Account Planning & Opportunity Management for B2B Sales in Salesforce | ARPEDIO
Plan accounts, score opportunities, analyze whitespace, and assess SWOT factors in Salesforce.
ARPEDIO SolutionsPaid
Channel Plans
by Salesforce LabsSalesforceFree
Create joint partner plans, objectives, and progress reviews in Salesforce Platform.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Channel Plans lets partners open shared plans in a partner portal and define measurable objectives tied to plan goals. In Salesforce. Objectives may also be connected to opportunities for plan return analysis.
Key capabilities
from the Salesforce AppExchange listingPartner plan access
Partners can access shared channel plans through a portal.
Objective creation
Partners can define measurable objectives for shared plans.
Objective status
The add-in identifies objectives that are upcoming or overdue.
Opportunity links
Objectives can be connected to opportunities for plan return analysis.
Who it's for
Partners and channel managers.
In the catalog
1,106 plugins in Salesforce Platform · Sales
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Free
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What the vendor says
«Companies that collaboratively create joint business plans to align targets, expectations, geographic coverage, employee initiatives, and demand generation activities have longer lasting and more profitable relationships. Enabling a medium for cross channel planning helps companies identify each other’s strengths and …»