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Altify Call Planner

Call Planner – End Ineffective Sales Calls

Overview

Call Planner enables sellers to plan better sales calls utilizing the world’s most effective sales call planning methodology built into software that drives sales teams to produce better outcomes from every meeting.

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See How Altify Call Planner Works

  • Strategically plan your sales calls and collaborate with your sales team on the objectives of the meeting so that everyone has the same understanding of the purpose

  • It’s essential to capture the result of the meeting on-the-go while it’s still fresh in the minds of the participants. Teams can annotate the call plan with their impression of how the call went, any new contact information and follow-up actions agreed

  • Collaboratively review the sales teams’ perspectives and outcomes to identify the best possible path to progress an opportunity. Make sure that the objectives of a call were met and ensure that follow-up activity is completed and the next call is planned

Call planner guides sellers to plan as a team, define objectives and collaborate on the result. Team members can annotate the call plan – on the go- with their impression of how the call went, any new contact information and follow-up actions agreed. Collaboratively review outcomes to identify the best possible path forward to progress the opportunity. Altify builds on the heritage of the Dealmaker platform, helping sales teams apply proven methodology to systematically grow revenue and make their customers more successful. Built on the Force.com® platform and hosted on the salesforce.com® cloud, Call Planner provides exceptional reliability, security, and collaboration across opportunities and accounts. Supported on the Salesforce Lightning Desktop. Related: Call planner, sales call planner, sales call, sales meeting, sales meeting planner, sales account tool, the tas group, dealmaker, tas methodology

Categories

Business Needs
Sales Methodologies
Features
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Managed Package
Salesforce Mobile

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