Plans allow you to create simple cadences for your team to follow and execute against. As you uncover the best practices that work for you and your industry, adjust your plans and implement these best practices. You will know with confidence that all your reps are executing against the best possible strategy.
Each step within a task can have a set of defined outcomes. These outcomes are designed and automated to update additional fields or kick off other plans or events. Salesvue Plans are the first step to streamlining and improving your entire team’s workflow.