.Business and Marketing Makeover

Business and Marketing Makeover

Sales and Marketing Software

Easy Sales Planning and Budgeting

Expert Guidance

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. You’ll build your plans and campaigns with expert advice and guidance that you can trust.

Instructions and Examples at Every Step

Sales and Marketing Pro includes detailed instructions and examples from actual sales plans and marketing plans. Create your goals and translate them into action plans with an expert by your side throughout the process. You’ll also get exclusive guides to social media marketing and search engine marketing. Learn from experts how to put the power of the internet to work for your business.

Complete Sample Marketing Plans

A complete collection of real marketing plans is included so you can see how other businesses have done it. Writer’s block is a thing of the past with a complete library of plans to draw inspiration from.

Extend and Customize Your Plan

If you need additional flexibility and customization in your marketing plan, you’re in luck. You have complete control over what’s included your marketing and sales plans. Need additional spreadsheets? Simply add them to your plan outline. You can even import them from Excel. Sales and Marketing Pro includes many customization features that impress even the most advanced planners!

Professional Marketing Plans

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. It’s powered by the Duct Tape Marketing system, which has been called the “world’s most practical small business marketing guide” and has been praised by experts like Entrepreneur Magazine and Harvard Business School.

Focus on Your Ideal Customer

Knowing who to target (and how) is half the battle—and the other half is retaining customers and turning them into repeat business. Sales and Marketing Pro helps you narrow your market focus to better attract the people most likely to become—and remain—your customers.

Create a Marketing Plan That Gets Results

Map out your marketing activities with clear milestones and track key tasks throughout the year. Sales and Marketing Pro is all about creating a marketing plan that gives your business something to aim toward, not a static document that just sits in a drawer. Your marketing vision will help you identify your goals and measure your progress against them.

Build Your Core Messaging

Sales and Marketing Pro will help you find and occupy a position that your market values. From there, you can easily communicate to your customers with consistent branding and messages.

Use Sales and Marketing Pro to build a training program for your employees. Define how your marketing strategy will be implemented and then make sure everyone in your company is moving in the same direction and giving the right message to your potential customers.

Create Magnificent Marketing Materials

Let your marketing materials do your selling for you. Sales and Marketing Pro will guide you through the process of creating 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.

Smart Forecasting Tools

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

Everything experts expect in a great sales and marketing plan is included in Sales and Marketing Pro. From sales forecasts to marketing expense budgets and commission tracking, we’ve got you covered. You’ll always have complete and impressive plans that will wow any audience, guaranteed.

Automatic Charts and Graphs

Color charts are automatically generated from your forecasts to create great visuals for your plans. You can also customize them easily, so your charts will look just how you want them to look: change colors, headings, convert from 2D to 3D, and much more. You have complete control over the look of your plans.

Understand Your Numbers and Track Your Performance

Plans are nothing without great execution. Sales and Marketing Plan Pro makes it simple to keep your plan up to date and measure your actual performance against your plan.

Easy-to-use tools let you compare your actual sales and expenses to your marketing goals and make sure you stay on track with your business growth plans.

Easy Sales Planning and Budgeting

Professional Sales Planning and 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

You can get all the sales leads you want, but without a compelling sales pitch, those leads are worthless. Sales and Marketing Pro will help you develop a sales plan that includes a finely tuned pitch. Use your sales plan to train new salespeople and get them up to speed and producing quickly.

Manage and Track Your Results

A good sales plan is more than just a document to get your team on the same page—it’s a tool you use to track your performance month-to-month and year-to-year. Sales and Marketing Pro includes plan versus actual performance tracking so you can stay on top of your key numbers and ensure that you exceed your goals.

Contact Management Software Included

Your relationships with your customers and colleagues are what drive your business forward, shape your product, and ultimately determine your success. But, you can’t remember everything about everyone. Even if you could, your staff needs all that information too.

So be smarter about your business by tracking your business, personal, and social networking contacts and communications with Batchbook. Sales and Marketing Pro includes six free months of the leading contact management software.

Business Growth Strategies

Find Customers and 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

With all the talk surrounding social media marketing, it can be tough to figure out how to harness the medium to help your business.

From blogging to Facebook, Twitter, YouTube, and beyond, there are so many networks and so many uses that you could spend weeks trying to figure it all out.

The SoMe Guide (Social Media Guide) in Sales and Marketing Pro provides an overview, links, and tons of advice to get going with social media tools and sites. Everything you need to know is in one easy-to-read guide.

