Great Companies Use ClosePlan To Sell Better
“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.
Managing Director, ClozeLoop
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.
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
With ClosePlan Relationship Maps, Reps can create relationship maps natively in Salesforce with easy-to-use drag and drop tools.
Maps help Sales visualize the buyer’s organization so they can build relationships with the right people and visualize the path to close.
Leverage your existing Salesforce accounts records - No external integration required.
Maps are centrally owned and managed in your Salesforce.
Maps are great for deal reviews, QBR’s and 1 : 1 coaching sessions.
Opportunity qualification is a process. ClosePlan Deal Scorecards makes that process easy for Sales Reps.
Scorecards help Sales Managers create a common qualification language across their entire Sales team.
Scorecards help Reps quickly qualify opportunities in a simple and intuitive way.
Give your Reps and Managers insight into opportunity health to help align conversations and forecasts
Align ClosePlan Deal Scorecards with any sales methodology - MEDDIC, BANT, Triangle Selling, Customer Centric Selling, etc.
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