ClosePlan

Overview

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.

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
* Build relationships with the right people to increase win rates
* Build directly in Salesforce
* Create maps on Account and Opportunity levels

Deal Scorecard - Create a common language across your team with actionable qualification scorecards that adapt to any methodology.
* Visualize blind spots with out of the box reports and dashboards
* Provides sales leadership quick visibility into opportunity health to align conversations and
forecasts.
* Supports any sales qualification methodology
* Customize scorecard to fit your organization's process

Sales Playbooks - Make it easy for your team to execute your sales strategy by guiding them through a best practice sequence of events based on your sales methodology - optimising the Opportunity-to-Close process.
* Introduce repeatable processes and consistency to your sales teams
* Reduce end of quarter surprises and increase win rates
* Custom Sales Playbooks for different business lines
* Support any sales methodology

Key Features

  • Identify the people that matter and visualize the buyer’s organization
  • Build relationships with the right people to increase win rates
  • Build maps directly in Salesforce
  • Create maps on Account and Opportunity levels
  • Visualize blind spots with out of the box reports and dashboards
  • Provides sales leadership quick visibility into opportunity health to align conversations and forecasts
  • Supports any sales qualification methodology
  • Customize scorecard to fit your organization's process
  • Introduce repeatable processes and consistency to your sales teams
  • Reduce end of quarter surprises and increase win rates
  • Custom Sales Playbooks for different business lines
  • Support any sales methodology

Specifications

Pricing

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

Screenshots

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