Reps follow the steps required to keep the opportunity progressing. Steps are not missed. And Reps can add events specific to their opportunity.
Managers reinforce best practice sales processes unique to their company. Playbooks keep deals on track so end of quarter surprises are avoided.
Sales Operations align Sales Playbooks to Salesforce Sales Stages, ensuring key items are in place so revenue is recognized.
Operationalize Best Practice Sales Processes in Salesforce
Optimize Sales Processes Using Sales Playbooks
Execute your sales strategy by guiding your team through your sales process and methodology with ClosePlan Playbooks. Define best practices for working through opportunities.
- Create functional Playbooks for Sales teams: Enterprise, renewals, services, transactional business and more
- Enable consistent sales process execution
- Keep Sales aligned with the sales processes unique to your company
Sales Playbooks are Sales Process, Methodology and Strategy combined
Great Companies Use ClosePlan Sales Playbooks
Every once in a while someone creates an application that makes you wonder why it didn’t exist. ClosePlan has done just that. ClosePlan enhances the sales process flow within Salesforce, with added intelligence and analysis to make sure deals actually have a path to close.
Salesforce MVP, Bluewolf, an IBM Company