Help & Support

Elevate Your Agents with AgentExchange Solutions

Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Visit Salesforce Help

Give Us Feedback

Plan2Win Territory Plan Pro

Plan2Win Territory Sales Planning & Implementation

Overview

Accelerate your sales results with good territory planning and implementation. Territory Plan Pro is a native sales tool application in Salesforce.com. Good territory planning improves sales achievement, win rate, deal size and customer lifetime value.

See How Plan2Win Territory Plan Pro Works

Straight-forward solution for Territory Planning and Implementation
Easy to use and implement; works in Lightning and Classic UIs
Great Value

Territory Plan Pro provides a sales planning template that enables sales teams to create territory plans to achieve sales revenue goals by improving their: - Strategy for maximizing territory results - Understanding of trends affecting their selling environment - Ability to leverage strengths, weaknesses, opportunities and threats - Prioritization of key accounts and opportunities - Use of compelling events and competitive differentiation - Strategy for penetrating high-leverage accounts and opportunities - Account/partner relationships - Activities to turn strategy into action... and results. Good for Quarterly Business Reviews. Use your Salesforce data. One place to review, fine-tune the plan. Access via web browser, Salesforce 1 Mobile. Create a Territory Plan in Lightning or Classic UI: • Set goals & strategies for achievement • Identify accounts & opportunities to win • SWOT analysis • Sum all open and closed opportunities • Calculate pipeline needed to achieve goal • Reports and dashboards to guide progress • Use plans to coach the team