Reach Your Customers

Knowing who to target (and how) is half the battle—and the other half is retaining customers and turning them into repeat business. Sales and Marketing Pro helps you learn to narrow your market focus to better attract the people most likely to become—and remain—your customers.

Press Release Service Included

To draw attention to your business fast, and turn that attention into revenue even faster, you need to be where your prospects are looking: the web.

PRWeb online news releases get you attention by improving your search ranking, getting your business on premium news sites, and placing your news where people look online. Sales and Marketing Pro users get one free Advanced Online News Release from PRWeb.

Make Email Work For You

Whether you have newsletters to send or want to tell your clients about a big sale or new service, email is the most direct and cost-effective way of reaching your audience.

But email marketing isn’t always a matter of just writing a message and hitting send. VerticalResponse makes it easy and affordable to create eye-catching and professional emails that drive sales and help build customer loyalty. Send 1,000 free emails, thanks to a special partnership between VerticalResponse and Sales and Marketing Pro.

Impressive Presentations

Show Off Your Great Ideas With Impressive Presentations

A great sales and marketing plan is more than just the plan document – it’s a took 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 foe action.

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.

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.

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.

Valuable Extras

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 your straegies and succeed in your market. everything you need is included:

Get Your Business Online

A good website for your business is like having a salesperson who never sleeps, and doesn’t need a paycheck. If you don’t have one, what are you waiting for? Having a web presence is easier than you think. Sales and Marketing Pro includes exclusive tools and offers from Network Solutions© to give you everything you need to put the web to work for you. Choose from a free one-year domain name registration or three free months of website hosting. You’ll be seeing the rewards of being online in no time.

Make Appointment Setting A Breeze

The days of assistants handling all your appointment scheduling with a schedule book are long gone. You need a more efficient way to manage this important task.

The three-month Appointment-Plus membership included with Sales and Marketing Pro lets your customers book their own appointments online. It’s easy for them and easy for you.

Present Professional Printed Materials

So much is focused on what’s happening online these days, but a real-life presence is just as important. The people you meet need to know who you are, what you do, and how to get in touch with you.

That’s why you need high-quality printed reminders of you and your business. Choose from 250 free business cards, 100 free marketing postcards, 25 free brochures, a free lawn sign, and more. Vistaprint provides Sales and Marketing Pro customers with savings not available anywhere else.

Read the Definitive Marketing Book

There’s no better way to get a grip on your business than to read a book that shows small business owners exactly what to do to market and grow their businesses.

The world’s most practical small business marketing guide, Duct Tape Marketing by John Jantsch, is included with Sales and Marketing Pro. This bestseller combines insights gained from over twenty years of successfully working in the field with real-life small businesses.

Launch Your email Marketing Campaign

Whether you have newsletters to send or want to tell your clients about a big sale or new service, email is the most direct and cost-effective way of reaching your audience.

But email marketing isn’t always a matter of just writing a message and hitting send. VerticalResponse makes it easy and affordable to create eye-catching and professional emails that drive sales and help build customer loyalty. Sales and Marketing Pro users get their first 1,000 emails free!

Manage Your email Better

One way to impress your clients and customers is to respond to their emails quickly. But, if you’re like most busy professionals, your inbox sometimes gets neglected.

Outpost makes it easy to respond faster and get the right answers to your customers every time. With a free 30-day trial, you’ll discover how to handle more email, more efficiently. Make email a team effort with easy collaboration.

Spread The Word About Your Business

To draw attention to your business fast, and turn that attention into revenue even faster, you need to be where your prospects are looking: the web.

PRWeb online news releases get you attention by improving your search ranking, getting your business on premium news sites, and placing your news where people look online. Includes one Advanced Online News Release from PRWeb.

Business Plan Software

Expert Guidance

Easy Financials

Impressive Plans

Funding Tools

Better Business Management

Everything You Need

What's New With Business Plan Pro

Business Plan Tutorial

Expert Guidance

Writing Your Business Plan Just Got Easier

With the right tools, anyone can produce a professional business plan. Business Plan Pro is packed with the features and advice you need to forget your fears and write your plan with the confidence of an expert – and get expert results!

500+ Sample Plans

Say goodbye to writer’s block and hello to getting your plan done quickly. Easily find, read and edit more than 2,000 samples and examples. Business Plan Pro software comes with more than 500 complete sample business plans for all sorts of company types.

The exclusive Sample Plan Browser lets you quickly find the plan that meets your needs. Then you can write up the plan in your own words (step–by–step guidance makes it a snap!). Or, you can simply edit the text found in any of the real working sample plans. Every single plan can be opened and edited in Business Plan Pro to give you the jump–start you need.

