Let's Plan Reviews & Product Details

Eliminate spreadsheets and do away with client server based solutions. Get real-time visibility of promotional data and track pre and post ROI, product demand, and pre and post spend. Easily manage trade promotions. Let’s Plan has a simplified user interface and business process for creating promotional events, tracking new item launches, capturing display & equipment contracts, retail auditing, and more. Other features include industry specific account information, account specific product distribution lists, budget checkbook, and an account level annual bridge sales target worksheet. Designed with a revolutionary custom user interface that started with the field sales account manager in mind, Let’s Plan gives internal and field sales a clear, accurate, and on-demand visibility into the trade promotions of their accounts. The process fundamentally changes how field sales account managers use CRM to manage their trade promotions and trade budgets. For the Retail and CPG industries. Let’s Plan is fully integrated with Salesforce.com and appears as a tab inside of your instance. As a result, it automatically inherits the hierarchy, security and administrative settings from Salesforce which enables companies to easily deploy the tool and quickly generate value from it.