
CEO / Founder of Plan 2 Win Software, LLC.
Greater Boston Area

CEO / Founder of Plan 2 Win Software, LLC.
Greater Boston Area
Steven is a long time Technology Sales person and Sales leader. He is an entrepreneur, sales consultant and sales trainer.
Plan 2 Win is excited to announce the Salesforce.com version of Territory Plan Pro, and Account Plan Pro! They are Salesforce.com Certified Applications for the App Exchange, that facilitates the Territory Sales Planning and Strategic Account Planning while integrating with the Native Salesforce CRM.
Steven's career has included:
- WW Vice President of Sales
- Regional Vice President of Sales
- Regional Director of Sales
- Sales Manager - Channels, The Americas
- Sales Rep at every level
He started P2W in 2006. Plan2Win was started because there is a tool gap in most CRM systems. There is also a gap in the training and skill levels of today's sales teams. Real territory strategy and key account planning were not being taught, and there were no tools to facilitate the process. These are the first tools that Plan 2 Win has created. The goal of P2W is to create sales effectiveness tools that enhance the sales person’s activities, not impede them. Territory and Account planning are the first of several tools being developed both on Salesforce, as SaaS offerings and as Mobile applications.
To be effective in today's selling environment, you have to be able to sell effectively in a 2.0 world. This takes research, information, and action. It also takes an effective business plan.
- Sales effectiveness Training
- Inside Sales development
- Sales Tool creation
- Sales process evaluation
His background: Echo Mail as Worldwide Vice President of Sales and Business Development, Exodus Communications, as Regional Vice President of Sales, and Vice President of Exodus Internet Canada, BBN Planet / Genuity where he was the Sr. Web Hosting Specialist, and IME Systems where he was Sales Manager for North America and Latin America.
(Privately Held; Management Consulting industry)
November 2008 — Present (9 months)
Developing curriculum and delivering sales training to inside sales teams, through the Bridge Group, the inside sales experts.
http://www.bridgegroupinc.com
(Computer Software industry)
November 2006 — Present (2 years 9 months)
CEO and Founder of Plan 2 Win Software, LLC. We develop sales effectiveness software programs to automate the strategy process of sales people. The Territory Strategy and Account Planning process that most sales people go through is slow, ineffective and cumbersome. The the first two applications help focus the process, asks the right questions that the sales person must answer, and standardizes the format for a sales team. We cut the sales planning process in half. Available as a free windows download for individuals, or as a Salesforce.com application available on the App Exchange.
http://www.territoryplan.com
(Non-Profit Organization Management industry)
2005 — 2009 (4 years)
Planning topics, speakers, and expert panels for the Senior Executive members of NETSEA. Working with members to find out what real issues are facing Sales and Marketing Executives, then bringing content to the Quarterly meetings to help them be more successful in their roles.
http://www.netsea.org/
(Professional Training & Coaching industry)
December 2006 — December 2008 (2 years 1 month)
Sales and business development takes a thorough thought process and real skills. Unfortunately, many sales people today do not have the key skills needed to truly excel in their role. The classical training and mentoring programs of 15 years ago do not exist in many of today’s corporations, and typical sales managers do not have the time to really train and develop their team. This is the void that we fill for sales managers. Helping to train and coach the coachable players, and identify the players with the best opportunity to succeed. Recently completed a long term (14 Month) assigment as interim VP Sales / Marketing for a technology client. Building and re-starting the sales team while introducing process and structure that was missing.
(Professional Training & Coaching industry)
May 2002 — November 2006 (4 years 7 months)
Training and development for Sales people. We teach the hard skills needed to prospect, qualify, and close business, as well as build the relationships for additional business within the existing base of clients. As a Coach, Mentor, and Trainer, we work with the Sales and Executive Management team to evaluate the performance of the team, determine the gaps, and build a development plan to increase the performance of both the sales people and the sales management team. The gaps can be activities, core beliefs, compensation, or sales and management technique. Part of the Sandler Sales Institute.
(Computer Software industry)
2004 — 2006 (2 years)
Worked closely with VP Sales and CEO, to increase sales process, sales effectiveness, and execution across the field sales, inside sales, field marketing, and sales management teams. Included consulting on issues such as Compensation, strategy, organizational structure, and training.
(Privately Held; Professional Training & Coaching industry)
July 2004 — September 2005 (1 year 3 months)
Working with Corporations, Law Firms, and Professional Business Schools to teach the core Networking skills needed to advance your career, drive revenue, and form lasting relationships. Utilizing the Ferrazzi Method to build more and stronger relationships. Speaking engagements include the Wharton School, The Marshall School at USC, and the Yale School of Management.
(Privately Held; 201-500 employees; Online Media industry)
January 2002 — August 2002 (8 months)
Successfully recruited, hired and built a sales team of 4 outside reps, 3 inside reps and 6 telemarketing reps to get a start up email software company off the ground.
(Public Company; 5001-10,000 employees; EXDS; Computer Networking industry)
January 1998 — January 2002 (4 years 1 month)
Managed the central region and the Canadian market for large Data Center and hosting firm. Managed through significant changes in the market, and the world. At the peak, before the .com crash and 9/11 we had over 300 people and $250M in revenue in our region.
(Internet industry)
1996 — 1998 (2 years)
(Computer Software industry)
1994 — 1996 (2 years)
Managed the Americas and a reseller channel selling online database software for specialized library collections.
(Environmental Services industry)
1992 — 1994 (2 years)
Managed large upstate New York territory growing the profitability of the region by 30% over the first year.
BA , 1985 — 1988
Mass communications 1984 — 1985
Salesforce.com, sales effectiveness, non-profit organizations,non-profit Board Member, donor, fund raiser, Community Theater, musical theater, skiing, sales, sales technique, sales strategy, Social Media, Social networking, Professional Networking,SaaS, Sales 2.0