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Track progress effortlessly with Goalplan. No more reports— input your numbers and watch them transform into visual insights for all levels and stakeholders. Seamlessly integrate your systems for added efficiency, such as:
Power Bi, goal & budget sheets
CRMs & POS systems
HR systems
Motivate your employees through competitions linked to goals fed from your other systems or entered by you. Follow the competition and cheer, in real time!
Create a competition
Choose participants
Follow progress on leaderboards
Challenge each other
Here, you can set up to-dos that are repeated regularly, build everything from order forms to store walks with smart lists, and create KPI-driven coachings:
Create coaching spaces and follow progress
Create to-dos and routines
Ensure they are carried out
Let your imagination flow with smart lists
Communicate in groups, privately, and in context. With the broadcast function, no one misses the message! Deliver your messages and promote dialogue with:
Broadcasts & video messages
Private chats
Group chats
Competitions with personal encouragement
Ensure your staff is up-to-date with the latest. Create interactivity around important news, onboarding material, policies, and campaigns. You can:
Upload training and campaign materials
Add videos and presentations
Link quizzes
Get read receipts
At Goalplan, we offer a digital platform and range of services for sales coaching. We unite teams, ignite passion, and fosters collaboration, helping individuals and companies exceed their goals. We believe that anyone who interacts with customers—whether in person, over the phone, or digitally—should receive sales coaching. Effective sales coaching not only drives outstanding results and enhances the customer experience but also boosts employee satisfaction, creating a more positive and engaging work environment.
Real-time overview of key metrics, goals, progress, and CRM synchronization.
Set up competitions to boost your coaching and let the team challenge each other.
Customize personalized libraries with sales techniques and best practices.
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