Related Products
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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.
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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.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Enterprises in search of a customer journey plugin solution to add, adopt and optimize their CRM
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Audience
Sales teams that use Salesforce
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$10 per user per month
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Company InformationAddoptify
Founded: 2015
Denmark
addoptify.com
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Company InformationClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Customer Journey Mapping Tools Features
Action Management
Supported
Attribution Modeling
Supported
Behavioral Analytics
Supported
Collaboration
Supported
Customer Profiles
Supported
Data Import / Export
Supported
Predictive Analytics
Not Supported
Surveys & Feedback
Not Supported
Templates
Supported
Sales Enablement Features
Collaboration
Supported
Contact Management
Supported
Content Management
Not Supported
Document Management
Not Supported
Goals / Quota Management
Supported
Lead Management
Not Supported
Meeting Management
Not Supported
Performance Management
Supported
Presentation Management
Not Supported
Proposal Management
Not Supported
Territory Management
Not Supported
Training Management
Supported
Sales Forecasting Features
Competitor Analysis
Not Supported
Correlation Analysis
Not Supported
Dashboard
Supported
Dynamic Modeling
Not Supported
Exception Reporting
Not Supported
Graphical Data Presentation
Supported
Modeling & Simulation
Not Supported
Performance Metrics
Supported
Sales Trend Analysis
Supported
Statistical Analysis
Not Supported
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