Skip to NavigationSkip to Main Content
Log In Log In using your Salesforce account

Territory Plan Pro

$170 USD per user per year $170/user/year for current rev; works with Professional, Enterprise & Unlimited Editions. Contact us re Territory Plan Pro for Group Edition with reduced functionality. Click "Get it Now" for a free 30 day trial. Licenses are not refundable.



Listed On


Latest Release



Plan2Win Territory Sales Planning & Implementation

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

  • Straight-forward solution for Territory Planning and Implementation
  • Easy to use and implement; works in Lightning and Classic UIs
  • Great Value ($170 / user / year... about $14 / user / mo) *
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####* For Salesforce Group edition... contact us re Territory Plan Pro for Group edition with reduced functionality.


  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited,, Developer, and Performance EditionsProfessional & Up
  • Built 100% on the Lightning Platform, providing reliability and performanceNative App
  • Optimized for the Salesforce1 mobile appSalesforce1 Mobile
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits
  • Supports orgs where Multiple Currencies is enableMulti-Currency

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 10
  • Custom Applications: 0
  • Custom Tabs: 1

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0


Other System Requirements
Contact us for our Territory Planning app for the Group edition. or 925-932-2007####No additional system requirements.

Support Web based training on the use of the app is available. Please contact us if you have questions or would like a demo. We, also, provide training and consulting on effective territory management.

Additional Information

Package Name
Territory Plan
Territory Plan Pro 7.2 / 7.2.0
First Release
Latest Release
Plan 2 Win Software
Walnut Creek, CA

Our sales planning software enables users to create and manage account, territory and pre-call plans in their environment. These plans are perfect for Quarterly Business Reviews and Strategic Account Reviews. This enables sales teams to fill their funnel with better prospects, make better use of their time and resources and produce better results!