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About

Visually manages any process involving people, systems and customers to ensure an optimized experience not just for customers but for the staff using CRM as well. We delivers best-practice plug-in solutions that help you add, adopt and optimize your CRM! Best practice plugin solutions that help you operationalise and enhance internal processes, eliminate silos across teams and to prioritise activities and tasks throughout the entire sales cycle. The major feature enhancements to the customer journey plugin fall into two major categories, enhancing the user experience and expanding template control and automation for administrators. To show off the new capabilities that increase automation and even further reduce the number of user “clicks” required, a new template for handling high priority customer problems is now available. Intelligent one-click enhances the existing one-click capabilities by allowing greater customizability of any task or activity when a template is created.

About

Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises in search of a customer journey plugin solution to add, adopt and optimize their CRM

Audience

Sales teams that use Salesforce

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$10 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Addoptify
Founded: 2015
Denmark
addoptify.com

Company Information

ClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com

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Strategy Mapper

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Point N Time
Prolifiq

Prolifiq

Prolifiq.ai

Categories

Categories

Customer Journey Mapping Tools Features

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Integrations

Salesforce
Sugar Sell

Integrations

Salesforce
Sugar Sell
Claim Addoptify and update features and information
Claim Addoptify and update features and information
Claim ClosePlan and update features and information
Claim ClosePlan and update features and information