Mutual action plan software

Set a collaborative success plan with your buyers to mutually understand what actions need to be taken to close the deal. Provide a better buyer experience, more clarity in your pipeline, and reduce the stress of the unknown.

Mutual action plan software
in 3 steps

Create an action plan of mutually agreed milestones between you and your buyers that will move the process to the finish line.

Assign each task to all necessary stakeholders participating in the digital sales room, including yourself, to keep everyone accountable.

Follow up on the tasks and make sure actions are taken to move the deal forward. Use the overview to see progress at a glance.

Mutual action plan software
in 3 steps

Create an action plan of mutually agreed milestones between you and your buyers that will move the process to the finish line.

Assign each task to all necessary stakeholders participating in the digital sales room, including yourself, to keep everyone accountable.

Follow up on the tasks and make sure actions are taken to move the deal forward. Use the overview to see progress at a glance.

11

According to Gartner, an average of 11 stakeholders are involved in a B2B purchase

Map the deal cycle

When creating a joint go-live plan, you can figure out all the stakeholders that need to be involved, when the contract can be reviewed and signed, and what other steps should be added to the process.

Enhanced buyer experience

Hold your buyers accountable for reaching a common end goal and make them feel as if you are working together as a team to get something done instead of continuously having to chase the next steps.

Clearer pipeline

Align your mutual action plan with your sales process so you always know how far you are from closing the deal, better understand bottlenecks in the deal cycle, and take a proactive approach to moving the deal forward.