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Account Plan Pro

$150 USD per user per year $150/user/year for current rev; works with Professional, Enterprise & Unlimited Editions. Contact us re Account Plan Pro for Group Edition with reduced functionality. Click "Get it Now" for a free 30 day trial. Licenses are not refundable.



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Plan2Win Strategic Account Planning & Implementation

Account based management for your strategic accounts. The sales planning template enables your sales people to create and implement an account sales action plan that can increase deal size, deal size, customer acquisition & customer lifetime management.

  • Straight-forward solution for Strategic Account Planning & Implementation
  • Easy to use and implement
  • Great Value ($150 / user / year... about $12 / user / mo) *
Account Plan Pro is strategic account planning software for business-to-business selling- native app in provides a sales planning template to create Strategic Account Plans for business-to-business selling. It helps teams achieve account revenue goals by improving their:##- understanding of the account’s business and compelling events##- strategy for penetrating the account and high-leverage opportunities##- account/partner relationships to leverage##- activities to turn strategy into action##- use plans to coach team####Standardize all this across your sales team and it will help them sell more!####Create an Account Plan:####• Set goals & strategies for achievement##• Identify opportunities to win##• SWOT analysis##• Sum all open and closed opportunities##• Calculate pipeline needed to achieve goal##• Bring in associated opportunities and contacts##• Generate pdf of the plan##• Visibility to coach people on plan implementation##• Reports and dashboards to guide progress##• Access via web browser or Salesforce 1 Mobile####* For Salesforce Group edition, contact us re Account Plan Pro for Group edition with reduced functionality.


  • 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

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: 9
  • 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 Account Planning app for the Group or 925-932-2007####No additional 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 account management.

Additional Information

Package Name
Account Plan Pro
Account Plan Pro 6.4 / 6.4.0
First Release
Latest Release

Customization Guides

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!

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