Mutual Action Plan Software To Win More Deals | Dealpad.io
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MUTUAL ACTION PLAN

CONNECT YOUR PROSPECTS WITH MUTUAL ACTION PLANS

Plan a collaborative roadmap using Mutual Action Plans.
Align with your buyers on next steps, key dates & milestones to get the deal closed.
MUTUAL ACTION PLAN

QUOTA ATTAINMENT MADE EASY

You’ll have faster access to buyers, better visibility on what they’re doing and full alignment on the close plan

ELIMINATE SLIPPED DEALS

Lock in the close plan & know months in advance when deals will close

CLOSE MORE PIPELINE

Make your sales process the differentiator & get to quota quicker

FORECAST WITH CERTAINTY

Cut optimism out of your forecasting & use real-time deal activity data to forecast
Dealpad Mutual Action Plan
 

HOW MUTUAL ACTION PLAN WORK

3 main functions of a mutual action plan
FEATURES

Plan a collaborative roadmap using Mutual Action Plans

Build a sales process which is aligned with the organization you’re talking to, which makes both parties working towards the same goal
Share the roadmap with all your stakeholders
Get email notifications when a task has been modified
Download the roadmap as PDF, for easy sharing
Keep everyone on the same page

Keep everyone on the same page

Set goals and next steps together with your buyer toward closing the deal
Collaborative way to build the plan
Share files directly on tasks
Assign people to a task

Keep on track and avoid delays

Track the progress of your deal, identify which tasks are completed and stay on top of buyer comments.
Assign a close date to the deal
Assign due date to individual tasks
Mark a task as completed
Keep on track and avoid delays

Stay in control

Always be informed and stay on top of all important events that are happening in your deal
Be notified on important events
Bird's eye view across all deals
Be in control with the activity center
 

TRUSTED BY HUNDREDS OF
SOFTWARE CUSTOMERS

Dealpad powers-up your sales process & is your cheat code for winning more deals
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Loved by sales teams at
Hootsuite Hootsuite
Freshbooks Freshbooks
ProdPad ProdPad
Rfrd Rfrd
VrooziVroozi
MyLegalMyLegal
 

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MUTUAL ACTION PLANS

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