Plan2Close: Account Management and Sales Planning

Plan2Close - Sales Opportunity Management Playbook

Plan2Close helps sales teams manage accounts by planning and developing strategies for enterprise sales. Teams use it to plan accounts for enterprise sales, aligning actions and milestones to ensure all stakeholders are on the same page. They also use it for account development planning, structuring their approach to engage with key accounts.

Seen most for

What teams use Plan2Close for

Explore Plan2Close use cases grouped by customer job. Click a use case to read the supporting evidence, or open a job to see detailed results.

Job

How widely used

Use cases

Also used for

Campaign management BT Global Services Account Based Marketing

Emerging use

Seller onboarding and coaching BT Global Services Sales Enablement

Emerging use

Sales team enablement and performance BT Global Services Field Sales

Emerging use

Candidate engagement and relationships Afiniti Talent Management

Emerging use

Other use cases

Plan2Close capabilities

Explore Plan2Close capabilities and related topics most often mentioned in customer evidence. Click a capability to read the supporting evidence.

Plan2Close customer stories

Results reported in published case studies.

Afiniti

Management Consulting · Small

Afiniti used SalesMethods' Plan2Prosper and OrgChartPlus to improve account development. The tools gave their team a clear structure for managing opportunities and growing client relation...

Afiniti used SalesMethods' Plan2Prosper and OrgChartPlus to improve account development. The tools gave their team a clear structure for managing opportunities and growing client relationships. Afiniti built collaborative org charts and living account plans, helping consultants track actions and build trust. The solution enabled Afiniti to expand one client from a single project to over 10 live projects. Team visibility and measurable outcomes were key benefits.

Read the story → Source: salesmethods.com ↗

BT Global Services

Telecommunications · Very Large

BT Global Services used SalesMethods' OrgChartPlus to drive sales transformation and improve account management. The tool helped BT build deeper customer relationships and increase accoun...

BT Global Services used SalesMethods' OrgChartPlus to drive sales transformation and improve account management. The tool helped BT build deeper customer relationships and increase account penetration. Integration with Salesforce enabled teams to load and manage customer contacts, target stakeholders, and export org charts for presentations. Training and support programs ensured effective adoption and sales behavior. As a result, BT saw an increase in their share of customer addressable spend.

Read the story → Source: salesmethods.com ↗

BT Global Services

Telecommunications · Very Large

OrgChartPlus helped BT Global Services drive sales transformation. The tool enabled deeper account penetration and increased share of customer spend. BT used OrgChartPlus to build custome...

OrgChartPlus helped BT Global Services drive sales transformation. The tool enabled deeper account penetration and increased share of customer spend. BT used OrgChartPlus to build customer relationship plans and target key stakeholders. Integration with Salesforce made it easy to manage contacts and export org charts. Training and dashboards supported effective sales behavior and ongoing improvement. The solution is now used across BT's global sales teams.

Read the story → Source: salesmethods.com ↗

Afiniti

Management Consulting · Small

Afiniti used SalesMethods tools Plan2Prosper and OrgChartPlus to improve account development. The consultancy needed better structure and visibility in their CRM to manage complex client ...

Afiniti used SalesMethods tools Plan2Prosper and OrgChartPlus to improve account development. The consultancy needed better structure and visibility in their CRM to manage complex client relationships. With these Salesforce-native tools, Afiniti built collaborative org charts and living account plans. This helped them grow one client from a single project to over 10 live projects. The team gained clear structure, measurable actions, and shared visibility, supporting deeper account relationships.

Read the story → Source: salesmethods.com ↗