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1 Level
1284 Review
33 Karma

Review on BluePlanner by Carlos Phillips

Revainrating 5 out of 5

Great tool for sales teams to use to track their account plans

I like that it helps me see what my sales team has been doing in their account plans. It also helps me see if they are meeting their quotas. It can be confusing at times, but once you get used to it, it is very helpful. I wish there was more information about how many people were using the app and how many of those people actually opened the emails. Also, sometimes it takes a while for the data to load up after you upload it. This is not always an issue, but when it does happen, it can take a long time. Make sure your sales team uses this tool! It helps them plan out what accounts they want to go into next month and help them stay on track with their quotas.

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Pros
  • The ability easily identify goals
  • How easy everything flows together as far goal setting
  • Allows everyone involved (clients + prospects) viewable by each other via LinkedIn group connections/posts or emailing one another through bluemails which makes collaboration effortlessly accessible.
  • Easy access & sharing within groups
Cons
  • Some problems