plan2 win software overview slides fall 12

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Tools for Optimizing Territory & Account Sales using SalesForce.com www.Plan2WinSoftware.com Finalist

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Plan 2 Win Software provides software and consulting that enable sales people to generate and execute insightful territory and account plans that reside in Salesforce.com. These plans are perfect for Quarterly Business Reviews (QBRs) and strategic account reviews. This enables sales teams to fill their funnel with better prospects, make better use of their time and resources and produce better results!

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Page 1: Plan2 Win Software Overview Slides Fall 12

Tools for Optimizing Territory & Account Sales

using SalesForce.com

www.Plan2WinSoftware.com

Finalist

Page 2: Plan2 Win Software Overview Slides Fall 12

Our Tools help You:

� Increase Revenue / Salesperson

�Maximize Production from Territories & Accounts

�Optimize Use of Resources

The Sales Challenge

Page 3: Plan2 Win Software Overview Slides Fall 12

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

Page 4: Plan2 Win Software Overview Slides Fall 12

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

Page 5: Plan2 Win Software Overview Slides Fall 12

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

Page 6: Plan2 Win Software Overview Slides Fall 12

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

Page 7: Plan2 Win Software Overview Slides Fall 12

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

Page 8: Plan2 Win Software Overview Slides Fall 12

App Ratings

Page 9: Plan2 Win Software Overview Slides Fall 12

“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

Page 10: Plan2 Win Software Overview Slides Fall 12

“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

Page 11: Plan2 Win Software Overview Slides Fall 12

Partial Customer List

HoneywellHoneywell

Page 12: Plan2 Win Software Overview Slides Fall 12

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.

Page 13: Plan2 Win Software Overview Slides Fall 12

Tools for Optimizing Territory & Account Sales

using SalesForce.com

Ron Snyder

650-508-0622

[email protected]

www.Plan2WinSoftware.com

Finalist

Sales Planning Tools