Audience
Sales teams that use Salesforce
About ClosePlan
Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.
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Pricing
Starting Price:
$10 per user per month
Pricing Details:
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
ClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
ClosePlan Frequently Asked Questions
ClosePlan Product Features
Customer Journey Mapping Tools
Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Templates
Predictive Analytics
Surveys & Feedback
Sales Enablement
Collaboration
Contact Management
Goals / Quota Management
Performance Management
Training Management
Content Management
Document Management
Lead Management
Meeting Management
Presentation Management
Proposal Management
Territory Management
Sales Forecasting
Dashboard
Graphical Data Presentation
Performance Metrics
Sales Trend Analysis
Competitor Analysis
Correlation Analysis
Dynamic Modeling
Exception Reporting
Modeling & Simulation
Statistical Analysis