Align Salesforce with
your Sales Strategy
ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce.
RELATIONSHIP MAPS | DEAL SCORECARDS | SALES PLAYBOOKS
Relationship Map, Sequence of Events based on our own sales process that is mapped to the respective Salesforce sales stages with gated exit criteria. It is obvious that the software was built by people who have an intimate understanding of their target audience. It is fair to say that we have improved since the introduction of ClosePlan.
Erich G
SVP EMEA & APJ, TIBCO Software
Every once in a while someone creates an application that makes you wonder why it didn’t exist. ClosePlan has done just that. ClosePlan enhances the sales process flow within Salesforce, with added intelligence and analysis to make sure deals actually have a path to close.
Andrew G.
Salesforce MVP, Bluewolf, an IBM Company
Closeplan has the flexibility to work with whatever sales methodology framework you choose. Once our sales team starting using the tool our forecast calls were cut in half, and sales leadership had clear paths to success, as well as visibility in to areas where the rep needed to focus.
Renee B.
Sales Operations, Vectra Networks
ClosePlan is a great tool. It‘s easy to use and makes it easy to build relationship maps in Salesforce. The tool is helpful in visualizing customer alignment. Working for a large enterprise software company, this tool is a must-have. I can definitely recommend.
Ryan M
Vice President of Sales EMEA, MemSQL
ClosePlan provides a map for your reps as they apply (in our case) MEDDPICC to their sales opportunities while allowing me as the sales leader to be more effective in both coaching conversations as well as my forecasts. My forecast 1:1 calls have evolved from “storytime” to more fact- and data-based discussions.
Richard N
Vice President of Sales, ScyllaDB
ClosePlan takes the path to close out of the rep’s head and gets it into the Salesforce. Deal scorecards, relationship maps and close plans. As a result, reps, managers, and the prospect all win.
Cory Bray
Managing Director, ClozeLoop
Great companies use ClosePlan to shorten sales cycles, improve forecast accuracy and grow revenue.
Highest Rated Customer Revenue Optimization Software by G2 Crowd
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.
Relationship Map
Build org charts natively in Salesforce with easy-to-use drag and drop functionality.
Deal Scorecard
Create opportunity qualification scorecards based on any sales qualification methodology.
Sales Playbook
Create repeatable best-practice Sales Playbooks for different business lines.
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.
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
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
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
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.