Based on Any Sales Methodology.
Operationalize your Opportunity Qualification Methodology – in Salesforce.
Great Companies Use ClosePlan Deal Scorecards
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.
Seamlessly Integrate Your Qualification Methodology into Salesforce.
Out of the Box Deal Scorecards
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.
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