Three Ways to Use MAXPlan:
1. MAXPlan for National Sales Managers
- Run scenarios using your firm’s actual sales data, territories, and producers
- Justify decisions on manpower, activities, and firm focus
- Identify the key drivers of success by looking at various views by territory, channel, and region
2. MAXPlan for Wholesalers
- Live training supported by a powerful online tool
- Manipulate your sales data to test scenarios, build plans, maximize productivity
- Converts a "chore" into an actionable, meaningful wholesaling strategy
3. Coaching Support
- Built upon our experience training top wholesaling teams, the “sales coach’s playbook”
and training help you leverage your investment in your wholesalers
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