Plan 365

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Plan 365 Stat Sales

Easy-to-Use Dashboards for Every Role

Plan 365 Stat Sales makes speaker program planning simple by organizing speaker requests, pre-registration, progress tracking, and post-program wrap-up in one user-friendly interface. Automated status notifications and mobile device accessibility ensure that team members are updated with up-to-the-minute information. Plan 365 Stat Sales is accessible via mobile devices including iPad®.

Configurable features include:

  • Dashboards for every role, including sales, sales management, marketing, and compliance
  • Program requests and approval management
  • Automatic program status and update notifications
  • Program materials access, including invitations, meeting information, checklists, and sign-in sheets
  • Program calendar
  • Quick program stats
  • Status tracking of programs, budgets, and speaker utilization
  • Speaker planning center, including a profile library and speaker search function
  • Speaker master calendar
  • Audience recruitment support
  • Pre-registration
  • Pre-populated sign-in sheets
  • Automatic reminders and notifications
  • Post-program attendee management and wrap-up wizard
  • Call file and target list integration
  • Program history
  • Message center
  • Resources library
  • Stat Sign electronic sign-in manager accessible via iPad®
  • Reporting access by role, organization, and type of report

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