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Plan2Win Reviews & Product Details

Verified User in Construction
UC
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

Plan2Win enables salespeople to generate and execute winning territory and strategic account plans.

It helped me a lot with managing my salesforce to achieve better sales results. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

Reporting is a little difficult using this software. Also, user interface can be more smooth.

Else everything is great. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

I have reached new goals in sales by using the strategic approach provided by Plan2Win and managing my salesforce becomes really handy using this software.

Also, it is economic for everyone. Review collected by and hosted on G2.com.

Plan2Win Overview

What is Plan2Win?

Plan2Win offers Account and Territory Planning solutions for Salesforce instance.

Plan2Win Details
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Product Description

Plan2Win offers Account and Territory Planning solutions for Salesforce instance.


Seller Details
Year Founded
2007
HQ Location
Walnut Creek, CA
Twitter
@Plan2WinSW
27 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®

Recent Plan2Win Reviews

LV
Laxmikant V.Small-Business (50 or fewer emp.)
2.5 out of 5
"All in one sales platform"
Free plans and pricing for The sales! Response full communication
KA
Kirtan A.Mid-Market (51-1000 emp.)
4.5 out of 5
"The Best and Strategic Sales Planner"
Plan2Win is the best tool to plan your sales strategically with bright and clear designs. It's implementation is really easy which help me to achie...
Verified User
C
Verified UserMid-Market (51-1000 emp.)
4.5 out of 5
"great experience to use"
ease of use, implementation handful, customer support was helpful always, integration was smooth, features were many.
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Plan2Win Media

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12 out of 13 Total Reviews for Plan2Win

4.3 out of 5
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12 out of 13 Total Reviews for Plan2Win
4.3 out of 5
12 out of 13 Total Reviews for Plan2Win
4.3 out of 5

Plan2Win Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
Amanda C.
AC
Marketing
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

Plan2Win excels as a territory management and sales planning tool. Its interactive mapping feature is particularly useful for visualizing sales territories and optimizing coverage. The integration with CRM platforms like Salesforce is seamless, reducing data silos. While the platform's planning templates are helpful, the customization options could be more flexible. Overall, Plan2Win is a valuable asset for sales managers aiming to maximize team efficiency. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

The customization options could be more flexible. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

Plan2Win excels as a territory management and sales planning tool. Its interactive mapping feature is particularly useful for visualizing sales territories and optimizing coverage. The integration with CRM platforms like Salesforce is seamless, reducing data silos. While the platform's planning templates are helpful, the customization options could be more flexible. Overall, Plan2Win is a valuable asset for sales managers aiming to maximize team efficiency. Review collected by and hosted on G2.com.

KA
Senior Accountant - Fianance and Account
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

Plan2Win is the best tool to plan your sales strategically with bright and clear designs. It's implementation is really easy which help me to achieve my goals without any faults and I can also evaluate the progress. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

I don't have any dislikes for Plan2Win as I am using it very frequently and it is simply great. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

Plan2Win helps me for different sales goals achievement and it is reallycost effective to work with. It really helps me for my strategic achievements in sales. Review collected by and hosted on G2.com.

LV
Manager
Small-Business(50 or fewer emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Plan2Win?

Free plans and pricing for The sales! Response full communication Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

Sometime user experience in usage crash or lagging and Expensive Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

Solutions which I need to solve ..for example management and developing of sales ratio in Easy way Review collected by and hosted on G2.com.

Himanshu L.
HL
Sr Digital Business Consultant
Marketing and Advertising
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Plan2Win?

It has been a game-changer for our sales planning, providing valuable templates and plug-and-play solutions. Additionally, its forecasting and analysis capabilities have been instrumental in driving our success. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

It's expensive, interface can be improved. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

It has helped in proper sales planning strategies, organized our work in streamline sales operations. Review collected by and hosted on G2.com.

Verified User in Wholesale
UW
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

Plan2Win has been an incredibly valuable tool for our team! Its strategic planning and goal-setting features have made managing projects and tracking progress so much easier Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

One of the standout features is its ability to align team goals with broader organizational objectives. It ensures everyone is on the same page Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

The support team at Plan2Win is also top-notch—responsive, knowledgeable, and always ready to help with any questions or issues. Review collected by and hosted on G2.com.

MP
Loan Officer
Small-Business(50 or fewer emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

Plan2Win is a great tool for writing powerful sales plans that not only have a bright and clear designs but are also meaning and focused. It does allow me to be realistic about my goals, forecast faultlessly, and evaluate the progress of me. A smooth interface with zero distractions retain my focus on the essential. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

Plan2Win is, in my opinion, quite limiting in terms of cooperating with other clubs and students’ groups on campus. It is laborious to share plans with colleagues or get colleagues' feedback because they are not in the same place. The edit in real-time and discussions being conducted would help achieve this aim more effectively. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

Plan2Win designers have done the dirty job of collecting all sales plans and spreadsheets by means of unruly processes. Now my business plan for this year is easily accessible and I am not swamped by the heaps of papers scattered everywhere and having no idea where I put the necessary information or I struggle to reach my goals. It keeps me on track and it is a time-saving factor because it matters getting the deal. Review collected by and hosted on G2.com.

Verified User in Marketing and Advertising
CM
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

ease of use, implementation handful, customer support was helpful always, integration was smooth, features were many. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

nothing so far.it was great overall..... Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

how do we enagage ourselves on sales with the cilents. Review collected by and hosted on G2.com.

Himanshu L.
HL
Sr Business Development Consultant
Mid-Market(51-1000 emp.)
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Validated Reviewer
Review source: G2 invite
Incentivized Review
(Original )Information
What do you like best about Plan2Win?

As a sales professionl we always look for a tool that makes our sales planning easier. Plan2Win is the best example of such tool. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

I have faced issues with the integration a few times, but it does not bother you much, it is manageable. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

As we have used it for a few months and it helped us in the sales engagement and planning process and eased our team issues. Review collected by and hosted on G2.com.

Sayani C.
SC
HR Executive
Mid-Market(51-1000 emp.)
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Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

The strategic planning process and enhance productivity. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

The software is bit costly.Various updates takes place. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

Plan2Win software is adaptable to different project management methodologies. Review collected by and hosted on G2.com.

Santosh Kumar S.
S
Sr. Executive- Outreach and Collaborations at Mpower- An initiative by Aditya Birla Education Trust
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about Plan2Win?

Hi, Undoubtedly, Plan2win is a great platform for sales professional and sales department of any company. I am a from a sales team. We try our best to plan and meet our sales target. And Plan2win has greatly helped us achieve our goals. Thing I liked about Plan2win:

- easy to use with excellent interface.

- Crisp and to the point enabling us to create plans quickly.

-Also cost effective. Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

Only using it from few months. Till date it's doing great. Thanks. Review collected by and hosted on G2.com.

What problems is Plan2Win solving and how is that benefiting you?

As already mentioned, it is cost effective to start with. It has helped our team to make concrete plan and achieve sales goals. Review collected by and hosted on G2.com.