SalesMethods: Native Sales Apps For Opportunity, Account & Renewal Management

Intuitive & native SalesForce account planning

Sales Methods Plan2Prosper/Plan2Close is easy to use and engage with, both with internal stakeholders and, where appropriate, with prospects and customers. Having an account planning tool that sits natively within SalesForce further reinforces our approach that SalesForce should be the one point of truth for all engagements with customers, existing and new.

PlantoClose helps you ensure you are asking the right questions to be in the best position to win bu

Plan2Close is simple to use. It allows you to quickly identify gaps in your knowledge regarding a prospect/ current client account, so that you can fill these gaps through further investigation/conversation. The coaching text is also extremely informative and helpful in guiding best practice.

Really helps give visibility on areas requiring attention to maximise potential for successful sale

It is very easy to understand and fits in perfectly with our sales process. Coaching notes are very comprehensive to help use the app to it's full potential.

Long time fan

I've been a massive advocate of P2C for a long time now, using it at various organisations. Provides real structure and methodology with a robust action plan as output. Overall it allows a consistent discipline across all sales levels and with ongoing coaching provides a framework for all to embrace and evolve.

A Trusted Sales Methodology

Introducing a consistent sales methodology across a sales team is no easy task but this is exactly what this does, coaching and guiding a sales person through salesforce and a sales process with ease.

Great experience

The software offers an organisation an 'out of the box' methodology for the effective development of large and complex client accounts seamlessly integrated with Salesforce CRM functionality. Sales Methods customer support is also second to none, thank you Sales Methods!

Great for account planning

Really helpful tool in discovering where the gaps are in an account. the tool also helps to lift the sales teams capabilities and understanding of how to effectively manage an account. It is a little tired and clunky looking, it's be great to have a refreshed, more modern looking version.

Sales Method Tool

Its a useful tool to setup an great overview of customer accounts. The training was a very good introduction with step by step help for the different sections. Thanks for your support Cambell!

Very good

Very good way to close deals better....

Outil très puissant, permettant de maitriser au mieux ses projets

Excellent outil. Très intuitif et simple d'utilisation. La méthodologie (et tous les outils gravitant autour) permet de maitriser au mieux ses projets les plus importants. L'outil ne laisse pas la place aux approximations, qui peuvent couter chère sur ce type de projet.