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Plan your customer meetings better and improve levels of advancement

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The most critical activities in a sales process are the customer meetings. It is here where advancements can be made, and also where an error can cost you dearly. How well prepared are your sales team when they attend critical meetings?  This simple application in Salesforce will bring focus to coaching discussions between sales and managers.

More effective meetings

Activity Insights

It’s free!


CallPlan is a free application for Salesforce. It adds additional fields to a CRM task and event page layouts that help the team to plan more effective meetings. Together with DealSheet and AccountPlan, CallPlan is recognised as a Top Sales Tool in 2016, 2017 and 2018.

Get CallPlan for Salesforce

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