Sales and Marketing Plan Pro from Palo Alto Software

Disclosure – I am part of the Duct Tape Marketing Consultant Network. Duct Tape Marketing and Palo Alto Software are Strategic partners. The marketing plan piece of this tool is based on the Duct Tape Marketing methodology. Long story short – I’m biased – but I’m not getting paid to write this.

The folks at Palo Alto Software are launching a new product today called Sales and Marketing Pro. This software builds upon their Marketing Plan Pro software – expanding to include more help for managing your sales planning and execution. Just like Marketing Plan Pro, Sales and Marketing pro combines great planning software with plenty of deals from “best in class” strategic partners who provide the tools you need to go from plan to implementation.

Sales and Marketing ProHere is the dashboard (click on the image for an expanded view) that you see when you launch Sales and Marketing Pro. The dashboard is divided into 3 main sections:

  1. Sales
  2. Marketing
  3. Toolbox


This section contains software tools to help manage your sales process. If you need a customer and contact management system, Palo Alto has teamed up with Batchbook to give you six month’s access to their social crm program for free. You’ll also receive a free, customized training session to help get you up and running.

Setting and managing sales appointments is one area where it is easy to spend a lot of time better spent elsewhere. That’s why I was happy to see that Sales and Marketing Pro includes a 3 month free trial for Appointment-Plus. Once you start setting appointments without the back and forth of multiple emails to find a mutually agreeable time, you’ll wish you had used this service sooner.

Want to focus on your sales forecast and milestones without having to create a complete marketing plan? The Sales Plan section allows you to do just that by breaking out the sales related sections of the full marketing plan software.


Sales and Marketing Pro still helps you create a Duct Tape Marketing style marketing plan just like you can with Marketing Plan Pro. Start with the Basic Marketing Plan to get up and running quickly. Later, you can change to the Standard Marketing Plan as you need to add more detail to your plan. The software is loaded with examples and audio files to guide you along the way.

In addition to the planning software, Sales and Marketing Pro includes other marketing tools to help you implement your plan. Email plays a big role in small business marketing and Sales and Marketing Pro includes offers from Vertical Response to help you with your stay-in-touch marketing campaigns. Also included is a 3 month subscription to Email Center Pro – a  very cool tool that helps you stay on your email communications with your customers. If you have more than one person that handles email accounts like “info@” or “customerservice@”, then you will want to take a look at Email Center Pro.

And if you still need a website (you have one, don’t you?), they have even included a free domain name for 1 year along with a 3 month trial website hosting account from Network Solutions.

Tool Box

The toolbox is a collection of resources that will help you implement your sales and marketing plan.

In the Sales and Marketing Library you will find a collection of articles on everything from pricing, to customer service, to creating a marketing forecast. The library also includes 2 eBooks – one about social media and one about search engine optimization. Rounding out the library, there is a special offer to purchase a copy of the Duct Tape Marketing book for only the cost of shipping.

Sales and Marketing Pro is currently selling for $99.95 which includes free shipping and a 60 day money back guarantee. Learn more on the Sales and Marketing Pro website.

Stayed tuned as I plan to have a webinar demonstrating Sales and Marketing Pro along with some giveaways of the software.


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