Call Plans

Call plans:

• Are useful in account, opportunity, portfolio/territory, and partner planning
• Are made up of one or more plan objects, or "sections"
• Allow you and your team to effectively prepare for key customer meetings
• Set realistic expectations for meetings
• Ensure all team members are working towards common goals in meetings
• Drive accountability and clarity for the account or opportunity team by setting expectations for roles and responsibilities during meetings and as follow-ups to the meetings

• Fill out a call plan before each meeting.
• Update relevant call plan sections after each meeting. Any intelligence you gain helps build a cohesive picture around your opportunity.
• You may share certain sections of the call plan with your customer in anticipation of a meeting. If you do so, be sure to take content sensitivity into consideration when building the call plan.

1. Navigate to portfolio/territory, an account, opportunity, or partner.

2. Hover over the "Call Plans" drop down list from the main top navigation menu, and click View Call Plan List.

   

An example of the call plan list is below.

• Call Date: Lists the call plan date and time
• Subject/Call Type: User-given name of the call plan
• Primary Attendee: Driven by the "Attendees" custom plan object that must be configured and added to the call plan by a Revegy administrator
• Expected Results: Driven by the call plan result attributes if they are enabled by a Revegy administrator
• Linked: Checkmark indicates the call plan is integrated with your CRM
• Call plans turn grey and are hidden in the drop down list when the call date has passed.

• Click on any column header to sort the list by descending or ascending order.
• Use the "Search Call Plans" function above the call plans list to filter call plans.
  • As you type your criteria, the list filters.
  • You can search call plans by call date or a subject/call type.

1. Click New in the call plan list.

2. Enter the call plan attributes, including the Plan Type, Call Date/Time, and Subject/Call Type name.

   

    

3. Click Save. The new call plan template opens and is available for you to edit.

1. Highlight a call plan in the call plan list.
2. Click Open.

1. Click the Attributes icon () in the left side menu of an open call plan.

2. Click Edit Attributes.

   

    

3. Edit the call plan details, including renaming the call plan and changing the date and time. If configured, you may also edit the "Expected Results," "Actual Results," "Objective Level Achieved," and "Attendee's Expectations Met." The "Expected Results" field displays on the call plan list.

   

4. Click Save.

Call plan objects may be assigned to specific team members. This allows your team to divide and conquer, ensuring the best qualified team member is responsible for the right information. Assigning team members to specific plan objects drives accountability and assists with collaboration.

Assign

1. Click the Assigned To field in the Table of Contents of an open call plan.

   

    

2. Select a team member from the "Assign Plan Object" drop down list.

   

    

3. Click Save.

Reassign

To reassign plan objects to team members, repeat steps 1-3 for assigning team members, selecting a new team member from the drop down list.

Unassign

To unassign plan objects to no team member, repeat steps 1-3 for assigning team members, selecting "unassigned" from the drop down list.

Call plans are made up of one or more plan objects, or "sections." Each section may be edited independently from the other sections.

Click the links below to view how to edit each type of plan object.

Standard plan objects

Standard plan objects are available to everyone.

• Free Form Text Box
• Notes Box
• Table: Many Column
• Table: Two Column
• Grid Questions
• Table: Related List View
  

Custom plan objects

Custom plan objects are specially configured by the Master Company Admin, which is typically the Revegy team.

• Attach Maps
• Attached Docs (PDF)
• Configured Actions
• Generic AnyChart Chart
• Opportunity Summary Analysis
• Related Plans
• Task List with Alerts
• Team and Team (External)

Additional resources and help links may be attached to a call plan. These resources provide you with supplementary information and tools, for example, a video, a template, or a quick reference guide.

1. Click the Help icon () in the left side menu of an open call plan.

2. Click an option in the Help menu. The display behavior of a website or a document is determined by your browser settings. For example, a website may open in a new browser tab or window.

   

Sub-plan navigation may be enabled for some call plan types (templates). When enabled, the "next" and "previous" icons are available on all call plans within the same record that share that same type.

To navigate between sub-plans, click the "Previous Sub-Plan ()" and "Next Sub-Plan ()" icons.

Call plans are printed to PDF. The PDF opens in a new internet browser window/tab so that you may save the PDF wherever you need.

1. Click the Actions icon () in the left side menu of an open call plan.

2. Click Print.

   

    

3. Select which plan objects to include in the PDF.

   

    

4. (optional) Select to include any or all of the supplementary pieces.

   Option	Details
   Include Playbook	Includes the active playbook if one is set
   Include Map Legends	Includes the map legends for maps that are included
   Include Map Insight Report	Displays map attributes for each contact that has been added to any contact map for the selected record
   Include Sensitive Map Details	Hides all information on maps marked as "sensitive"

5. Click OK. The call plan opens as a PDF.

   

Call plans are exported as Microsoft PowerPoint presentations. The presentations save and download to the destination you have selected your internet downloads to be stored.

1. Click the Actions icon () in the left side menu of an open call plan.

2. Click Export.

   

    

3. (if applicable) Select a predefined presentation template. If you do not want to use a template for your export, select Export Without Template.

   

    

4. (if applicable) Select the plan objects to include. This window is only available if you selected "Export Without Template." If you selected a predefined template, plan objects are exported based on the template keys included in the PowerPoint template.

   

    

5. (optional) Select to include any or all of the supplementary pieces. This option is only available if you did not select a template.

   Option	Details
   Include Playbook	Includes the active playbook if one is set
   Include Map Legends	Includes the map legends for maps that are included
   Include Map Insight Report	Displays map attributes for each contact that has been added to any contact map for the selected record
   Include Sensitive Map Details	Hides all information on maps marked as "sensitive"

    

6. Click OK. The call plan saves and downloads as a PowerPoint presentation.

Call plans are emailed using your default mail application. The call plan is included in the body of the email as a link to a PDF download of the call plan.

1. Click the Email icon () in the left side menu of an open call plan.

2. Select which plan objects to include in the PDF.

   

    

3. (optional) Select to include any or all of the supplementary pieces.

   Option	Details
   Include Playbook	Includes the active playbook if one is set
   Include Map Legends	Includes the map legends for maps that are included
   Include Map Insight Report	Displays map attributes for each contact that has been added to any contact map for the selected record
   Include Sensitive Map Details	Hides all information on maps marked as "sensitive"

    

4. Click OK. The call plan opens your default mail application and attaches a link to a PDF download of the call plan.

   

Call plans are archived as PDFs and stored in the "Documents" section for the currently viewed record.

Archiving is helpful for taking snapshots of major changes and progress within your accounts and opportunities.

1. Click the Actions icon () in the left side menu of an open call plan.

2. Click Archive. The call plan saves as a PDF in the "Documents" section for the currently viewed record as "[Call Plan Name] [Current Date and Time]."

   

1. Highlight a call plan in the call plan list.
2. Click Delete.
3. Click Yes to confirm the deletion.