Let The Software Do The Math

Just plug in your numbers and the calculations are done for you. Now you have instant access to business planning calculations and an explanation of every financial term. Only Business Plan Pro offers powerful, integrated financial and spreadsheet support.

A Planning Expert At Your Side

Tim Berry is the recognized authority on business planning. An expert business planner and principal author of Business Plan Pro, his advice and expertise guides you through every step of creating your business plan. He’s a best–selling author and prolific writer, whose blogs can be found at TimBerry.com, Bplans.com, Amex Open Forum, and others. Using Business Plan Pro is like having Tim sitting next to you while you write your business plan.

Business Planning Course

Create the best possible plan for your business by completing Tim Berry’s video course on business planning, included in Business Plan Pro. Originally created for the Small Business Administration (SBA), the course breaks planning into manageable pieces and helps you understand the principles behind the process.

Easy To Follow Instractions

Wherever and whenever you need help, Business Plan Pro offers complete and newly updated instructions for every topic and table in your business plan. If you’re more of a visual learner, new video instructions will guide you through the financials and other key components of your plan.

Examples For Every Topic

No matter what section of your plan you’re working on, there are examples to help you figure out what to write and how to write it. Say you’re not sure what your Market Needs section should say. No problem—just click the Examples tab and view a handful of Market Needs descriptions. Cut and paste if you find one that works for you, or just get a sense of direction for writing your own. No more wondering if you’re doing it right.

Free Business Planning eBooks

The Plan–As–You–Go Business Plan by Tim Berry

Every purchase of Business Plan Pro includes the ebook edition of The “Plan–As–You–Go Business Plan.” In this new book from Entrepreneur Press, celebrated planning expert Tim Berry describes his no–nonsense approach to business planning for small and growing businesses.

Hurdle: The Book on Business Planning by Tim Berry

Also included with Business Plan Pro is the ebook edition of Tim Berry’s classic business planning guide. “Hurdle: The Book on Business Planning” is a practical, step–by–step guide to developing a business plan. Berry’s book covers all the basics, including what to include in a plan, where to find information, and a simple guide to business numbers that stands out for its explanation of cash flow.

Unparalleled Customer Service

At Palo Alto Software, we pride ourselves on providing quality, U.S.–based customer service. And, we’re not going to charge you for it. Whether you’ve lost your serial number, are having computer issues, or have questions about how to use Business Plan Pro, our in–house customer care team is highly trained and ready to help you.

Easy Financials

Even the Financials are Easy

Don’t fear the financial section of your business plan—you don’t need an MBA to get it right. Business Plan Pro makes financial forecasts easy, with built-in formulas in all the spreadsheets and expert advice every step of the way.

No errors - Guaranteed

Business Plan Pro’s table wizards guide you through creating your financial forecasts. You just plug in your numbers and the calculations are done for you. Plus, you have instant access to the methodology behind standard business planning calculations, and an explanation of every financial term. Only Business Plan Pro offers such powerful, integrated financial and

Simplified Forecasting

Create forecasts visually with a “drag and drop” graphic forecaster. The forecaster is a simple and powerful tool to streamline the forecasting process. You can easily change your sales and expenses estimates. Simply click your mouse button to move the line on your forecast chart, or apply a growth rate to the whole year. Build forecasts using visual common sense.

Real-World Financial Data

Business Plan Pro leverages more than 9,000 industry profiles to give you insight into how your business compares against similar companies in your industry. The most recent data from your industry gets pulled right into your plan, so you can show investors that your numbers are on target, or explain why they differ.

Advanced Financial Spreadsheets

The Premier Edition of Business Plan Pro includes more advanced financial forecasting options. Divide your expenses and payroll into categories such as General and Administrative, Production, and Marketing. Forecast personnel salaries in more detail, or forecast two years in a monthly format. You can even add spreadsheets or import directly from Microsoft Excel, to create a custom business plan that’s just right for your business.

Import Financial Data

Import from Excel

If you already have financial data in Microsoft Excel, you can easily import it and link it to your forecast. Include these tables as part of your plan, or use them behind the scenes for advanced financial analysis. Enhance and personalize your business plan while saving substantial time by avoiding starting from scratch.

Import from Your Accounting Software

Importing from QuickBooks or Peachtree saves you valuable time and effort. Instead of retyping all the historical data you want to include in your plan, just click import and it’s done for you. Once it’s there, it’s easy to base your forecasts on your past performance.

