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Our mission here at Planium
is to create software tools that will really help managers to make
better business decisions
Read more...
For More Information:
E-Mail: info@planium.com
Tel: (972) 8-9261058
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Sales Planner
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Sales Planner |
FAQ |
Overview
Sales Planner is intended to be the planning and budgeting tool for sales and marketing managers.
Sales Planner helps in the following tasks:
- Planning and monitoring the sales plan and the sales budget
- Scheduling and monitoring the sales activities (including costs, labor and material)
- Preparing Framework (top-down) planning and Operating (detailed) planning
- Analyzing the plan and making decisions
- Presenting the plan to other managers and employees.
Sample Screens
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Q:Who are the users of the Sales Planner ?
A: Marketing and Sales managers in any business or organization that sale products or services and applies marketing and sales resources in order to generate these sales.
Q: What size should a business be to use the Sales Planner ?
A: The Sales Planner is flexible enough to be used by businesses of different industry and different size - small, medium and large |
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Main Benefits
The Sales Planner's main benefit is:
Helping the manager to decide how to allocate efficiently the marketing and sales resources of his business to activities, products and markets in order to generate more sales with less expenses.
- Adjusting Framework Planning to Operating Planning
- Integrating financial planning, budgeting, activities and personnel planning to one plan with one planning tool.
- Controlling and monitoring sales activities and costs
- Setting clear schedules and targets to Sales and Marketing staff
- Saving time and efforts by using a comprehensive planning tool that does not require previous experience in programming or usage of software and/or in financial modeling and budgeting.
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Main Features
Quick to learn, Easy to use
- Step by step on-line guide for novice user
- Enhanced on-line help
- Plan Navigator helps to identify and operate functions quickly
Flexible and Customizable
- Easily adjusted to different businesses
- Samples by industry
Highly Professional
- Advanced budgeting and planning tools
- Powerful analysis tools
- High quality reports and graphs
- Build-in modeling and calculations
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Analysis Tools
The Sales Planner includes powerful analysis tools that help the user to perform the planning, analyze the results and present the plan to other managers and employees in order to make it applicable. These tools include technical tools and logical tools.
The logical analysis tools include:
- Comparison tables - compare framework plan to operating plan.
- Sales Ratio and Success analysis - compare sales to costs for each product, market and activity type.
- Sales Analysis by markets and products
- Budget Analysis by activity types
- Schedule analyses - Activities, Responsible, Material - enable to view and analyze schedule and timing, to locate resource limits and timing problems and to execute and monitor the plan.
The technical analysis tools include:
- High quality and easily customized Reports and Graphs
- On-screen table presentations with:
- Hierarchical tree easily expandable to show different levels of the analyzed data
- Periodical view (Gantt alike) presentation of activities schedule
- Data sorting and grouping according to user selection
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Specifications
- Stand-Alone Application
- Runs on Windows 95/ 98/ NT/ 2000/ ME
- Pentium II 350MHZ or more
- 64MB RAM
- 35MB disk space (100MB in Windows older than 2000/ ME)
- Export to MS-Excel, HTML and MS-Projects (2000)
- Developed with Microsoft’s most advanced development tools
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