Managing POCs and trials can be chaotic. Sameplan helps sales reps improve the buyer experience when it matters most.
Instead of relying on email & spreadsheets to manage complex evaluations, Sameplan gives all stakeholders visibility by centralizing information between companies.
You deserve more than a spreadsheet.
Generate a plan from a template, then customize to your heart’s content.
Need to budget an extra week for legal? Make room with bulk date shifting.
Don’t miss a thing. Get notified when activity happens in any plan.
Create events in Google Calendar with one click within Sameplan.
We’ll bump things with automated reminders so you don’t have to.
Bi-directional sync to and from Salesforce. Life’s too short to duplicate data.
Team-wide dashboards of every prospect in your pipeline. No picture of a POC is more accurate than a mutually-agreed-upon path forward.
Get Sameplan data in Salesforce and wherever else you want it.
Make it easy for reps to adhere to standard processes & onboard new reps faster.