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

Win deals, grow accounts, & manage renewals with custom plans in Salesforce

Starting at $30   USD/user/month

Discounts available for nonprofits

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Industries
Horizontal Product
Business Need
Sales
Sales Methodologies
Requires
Sales Cloud
Compatible With
Sales Cloud

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
SalesMethods requires a modern web browser such as Chrome, Firefox, or Safari.

App Details

Version
SalesMethods/May 2025 4.29.0
Listed On
08/31/2011
Latest Release
05/28/2025
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Native App
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 17
Custom Tabs: 2
Custom Apps: 0
Lightning Components
Global: 9
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
4.18.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/15/2023

Additional Details

Plan2Close: OPPORTUNITY/RENEWAL MANAGEMENT & CLOSE PLAN FOR SALESFORCE. • *NOW* with MEDDPICC • Build sales win plans directly into the Opportunity object. • Manage Renewals in the Opportunity Object maximise retention/minimise churn • Navigate through a logical plan and prioritise activities that support smarter qualification and faster closure. • Focus time, efforts and resource on qualifying the right deals, enabling you to drive through to successful closure in record time. • Manager review dialogue and team commentary for actionable feedback and team collaboration. • Gain clear line of sight of all sales activity, blockages and progress. ------- Plan2Prosper : ACCOUNT PLANNING & DEVELOPMENT FOR SALESFORCE • Create incisive account plans to reflect your business easily in the Account object. • Build, broaden and demonstrate trust with your account relationships as a trusted, proactive partner to your customer key accounts. • Embed one consistent account plan to ensure buy-in and adoption by the entire virtual team. • Dynamic in-line coaching to guide users through using your sales methodology. • Out-of-the-box analytics to motivate behaviours and monitor account status.

Need help?

SalesMethods

London, UK

Support is available by email and by phone during business hours

Support PhoneUK +44 (0)207 837 0001