SalesMethods.com is the #1 native sales methodology provider for salesforce.com

SalesMethods.com


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SalesMethods delivers sales methodology software to small, medium and large enterprises. Their primary product, SalesMethods, delivers their methodology to salesforce.com CRM and is available from AppExchange as a native application. SalesMethods has three components; Plan2Propser (account development); Plan2Close (opportunity management) and Plan2Excel (continuous improvement). SalesMethods also offers sales tools that complement the sales methodologies, the first of which is OrgChartPlus for creating organization charts that support relationship mapping.

  • Plan2Close - Plan2Close is especially relevant for those involved in relatively high value, medium-to-long term sales cycles. It engages those directly targeted with the responsibility for the sale and support and bid professionals who are invariably part of the sales effort. Plan2Close sits in your Salesforce Opportunity page and ties in directly with your existing opportuntiy workflow and data.
  • Plan2Prosper - The goal of Plan2Prosper is to build lasting client relationships and maximise sales opportunities. Focusing on Long Term Sustainable Mutual Business Value, Plan2Prosper has been proven to help account teams maximise their sales opportunities while protecting vital revenue streams. The Plan2Prosper sits in your Salesforce Account page and ties in directly with your existing account workflow and data.
  • Plan2Excel - Plan2Excel drives continuous improvement to deliver high performance sales.
  • OrgChartPlus - OrgChartPlus is the relationship mapping tool that works seamlessly with Salesforce.com; mapping the formal and non-formal relationships between your contacts, your sales team and the competition.

Core Features

  • Fully native in Salesforce.com
  • No dependency on external systems - Everything is in Salesforce.com
  • No duplication of data or process
  • Fully customisable
  • Supports multiple account types and sales processes
  • Online and classroom training

Products

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SalesMethods the all-in-one solution for account planning and opportunity management, containing Plan2Close, Plan2Prosper, OrgChartPlus, and much more. Try it now on AppExchange

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OrgChartPlus standalone tool for contact management and relationship management. Try it now on AppExchange


Contact


Web site: www.salesmethods.com
Sales queries: sales@salesmethods.com
Technical support: support@salesmethods.com
USA Sales Office: +1 843 654 5828
UK Sales Office: +44(0)207 837 0001


Social Media


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Testimonials


Reps can be hard to please, but they absolutely fell in love with this when we had them trial it. We started with one rep, who showed it to his colleagues, who all begged to be included in the trial. They were using it to drive meetings before we even had approval to move forward with a purchase! Especially in complex sales, the ability to do more than just a simple org chart, but to layer on the informal relationships like who influences who (e.g. socializes, conflict, support, etc) opinion (who likes us, who doesn’t like us), intimacy (are we just in contact with them or who has a strong relationship with them?) The Reps LOVE it! The app can be just a little bit quirky, but it’s more of a learning curve kind of thing and you learn to work with it very quickly… But the team has been super responsive to feedback and questions!

Jason Paquette, Project Manager, Docusign Inc

OrgchartPlus is a tool that combines high value and ease of use, a rarity in today’s tech driven work environment. OrgChartPlus provides high visibility into Organizations with both an org chart view and a molecule view that allows the user to identify reporting lines. In addition, its placement within SalesForce creates visibility across your entire organization, allowing multiple individuals to build the Organizational chart and identify relationship channels. However, this program’s true strength is how dynamic it is. It can turn contacts into highly detailed players in an organization, allowing the user to identify relationship strength, opinion, influence, and connections. I would recommend this tool to anyone looking to maximize the utility of their contacts within SalesForce. The increased visibility and detail OrgChartPlus provides is invaluable, supplying tangible relationship data and organizational structure.

Thomas Parkinson, Sales Effectiveness Manager, Vodafone


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