Customer Revenue Optimization

Customer Revenue Optimization across your sales teams, natively in Salesforce, with ClosePlan

What Is Customer Revenue Optimization?
Customer Revenue Optimization (CRO) is an emerging market recently identified by Aragon Research.

What is the core focus of Revenue Optimization?
CRO focusses on the operationalisation of best practice sales processes. CRO is seeking to eliminate inconsistencies within sales processes related to enterprise B2B selling. This is achieved via structured process, methodology and strategy.

Who benefits from Customer Revenue Optimization?

Sales Reps - CRO guides Sales Reps through the steps required to keep opportunities progressing from qualified . Steps are not missed.

Sales Managers - CRO helps Sales Managers reinforce best practice sales processes unique to their company.

Sales Operations - CRO helps Sales Operations align sales processes to sales strategy and enablement. Ensuring key items are in place so deals get revenues is recognized.

How can ClosePlan assist with Customer Revenue Optimization?
ClosePlan can help B2B sales organizations execute their Customer Revenue Optimization stategy. This helps them eliminate the inconsistency within their B2B sales processes. ClosePlan does this in 3 ways:

1. ClosePlan Relationship Maps visualize the key decision makers.

2. ClosePlan Sales Playbooks operationalize and reinforce the sales process.

3. ClosePlan Deal Scorecards ensures qualification and alignment is occurring within your sales qualification methodology.

Let us show you how we can help you improve your CRO strategies and initiatives.

Ask us for a live demo.


Customer Revenue Optimization is emerging market recently identified by Aragon Research. ClosePlan is not affiliated with or endorsed by the Aragon Research.

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