Closeplan has the flexibility to work with whatever sales methodology framework you choose. Once our sales team starting using the tool our forecast calls were cut in half, and sales leadership had clear paths to success, as well as visibility in to areas where the rep needed to focus.

Renee B.

Sales Operations, Vectra Networks

Great companies use Scorecards to ensure Deals are qualified.


Create a Common Qualification Language Across Sales Teams


Opportunity Qualification Scorecards Based on Any Sales Methodology

  • Qualify more effectively, providing a common qualification language across your entire team, in Salesforce.
  • ClosePlan support any sales qualification methodology – MEDDIC, MEDDPIC, Miller Heiman, BANT, Value Selling or YOUR OWN!
  • Identify opportunity blind-spots early. Drive meaningful next actions.
  • Say goodbye to offline spreadsheets.

Seamlessly Integrate Your Qualification Methodology into Salesforce.


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.


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

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