Plan2 Win Software Overview Slides Fall 12
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Transcript of Plan2 Win Software Overview Slides Fall 12
Tools for Optimizing Territory & Account Sales
using SalesForce.com
www.Plan2WinSoftware.com
Finalist
Our Tools help You:
� Increase Revenue / Salesperson
�Maximize Production from Territories & Accounts
�Optimize Use of Resources
The Sales Challenge
Source – CSO Insights, Sales Management Optimization Benchmark Report 2012
Sales Management PracticesNeeds Improvement
0% 10% 20% 30% 40% 50% 60%
Assist reps in qualifying out bad
opportunities
Ensure reps create competitive
differentiation
Ensure reps are selling value
Ensure reps establish high level contacts
Optimize rep's skills to ID new opportunities
Ensure reps have strategic account plans
Increased ProductivityMore Opportunities
Shorter Sales Cycles
Larger Deal Size
Higher Win Rates
Effectiveness (quality & results)
Eff
icie
ncy
(ti
me
& e
ne
rgy
)
ProductivityProcess
Skills
Tools
Knowledge
Activities
Optimizing Sales Productivity
4Source: SiriusDecisions Research Brief: Productivity: More Than Just the Topline
5
Territory & Account Planning
� Creating Strategic Plans
� Understanding Market
� Identifying Opportunities
� Prioritizing
� Building Relationships
� Selling Value
� Competitive Differentiation
� Strategy into Action
� Coaching
Our Apps Enable
Sales Plan in SalesForce.com
Easy Access
� Actively work the plan
� Team participation
� Coaching, best practice sharing
� Respond to change
� Track progress via Dashboards
and Reports
And Margins increased 10%In high-value, capital equipment sales
www.territoryplan.com or 650-508-0622; © Plan2Win Software. 2012 all rights reserved
Sample ResultsFrom Territory & Account Planning
1.75
1.5
1.25
1
1.75
0.75
0.5
0.76
0.25
0
Win/Loss Ratio
131% Improvement
(%)
60
50
40
30
52%20
34%10
0
Market Share
53% Improvement
Before
After (1.5 years later)
35M
30M
25M
20M
34.7M15M
23.3M10M
5M
5.1M3.4M
0
Bookings
49% Improvement
Sales/Salesperson
50% Improvement
App Ratings
“It makes Salesforce a usable tool for salespeople…
that I can build and manage my plan in.”- Business Development Manager
of a Medical Technology company
“It’s the kind of tool you need to run your business.”- Chief Sales Officer
of a Technology company
What People Say about our Apps
“Simple, easy territory planning tool.
Excellent tool to get Territory Account Managers quickly focused
to identify key opportunities and ensure they are building strong
buying relationships with strategic clients.
Installation friendly; deployed globally with no issues.”- Business Application Manager of a major Telecomm company
“Great way to integrate written plans into Salesforce:
Nicely priced app
that takes all of the written 'side notes'
and puts them into an organized fashion.
Fast and easy to setup.”- President of a Technology company
What People Say about our Apps
Partial Customer List
HoneywellHoneywell
New Book: PLAN to WIN;Strategic Territory and Account Planning
PLAN to WIN book helps you create a solid plan and implement it to accelerate sales results.
Tools for Optimizing Territory & Account Sales
using SalesForce.com
Ron Snyder
650-508-0622
www.Plan2WinSoftware.com
Finalist
Sales Planning Tools