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Sales and Marketing Pro was created by the experts at Palo Alto Software in partnership with sales and marketing guru John Jantsch. At every step, detailed instructions and examples from actual sales plans and marketing plans are included. Sales and Marketing Pro also includes exclusive guides to social media marketing and search engine marketing. A complete collection of real marketing plans is included so you can see how other businesses have done it.
The must-read book on marketing strategy, Duct Tape Marketing by John Jantsch, is included free with Sales and Marketing Pro (offer for U.S. When you complete the initial text of your plan, Plan Write will guide you through your financial projections. I met Tim Berry, founder of Palo Alto Software, last year and listened to him present to a room full of entrepreneurs.
First, after you land on the easy-to-choose-from dashboard, you notice that for every question the software asks, it provides a wide range of useful content as well as tips, links and resources to help you get the plan done.


This review of Palo Alto Software’s Sales and Marketing Pro is for the business owner who goes through the day putting out fires, but knows that new prospect call needs to get done before the end of the day. It was a smart move by him to have the sales and marketing plan software that you reviewed, sealed with Duct Tape.
I agree with Joel’s statement, it is a a great combo to have a powerful software tool plus the Duct Tape Marketing book! Create your goals and and translate them into action plans with an expert by your side every step of the way. Writers block is a thing of the past with a complete library of plans to draw inspiration from.
You have complete control over what's included your marketing plan and your sales plan. I can just picture him getting ready to school me in his most passionate and enthusiastic tone about how a plan should be a living document. There are SEO and social media books and e-books, price breaks or longer-than-average trials with BatchBook, VistaPrint, and other vendors in the marketing and public relations space (PR Web, for example).


Even if you minimize it and get back to the main window, it won’t allow you into the software again until you close the Resources tab.
If you are a business owner who wants to create a plan, but simply can’t afford the time to explore how to do it, this software may be just the thing you need to help you get a plan completed one step at a time. I can honestly say that I am not done with my own sales plan, but the ease of the process has me working through it and leveraging all the tips and experience that are woven into the product. I can see an outline view (right column of above screenshot) as well, and the software lets me jump to an entirely new section and start working there, so you don’t have to go in order (although there is probably a good reason to do so).
Sales and Marketing Pro includes many customization features that impress even the most advanced planners!



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