SalesLens

If you are a SalesLens customer and feel that the Basic Plan is not meeting your business requirements, you can switch to a Custom Plan that provides additional features and benefits. The Custom Plan is designed for corporate clients with special needs, and it includes advanced features such as coaching reports, API access, custom integrations, and cohort analysis.

Here are the steps to switch from the Basic Plan to a Custom Plan:

Contact a Sales Manager: To switch to a Custom Plan, you need to contact a Sales Manager from <a href="https://app.saleslens.io/account/settings/subscription" target="_blank" rel="nofollow noopener noreferrer">Subscription Management</a> area of your SalesLens portal. The Sales Manager will provide you with the necessary details about the Custom Plan and help you choose the right plan based on your business needs.

Discuss your requirements: During the discussion with the Sales Manager, you need to provide them with your current business requirements, including the number of reports you need per month, the duration of calls and additional features you need to include in your plan.

Choose the right Custom Plan: Based on your business requirements, the Sales Manager will suggest the most suitable Custom Plan for you. You can choose the plan that fits your needs and budget.

Sign up for the Custom Plan: After you choose the right Custom Plan, the Sales Manager will help you sign up for the plan. You will need to provide your billing information and other necessary details.

Enjoy the additional benefits: Once you have signed up for the Custom Plan, you can enjoy the additional benefits it provides, such as coaching reports, cohort analysis, and custom integrations. The Custom Plan also provides you with multiple access levels for users, so you can share reports and data with your team as needed.

1. Contact a Sales Manager: To switch to a Custom Plan, you need to contact a Sales Manager from <a href="https://app.saleslens.io/account/settings/subscription" target="_blank" rel="nofollow noopener noreferrer">Subscription Management</a> area of your SalesLens portal. The Sales Manager will provide you with the necessary details about the Custom Plan and help you choose the right plan based on your business needs. 
2. Discuss your requirements: During the discussion with the Sales Manager, you need to provide them with your current business requirements, including the number of reports you need per month, the duration of calls and additional features you need to include in your plan. 
3. Choose the right Custom Plan: Based on your business requirements, the Sales Manager will suggest the most suitable Custom Plan for you. You can choose the plan that fits your needs and budget. 
4. Sign up for the Custom Plan: After you choose the right Custom Plan, the Sales Manager will help you sign up for the plan. You will need to provide your billing information and other necessary details. 
5. Enjoy the additional benefits: Once you have signed up for the Custom Plan, you can enjoy the additional benefits it provides, such as coaching reports, cohort analysis, and custom integrations. The Custom Plan also provides you with multiple access levels for users, so you can share reports and data with your team as needed.

In summary, switching from the Basic Plan to a Custom Plan for SalesLens SaaS project customers is a straightforward process. All you need to do is contact a Sales Manager, discuss your requirements, choose the right plan, sign up, and enjoy the additional benefits.