Show off your great ideas with impressive presentations

A great sales and marketing plan is more than just the plan document. It’s a tool that you will use to share your vision with your team and get everyone on the same page. If you need to sell your ideas and convince your audience, a plan created with Sales and Marketing Pro creates a compelling case for action.

Impress your audience

Impress your audience

Sales and Marketing Pro produces professional documents that are automatically collated and organized for you, including a cover sheet, table of contents, and appendices for financial projections. Charts, graphs, and budgets are automatically integrated so you can focus on perfecting your strategy instead of fussing with formatting.

Automatic Charts and Graphs

Charts are automatically generated so your marketing plan looks impressive from start to finish. Sales and Marketing Pro will create Sales, Expense, Channel Forecast, Competitive Analysis and almost two dozen additional charts, in full color!

You can add to the visual impact of your marketing plan by importing your own logos and images. Copy text, data, charts, and more from Word and Excel. No other marketing tool gives you this level of flexibility and creativity in creating your plan.

Automatic Charts and Graphs
Export to PowerPoint, Word, and more

Export to PowerPoint, Word, and more

In addition to being able to print your plan directly from Sales and Marketing Pro, you can export it easily to Microsoft Word, Excel, PowerPoint, or Adobe PDF so that you can share and distribute your plan in the format that works best for you. We even include PowerPoint templates that you can use to create a presentation that will impress your colleagues when you present your plan.

Craft as many plans as you need

Marketing and sales management is an ongoing effort. With Sales and Marketing Pro, you can create as many marketing plans and sales plans as your imagination will allow. Draft several options to show to your colleagues, or prepare marketing campaigns for numerous projects or products.

Craft as many plans as you need
Share your plans online

Share your plans online

Get your coworkers involved in the planning process by sharing your plan securely online for review and comment. Publish your plan directly to a free, password-protected website provided by Palo Alto Software. Use this feature to share your plan with colleagues or to get feedback from other plan contributors.

Only people you invite can access your plan. You can monitor who reads it, and when, with built-in usage logging. You can even give invitees permission to download your plan as a read-only document, or remove permission to view the plan entirely.

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