Optimise Your Opportunity-to-Close Process

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

 

Relationship Map

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

Deal Scorecard

Create opportunity qualification scorecard based any sales qualification methodology.

Sales Playbook

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

How Teams Use ClosePlan

Improved Opportunity Qualification

Operationalise any sales methodology at scale.

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Reduce Revenue Ramp Up Time

Get your sales reps generating revenue faster.

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Increase Forecast Accuracy

Identify pipeline risk and take action.

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Enable Fact-Based Deal Reviews

Focus on the facts. What has happened, what needs to happen.

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Runs on Salesforce, the world’s #1 CRM.

Deploy Closeplan directly in the Salesforce opportunity page - Classic or Lightning. With ClosePlan the most critical parts of your sales funnel, the close, can be managed all in one place.