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Plan2Win

By Plan2Win Software

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4.1 out of 5 stars

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Plan2Win Integrations

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Plan2Win Reviews (14)

Reviews

Plan2Win Reviews (14)

4.1
14 reviews

Pros & Cons

Generated from real user reviews
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Verified User in Marketing and Advertising
EM
Mid-Market (51-1000 emp.)
"Keeps my sales planning focused and easy in SFDC"
What do you like best about Plan2Win?

I like that Plan2Win fits right into Salesforce and helps me structure my account and opportunity plans using frameworks like MEDDIC. It keeps me focused, organized, and better prepared for every sales conversation." Review collected by and hosted on G2.com.

What do you dislike about Plan2Win?

The downside of Plan2Win is that it only works with Salesforce, so it’s not flexible for other CRMs. It also lacks deep analytics or collaboration features that more robust sales tools provide. Review collected by and hosted on G2.com.

Amanda C.
AC
Marketing
Small-Business (50 or fewer emp.)
"Excelent territory management and sales planning tool!"
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.

KA
Senior Accountant - Fianance and Account
Mid-Market (51-1000 emp.)
"The Best and Strategic Sales Planner"
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.

LV
Manager
Small-Business (50 or fewer emp.)
"All in one sales platform"
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.

Himanshu L.
HL
Sr Digital Business Consultant
Marketing and Advertising
Small-Business (50 or fewer emp.)
"A helpful sales planner"
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.

Verified User in Wholesale
UW
Small-Business (50 or fewer emp.)
"Effortless Goal-Setting and Strategic Planning with Plan2Win."
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.

MP
Loan Officer
Small-Business (50 or fewer emp.)
"Limited Sales Plans"
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.

Verified User in Marketing and Advertising
CM
Mid-Market (51-1000 emp.)
"great experience to use"
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.

Himanshu L.
HL
Sr Business Development Consultant
Mid-Market (51-1000 emp.)
"An Excellent tool for Sales planning/management"
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.

Sayani C.
SC
HR Executive
Mid-Market (51-1000 emp.)
"Task management"
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.

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Plan2Win
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