Plan2Close enhances Salesforce with native opportunity management and close plans. Sales strategies are strengthened using tools created by SalesMethods.
Plan2Close Use-Cases and Business Priorities: Customer Satisfaction Data
Plan2Close Customer wins, Customer success stories, Case studies
How efficiently Does Plan2Close manage your Forecasting?
This system helps make accurate predictions about future sales. It uses risk analysis to help plan resources and prioritize tasks. It also provides a standardized process for forecasting, allowing for more accurate assessments of deals.
"...Form accurate and true risk analysis to support resource planning, prioritisation, and forecasting...."
Accelerate opportunity development
BT Global Services wanted to improve sales to meet the challenge of digital transformation. They used SalesMethods’ OrgChartPlus to help their sales teams build better customer relationships and mana...ge accounts. The tool let them organize contacts, target stakeholders, and make custom org charts in Salesforce. BT also set up training and support to help their teams use the tool well. As a result, they saw more account penetration and a bigger share of their customers’ spending.
Afiniti is a business change consultancy that needed better ways to manage account relationships and growth. They worked with SalesMethods to use Plan2Prosper and OrgChartPlus. These tools helped the...m organize account planning and visualize relationships. The team could track actions and build trust with clients. As a result, Afiniti grew one account from 1 project to over 10 live projects.
OrgChartPlus and Plan2Prosper helped Afiniti improve account development and relationship management. Afiniti used these tools to create clear, structured account plans and visual org charts. The tea...m gained better visibility and collaboration on accounts. One account grew from a single project to over 10 live projects. The tools made it easier to track actions and build trust with clients.
OrgChartPlus helped BT Global Services transform their sales process. The tool made it easier to build customer relationship plans and hold better sales conversations. BT used OrgChartPlus to increas...e account penetration and grow their share of customer spend. The software integrated with Salesforce and supported custom account planning needs. Teams found the tool intuitive and valuable for sales management. BT saw improved collaboration and more effective sales behavior.
