CRM and Pipeline Management

Plan Rocket
Plan Rocket Consulting's CRM and Pipeline Management app serves as a single hub for customer relationship management, and allows you to track relevant metrics across the sales cycle from your early prospecting efforts to the closing of a deal. The ACI methodology (Available, Contacted, Interested) easily categorizes your leads and drives the sales pipeline. The pipeline management component illuminates numbers across the sales cycle, and allows sales managers and partners to better understand their current revenue position, and create more predictable revenue projections.


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4.2 MB
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Sales Rep Mgmt. & Basic Territory+ Quota Setting
  • Sales Ops leaders can create and manage sales rep teams, set quotas, and assign territories, regions, and accounts to their sales teams
CRM Functionality & Contact Management
  • Manage all accounts and the specific client contacts associated those accounts.
  • Add new contacts, and keep one single repository of information for all potential leads
ACI Methodology
  • Each sales rep can track all accounts that are assigned to them. They can enter interaction dates and client responses, and manage their outreach through the "Available, Contacted, & Interested (ACI)" methodology
  • This is used to determine which clients should move into the company's qualified pipeline (all interested clients)
Contact Interaction Tracking
  • Sales reps can use the "Touch Tracker" to view every communication type, date, and message sent to each contact associated with a specific client.
Sales Rep Pipeline Tracking & Sales Cycle Stage Analysis
  • Manage all accounts that have been pushed through to the pipeline based on the ACI dashboard. Track the time it takes to move across the sales cycle, and enter the estimated deal size
  • This will calculate the qualified pipeline amount based on the likelihood that the deal will close (these parameters are adjustable by admins).
Sales Rep Leaderboards
  • Track the performance of your sales reps across the organization, and view metrics that compare this performance against other reps
  • Quickly view attainment % and sales performance against a goal.
Company Pipeline Tracking
  • Sales ops leaders can view a read only report of the qualified sales pipeline and get a snapshot glance of the pipeline across the organization.
Executive Report
  • View and executive report of sales rep outreach, specific messaging and contact interactions, sales rep pipeline amounts, and sales rep performance
  • This rolls up to total company performance with easy-to-read visuals and charts.

Terms and conditions


Application Terms and Conditions: BY CLICKING TO PROCEED WITH DOWNLOAD OF THE APPLICATION, YOU ACKNOWLEDGE THAT THE TERMS BELOW SHALL GOVERN YOUR ACCESS AND USE OF THE APPLICATION. IF YOU DO NOT WISH TO BE BOUND BY THESE TERMS, DO NOT CLICK TO PROCEED. THIS APPLICATION IS NOT PROVIDED BY ANAPLAN, INC. AND THESE TERMS ARE NOT OFFERED BY ANAPLAN UNLESS ANAPLAN IS NAMED AS THE PROVIDER ON THE DOWNLOAD PAGE. USE OF THIS APPLICATION REQUIRES A VALID SUBSCRIPTION TO THE ANAPLAN HOSTED SERVICE, WHICH IS ONLY AVAILABLE THROUGH A SEPARATE AGREEMENT BETWEEN YOU AND ANAPLAN. Application Provider. The application named on the download page of the Anaplan App Hub (the “Application”) is provided by the party named on the download page (the “Application Provider”). Anaplan, Inc. (“Anaplan”) is not the Application Provider unless named as such on the download page. Terms and Conditions. This agreement (the “Terms”) contains the terms and conditions governing your use of the Application unless you have separately agreed to other terms with the Application Provider. These Terms are entered into solely between you and the Application Provider and shall become effective upon your download, access or use of the Application. Anaplan is not a party to these Terms unless it is the Application Provider. Grant of Rights; Anaplan Agreement. The Application Provider hereby grants you the nonexclusive, nontransferrable, nonsublicensable right to use the Application solely in connection with your authorized use of the Anaplan hosted service (the “Anaplan Service”). Your right to use the Application does not include the right to use the Anaplan Service, which requires a separate agreement between you and Anaplan (an “Anaplan Agreement”). You are not permitted to copy or redistribute the Application, but you may load the Application into your instance of the Anaplan Service and modify the Application in connection with your permitted use of the Anaplan Service. Evaluation and Production Use. Your right to access and use the Application is provided on a temporary basis and is limited to evaluation use for a thirty (30) day period beginning on the date of download (“Evaluation Period”). If your subscription under the Anaplan Agreement includes the right to use the Anaplan Service for the use cases covered by the Application, then you may use the Application for production purposes after the Evaluation Period, or earlier if the Application Provider agrees. If you do not have an Anaplan Agreement that includes your right to use the Anaplan Service for the use cases covered by the Application, then your right to access and use the Application will automatically terminate at the end of the Evaluation Period without notice from the Application Provider or Anaplan. Reservation of Rights. The Application contains valuable intellectual property rights of the Application Provider and you are not permitted to use or exploit such intellectual property rights except as explicitly permitted in these Terms. The Application Provider reserves all right, title and interest in the Application except for the rights explicitly granted to you in these Terms. Your right to use the Application will terminate immediately upon any breach of these Terms by you, or upon the termination or expiration of your Anaplan Agreement. Either party may terminate these Terms at any time in its discretion by providing the other party with notice, at which time your right to access and use the Application will terminate immediately.

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By clicking to proceed, you agree that Anaplan may collect data on your usage of the App and combine it with other information we have collected about you to improve services we offer you, and to improve the effectiveness of the App Hub. We may also contact you about your use of the App. Where an App is provided by a third party, we may share App usage data with that third party in which case that third party’s privacy policies will apply and this one will not. Please also see our Privacy Policy