Do Business Plan Pro and Marketing Plan Pro Work Together?
Do Business Plan Pro and Marketing Plan Pro Work Together?

Question:
Hello,

I have not bought the product yet.

We are also concurrently developing a marketing plan. Do your two products interface with each other, or are they strictly stand-alone?

Thank you for your consideration.

Answer:
Marketing Plan Pro and Business Plan Pro have some of the same topics and some of the same spreadsheet structures, and a built-in facility to easily transfer information between one and another, both ways.

We create both a business plan and marketing plan at Palo Alto Software, and our expense forecast in the marketing plan is copied into the sales and marketing expenses area of the business plan, with a copy and paste from a single view in one to a single view in the other. Our sales forecast is also identical, also with a copy and paste. And our categories for mission, objectives, and several market analysis are the same.

Tim Berry