Create Long-Term Financial Forecasts

Business Plan Pro allows for long-term financial forecasting. Detailed forecasting is available through the first five years, while a long-term macro-view summary plan can be created for up to 10 years in the future.

Impressive Plans

Create Impressive Plans That Get Results

Business plans shouldn’t all look alike. every business is unique, and every business plan should be too. Make yours stand out from the rest with custom charts, graphs, and easy PowerPoint presentations. Whether you’re presenting to your boss or to a lender, be sure you wow your audience with a great looking plan.

A Presentation - Ready Plan

Every page is automatically organized and collated to produce a bulletproof plan that gets results, all in the preferred format of banks, investors, and SBA lenders.

Business Plan Pro even includes five professional PowerPoint templates, so you can pitch your plan like a pro and impress any audience.

Easy Export For Presentaions

You’ll want to put your best foot forward when you present your plan to bankers, investors, or potential partners. Simply export to Microsoft Word, Excel, or Adobe PDF to share your plan. You can even export to PowerPoint to create a winning presentation.

Customize Every Page

Create a plan that is unique to your business. Rearrange the outline and add just what you need. Don’t be squeezed into an inflexible, one-size-fits-all cookie-cutter planning product.

Automatic Charts and Graphs

No need to spend time creating charts and graphs to go with all the tables in your plan. Business Plan Pro does it for you. As you input and update your numbers, your charts change automatically. You can choose the colors and types of charts you want to use, or go with the standard settings and not have to think about the charts again.

Funding Tools

Funding Tools to Impress Investors

Matches the Format Preferred By Banks, Investors, and SBA Lenders

Every page is automatically organized and collated to produce a bulletproof plan that gets results, all in the preferred format of banks, investors, and SBA lenders.

Business Plan Pro even includes five professional PowerPoint templates, so you can pitch your plan like a pro and impress any audience.

Step-By-Step Financials

Real-Worlds Financial Data

Create a plan that is unique to your business. Rearrange the outline and add just what you need. Don’t be squeezed into an inflexible, one-size-fits-all cookie-cutter planning product.

The Numbers Investors Want To See

For the investor, there is only one flow into the company that matters (the investment) and there are only two flows back out as returns (dividends and equity valuation).

The Investment Analysis table presents the numbers from the point of view of the investor. While equity valuation really matters only when the investor cashes out, most investors will want to see your estimates before they put their funds into your company.

Research Your Funding Options

For the investor, there is only one flow into the company that matters (the investment) and there are only two flows back out as returns (dividends and equity valuation).

Better Business Management

Plan For Better Business Management

Whether you’re just starting up a business or have been running one for years, you know the connection between good management and success can’t be ignored. Measuring how your business is doing against your business plan is the best way to make sure you’re on track or to make quick course corrections when you’re not. And it’s easy with the special features built into Business Plan Pro Premier.

Your Plan As A Management Tool

The management dashboard in the Premier Edition of Business Plan Pro gives you a quick visual overview of how your plan is living up to real-world results. To get the most from the dashboard, enter or import your actual data for sales, cost of sales, expenses, and milestones. The software will automatically compare your current results to your plan and highlight any variances.

Follow Up With Plan Versus Actual Comparison

The plan versus actual feature in the Premier Edition of Business Plan Pro adds 12 more charts to help you visually track your actual numbers and your variance analysis. Quickly analyze where your real results vary from your original plan.

Visually Track Your Cash Flow

The dynamic capabilities of the Cash Pilot allow you to adjust key numbers on the fly to easily see how your cash flow is affected by changes in your plan. Want to hire a new employee? How will this affect your overall cash flow? Easily see your cash needs with this advanced feature, available in the Premier Edition.

Keep Ahead of the Competition

The industry profiles included in Business Plan Pro do more than help you complete your financial projections; they can also guide your future business decisions. As you revisit your plan, you’ll see how your business is doing and how it stacks up against others in your industry. If you’re doing better than the averages, good for you! If you’re behind, use the information to make changes to help your business grow.

The Reports You Need

Easily generate reports for presentations or long-range planning sessions. Whether you need one chart or all the charts, just the appendix or every table in your plan, all you have to do is decide and the reports are generated for you and ready to print with the click of a button.

Easy Multi-Year Planning

Keep your business plan alive with Business Plan Pro Premier. The annual rollover process makes it easy to save past years’ business plans for reference and lessons-learned analysis. Key data gets transferred to the appropriate tables (for example, first-year data automatically transfers to the Past Performance table) and you start your new planning year on solid footing, with the insights you’ve gained over the past year.

Browse

Want to chat?

Social