Mutual action plan software
built into your sales process
Fiit helps Sales and Customer Success teams align with buyers
through collaborative action plans shared in a digital workspace
and fully synced with Salesforce.
Better alignment = faster deals
and smoother onboarding
Fiit’s Solution
Fiit turns your action plans into interactive, trackable roadmaps shared with buyers inside a branded digital room
Challenges
Buyers don’t know what’s next
Reps manage steps in spreadsheets or email
No visibility, accountability, or standardization
Structure every deal or onboarding with clarity and speed
Pre-built mutual action plan templates
Assign tasks to buyers and internal teams
Track task completion, document views, deadlines
Sync everything to Salesforce fields and records
Share secure, branded workspaces with stakeholders
Trigger alerts and automations with Salesforce Flow
Benefits
For Buyers & Clients
Know exactly what’s next
Collaborate without email clutter
Share internally with one link
For Revenue Teams
Clear steps = faster sales cycles
Consistent execution across reps
Instant visibility into deal progress
Your mutual action plans
natively in Salesforce
Create from any Opportunity, Account, or Lead
Customize fields, templates, and task owners
Track activity inside the CRM without manual work
Start aligning faster with
mutual action plans
that actually get used
FAQ: Mutual Action Plan Software
inside Salesforce
What is a mutual action plan?
A mutual action plan (MAP) is a shared roadmap between a vendor and a buyer that outlines key steps, responsibilities, and milestones to complete a deal or onboarding process successfully.
Why are mutual action plans important in B2B sales?
They create alignment between buyers and sellers, reduce confusion, improve accountability, and help deals close faster by keeping everyone on the same page.
How does Fiit improve mutual action plans?
Fiit turns traditional checklists into interactive digital plans, fully synced with Salesforce. You can assign tasks, set deadlines, track buyer engagement, and share everything in a secure, branded workspace.
Can buyers access and contribute to the action plan?
Yes. Buyers can access shared workspaces, complete tasks, view documents, and collaborate without needing a login no more long email threads.
Is Fiit integrated with Salesforce?
Completely. You can launch a plan from any Opportunity, Account, or Lead. All updates sync automatically with Salesforce records, and you can trigger alerts or automations via Salesforce Flow.
