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 Scorecard
Reporting

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

  • Surface opportunity scorecards in Salesforce reports

  • Provide Sales leadership visibility into opportunity health to better align deal conversations and take corrective actions

  • 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 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