Explore key features
Build & develop
Build incisive account plans to maximise penetration.
Develop customer relationships that deliver extra opportunity.
Collaborate effectively across your whole team and customer.
Uncover incremental business opportunities.
Progress account activity through agreed targeted tasks.
Grow your team skills and results via consistent best practice.
Monitor account activity and status via reports and dashboards.
Determine what you do and do not know about your key accounts.
Manage and prioritise activity across accounts highlighting interdependencies.
Elevate the impact of your relationship development
- Tailor your Salesforce process easily and effectivity to reflect your own account planning process.
- Adapt to meet your business requirements, using your language and nuances, alongside best practice methods.
- Gain deeper understanding of your customers strategic initiatives, uncovering your true value drivers beyond price or product.
- Develop foresight 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.
- Embed one consistent account plan into your Salesforce 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.
- Optimise management understanding of their teams, key accounts and account penetration.
- Drive and motivate behaviours and activity with reporting and analytical transparency.
What our customers say
Trusted by global brands
Used by thousands of salespeople globally.
Why choose Plan2Prosper?
Supercharge sales with dynamic account management.
Native to Salesforce
Seamlessly integrated, secure and stable, with real-time access and always-on customer insight.
Flexible & dynamic
Designed to fit your world; effortless customization to tailor and evolve with you.
Simple & intuitive
Streamline complex practices with straightforward, easy-to use, and highly adopted technology. Developed by sales professionals for sales professionals.