Managing your sales pipeline just became easier. Track opportunities within your customers and focus on the key actions needed to close deals.
I worked for many years in sales and during that time came to realise just how time consuming and tedious producing monthly and quarterly sales forecasts were. Now, running this App development business, I need sales forecasts but they are still time consuming to create. I wrote this App to make that task easier.
No two companies have the same sales process so Sales Planner lets you create a custom sales process as well as defining regions and sectors to categorise customers by. The idea behind the App is that you update deals immediately when something changes. That way your sales forecast is always current and you no longer need to set aside hours of time to create a forecast.
The iPhone is a great device, but ultimately it is just a phone! Sales Planner does not try to be a CRM system nor does it try and emulate a spreadsheet. What it does do is let you capture the most important data, quickly, as it changes and then lets you export information easily (by email in CSV format) so you can include it in your CRM system or do more detailed analysis using a spreadsheet.
Maybe you are part of a larger sales team or a sales manager? In addition to many enhancement to the current version of Sales Planner, I am developing an Enterprise edition with an iPad specific Sales Manager app. Enterprise edition will enable forecast consolidation from multiple sales people and, on the iPad, will offer much deeper analysis and management functionality. If you would like to know more about Sales Planner Enterprise Edition please get in touch using the contact form.
