Relationship Maps. Account Maps. Native in Salesforce.
Create org charts using your Salesforce contacts.
Great Companies Use ClosePlan Relationship Maps To Sell Better
ClosePlan makes it easy to build org charts in Salesforce. Working for a large enterprise software company, this tool is a must-have.
Joerg Koenig
Senior Director, Global Telecommunication Vertical, TIBCO Software
Relationship Maps in Salesforce. Where they belong.
Create org charts quickly and easily utilizing your existing Salesforce contacts. Make the most of your Salesforce data and accelerate the sales cycle. Close bigger and close faster with relationship mapping.
Create beautiful Org Charts In Salesforce with Drag-and-Drop functionality.
- Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions
- Leverage Salesforce contact records
- Visualize the organizational and political structure
- Leverage Relationship Maps to drive strategic selling and reduce sales rep overhead
Create Maps in Salesforce
Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Reduce Sales Rep overhead.
Use Salesforce Contacts
Use your existing Salesforce contact records. Visualise and measure relationship alignment. Close deals faster.
Reuse Existing Maps
Reuse maps from accounts or opportunities. Relationship assets can be used by your entire company.
Define Political Structure – Influence Lines, Conflict Lines and Dotted Lines
- Visualize the customer’s organizational and political structure.
- Drag and drop relationship lines to understand the organizational and political structure.
- Add influence lines between key stakeholders and optimize your alignment.
- Add conflict lines to identify and mitigate blockers and non-supporters
Stakeholder Profiles. View Key Relationship Attributes.
- View and update important stakeholder details directly on the map.
- Add notes related to conversations, strategies and pertinent stakeholder information.
- Assign relationship coverage and define who in your organization is responsible for the relationship.
Map on the Opportunity & Account Level and reuse Maps.
- Quickly access and reuse existing Maps
- Leverage submaps – Legal, Procurement, Security
- Close better deals easier
- Maps make customer hand-offs simple
NATIVE IN SALESFORCE
Save time and effort. ClosePlan works where you and your sales teams work —in Salesforce.