.
- Supports speedy management response to areas of concern.
Why choose Plan2Prosper?
Supercharge sales with dynamic account planning and management for Salesforce.
Native to Salesforce
A seamlessly integrated, intuitive Lightning experience, secure and stable, with real-time customer insight. 5* rated on the Salesforce AppExchange.
Flexible & dynamic
Designed to fit your world; effortless customization to fit your sales organisation, support remote working and evolve with you.
Simple & intuitive
A clean, modern interface to streamline complex practices, designed for efficiency and ease-of-use.
Supports flexible working
Support remote, on-premise and hybrid working models, allowing activity, review and response tracking and supporting entire team dynamic contributions in a remote working environment.
Simple & clear pricing
Standard
$30 per user, per month.rnEnterprise and pricing packs available on request.
Trusted by global brands
Used by thousands of salespeople globally.
Get in touch or request a demo
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