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

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

Overview

Win more deals by embedding sales methodology into Salesforce. Use your own process or the MEDDPICC edition. MEDDPICC® is a registered Trademark of Darius Lahoutifard, founder of MEDDIC Academy https://MEDDIC.academy, where MEDDPICC® courses can be taken.

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

  • Accelerate deal cycles with Plan2Close in Salesforce. Leaders gain visibility to coach teams and forecast with confidence. Apply our proven framework or tailor it to your own methodology, ensuring alignment with each stage of your sales process.

  • Bring MEDDPICC® to life in relevant opportunities with Plan2Close MEDDPICC® edition. Built in partnership with MEDDIC Academy, embed the framework into your sale's team's workflow, so it is both used and measured within Salesforce as part of your process.

  • Grow more revenue with Plan2Prosper account plans. Spot whitespace, deepen relationships, and prove past value to secure your position. Align to client priorities and deliver a compelling proposition that makes you the partner they can’t live without.

  • Protect your most important asset, recurring revenue, by following a repeatable process with Plan2Renew, built in partnership with Smarter Not Harder.

  • Pair SalesMethods tools with OrgChartPlus to visualize stakeholders for a 360 degree view so every plan reflects the real dynamics of the deal or account.

  • 100% native to Salesforce. Our apps work where your team does, making adoption easy and data clean. 👉 Start your 14-day free trial today! Trusted by global sales teams at BT Global Services, Canon, and more!

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.

Categories

Business Needs
Sales
Sales Methodologies
Industries
Horizontal Product
Personas
Business User
Executive
Sales Representative / Manager
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

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