Great Companies Use ClosePlan Deal Scorecards

 Create a Common Qualification Language Across Sales Teams

Opportunity Qualification Scorecards.
Based on Any Sales Methodology

ClosePlan Deal Scorecards support any sales methodology. Operationalize your qualification methodology at scale.

• Supports any qualification methodology - MEDDIC, BANT, Value Selling, Triangle Selling, Customer Centric Selling, etc.

• Create multiple Deal Scorecards for different business lines, sales regions, and industries.

• Say goodbye to offline spreadsheets and docs.

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 Seamlessly Integrate Your Qualification Methodology into Salesforce.

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Out of the Box Deal Scorecards
Reporting

ClosePlan provides out of the box Scorecard dashboards. Or surface data in Salesforce reports to make revenue calls more efficient.

  • Surface opportunity scorecard in Salesforce reports.

  • Provides sales leadership visibility into an opportunity’s health to better align deal conversations and take corrective action.

  • Quickly identify risky deals and deliver a more accurate forecast.

  • Give your sales team a reason to keep their Salesforce scorecard accurate and up to date.

 ClosePlan Deal Scorecards ensure you focus on opportunities worth pursuing.

 
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Native in Salesforce

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

  • Support for Salesforce Classic and Lightning

  • Deploys within the Salesforce Opportunity page

  • Supercharge Salesforce Sales Cloud

  • ClosePlan helps sales organisations execute on the things that matter —all within Salesforce