Plan2Win

Plan2Win

Plan2Win Software
+
+

Related Products

  • Coevera
    750 Ratings
  • Forethought
    167 Ratings
  • Everstage
    3,620 Ratings
  • QEval
    30 Ratings
  • Sogolytics
    867 Ratings
  • Pipefy
    590 Ratings
  • CrankWheel
    215 Ratings
  • FDM4
    1 Rating
  • kama.ai
    9 Ratings
  • Qloo
    23 Ratings

About

Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.

About

With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a key account management and customer experience engagement software

Audience

Sales teams in need of an advanced Account Planning solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1,000 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Kapta
Founded: 2011
United States
kapta.com

Company Information

Plan2Win Software
Founded: 2007
United States
www.plan2winsoftware.com

Alternatives

Alternatives

Upland Altify

Upland Altify

Upland Software
Upland Altify

Upland Altify

Upland Software
Prolifiq

Prolifiq

Prolifiq.ai

Categories

Categories

Integrations

Salesforce
NationBuilder
Slack
Zapier

Integrations

Salesforce
NationBuilder
Slack
Zapier
Claim Kapta and update features and information
Claim Kapta and update features and information
Claim Plan2Win and update features and information
Claim Plan2Win and update features and information