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Features

Create marketing plans and strategies to grow your business
Sales and Marketing Pro helps you design your marketing plan and sales strategy from beginning to end.
  • - Focus on your ideal customer: Sales and Marketing Pro helps you learn to narrow your market focus to better attract the people most likely to become, and to remain, your customers.
  • - Create a marketing plan that gets results: Sales and Marketing Pro is all about creating a marketing plan that gives your business something to aim towards, not a static document that just sits in a drawer.
  • - Build your core messaging: Sales and Marketing Pro will help you find and occupy a position that your market values.
  • - Create magnificent marketing materials: Sales and Marketing Pro will guide you through the process to create materials that provide an education for your customers, an education that compels them to buy.
  • - Plan and schedule marketing activities: Create a marketing calendar, including milestones, so you can plan your campaigns, take action, and track your progress


The expert guidance you need is built right in
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, you get expert advice and guidance that you can trust.
  • - Instructions & examples at every step
  • - Complete sample marketing plans 
  • - Extend and customize your plan


Sales forecasting and budgeting with no MBA required
Creating sales forecasts and marketing budgets doesn’t have to be a chore. Sales and Marketing Pro makes it easy to create your budgets and then easily track your performance month-by-month as you meet and exceed your targets.
  • - Everything you need for complete budgeting and forecasting 
  • - Automatic Charts and Graphs
  • - Understand your numbers and track your performance


Professional sales planning & management you can implement today
If you sell for a living, you're always looking for an edge. An impressive sales plan will wow any boss and make sure you achieve your goals. Sales and Marketing Pro includes the tools you need to track your leads and close more sales.
  • - Simple sales planning for sales professionals
  • - Forecast commissions
  • - Track key accounts
  • - Draft your sales pitch
  • - Manage and track your results
  • - Contact management software included


Find customers & grow your business with a complete marketing toolbox
How will you find your next customers? Sales and Marketing Pro will create a lead generation plan to turn a "suspect" (a member of your target market) into a "prospect" (someone who wants what you have to offer). All the tools you need to convert your ideal customers into buyers through advertising, referral marketing, partners, PR, and many other lead sources are included.
  • - Put the power of social media to work for you
  • - Reach your customers
  • - Press Release Service Included
  • - Make email work for you


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
  • - Automatic Charts and Graphs
  • - Export to PowerPoint, Word, and more
  • - Share your plans online


Hundreds of dollars in valuable extras
Sales and Marketing Pro doesn’t just help you create great plans, it provides the tools you need to execute you strategies and succeed in your market. Everything you need is included:
  • - Get your business online
  • - Make appointment setting a breeze
  • - Present professional printed materials

Customer Reviews
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Absolutely fantastic product

"Absolutely fantastic product. The scary thing about writing any business plan is where to start. This maps out the process for you in a very simple way and gives you loads of examples from different industries when you get stuck. There are also loads of helpful resources on what you need to know about starting up a business, I highly recommend this product."

Gavin O'Driscoll - Cork, Ireland

Congratulations on such excellence

"I just have to mention that I am more impressed each time I deal with your company. Not only is your product superb but the service I have received from your company has been outstanding. Congratulations on such excellence and I will be a fan forever. This is not to mention that your business plans has helped me raise more than R29 million in venture capital."

Robert Coutts - Johannesburg, South Africa

Best business plan for years

"Last week I submitted a plan for a client using Business Plan to a bank ( St George Bank in Sydney). The feedback to the client was that it was the best business plan which has been submitted to this bank for years. Thank you!"

Tom Guth - Sydney, Australia

Keeps us on our path

"We used Palo Alto Software for our business plan. We have funded our growth organically but having a business plan keeps us on our path. We revise the plan at least annually."

Evalyn Shea - Houston, Texas, United States

Increased my confidence

"I've used previous versions of your products. Besides the guidance they provided, they educated me a lot and increased my confidence."

Itumeleng Lenake - Roodepoort, South Africa

Great assistance

"Thank you so much for this opportunity which is giving me great assistance in getting a business up and started."

Sandra Vannoordt - Bundaberg, Queensland, Australia

Your software was invaluable

"With it being my first time writing a business plan, your software was invaluable in me organizing my information and giving me a true picture of what the business would like financially."

Rick Emerson - Eden Prairie, Minnesota, United States
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