ClosePlan Relationship Maps

Overview

ClosePlan Relationship Maps

Quickly and easily create relationship maps natively in Salesforce with easy to use drag-and-drop functionality. Identify the people that matter and visualize the buyer’s organization so sales can build relationships with the right people to increase win rates.

* Assign business role and decision-making status for each stakeholder
* Understand stakeholder coverage by quantifying the relationship status
* Add influence lines, conflict lines and informal reporting lines to better understand the
organizational power structure
* Provide additional details for each stakeholder’s background and goals to add context to your
conversations
* Create Relationship Maps on Account and Opportunity levels
* Export Relationship Map to .PNG to share in a meeting or presentation

With ClosePlan Relationship Maps, you can build org charts natively in Salesforce with easy to use drag and drop functionality.

By leveraging Salesforce contact records, you can effectively identify the key stakeholders within the buyer’s organization so you can focus on building relationships with the people that matter.

Relationship Maps help you visualize the customer's organizational and political structure. Showing decision-makers and influencers. How they are connected. And their support for your solution. Maps help you involve everyone in the buyers organization so you can align your solution to their needs.

ClosePlan Relationship Maps provide the visibility required to focus on the right people and relationships, so you can close deals more effectively.

ClosePlan is a sales execution platform that helps enterprise B2B sales teams drive qualified opportunities to close. Built natively in Salesforce, ClosePlan tools enable rigorous qualification, relationship mapping and playbooks for a best practice sales process to operationalize and reinforce any sales methodology. ClosePlan minimizes rep overhead while maximizing deal visibility.

Key Features

  • Assign business role and decision-making status for each stakeholder
  • Understand stakeholder coverage by quantifying the relationship status
  • Add influence lines, conflict lines and informal reporting lines to better understand the organizational power structure
  • Provide additional details for each stakeholder’s background and goals to add context to your conversations
  • Create Relationship Maps on Account and Opportunity levels
  • Export Relationship Map to .PNG to share in a meeting or presentation

Specifications

Pricing

Starting from:
$18/Month/User
Pricing model:
Free Trial:
Not Available

Screenshots

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