Great companies use ClosePlan to shorten sales cycles, improve forecast accuracy and grow revenue.

Highest Rated Customer Revenue Optimization Software by G2 Crowd

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Optimize Your Opportunity-to-Close Process

ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution.

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Relationship Map

Build org charts natively in Salesforce with easy-to-use drag and drop functionality.

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Deal Scorecard

Create opportunity qualification scorecards based on any sales qualification methodology.

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Sales Playbook

Create repeatable best-practice Sales Playbooks for different business lines.

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RELATIONSHIP MAPS

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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DEAL SCORECARD

Reinforce your qualification methodology. No more qualification spreadsheets or offline data silo’s.

ClosePlan supports any sales methodology.

  • MEDDIC
  • MEPDPIC
  • BANT
  • Miller Heiman
  • Value Selling
  • or your own
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SALES PLAYBOOK

ClosePlan Sales Playbooks help Reps follow the steps required to keep the opportunity progressing.

Playbooks help Managers reinforce best-practice sales processes unique to their company. Playbooks keep deals on track, so end of quarter surprises are avoided.

  • Build your own best-practice sales playbooks in ClosePlan that align with your sales strategy
  • Build playbooks for different business lines – Enterprise Sales, Commercial Sales, Renewals, Services, etc.
  • Reduce end of quarter surprises and increase win rates with consistent repeatable sales processes
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NATIVE IN SALESFORCE

Save time and effort. ClosePlan works where you and your sales teams work —in Salesforce.

  • Support for Salesforce Classic and Lightning
  • Deploys within the Salesforce Opportunity page
  • Supercharge Salesforce Sales Cloud
  • ClosePlan helps sales organizations execute on the things that matter — all within Salesforce
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INSTALL AND SET UP

Built with flexibility and ease-of-use in mind, ClosePlan is a Salesforce approved application.

ClosePlan installs on your Salesforce instance in minutes, and gets your teams up and running with the tools they need to win.

Install ClosePlan directly from the AppExchange or contact us for a customized ClosePlan demo.