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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 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

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

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 Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Not Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Addoptify
Founded: 2015
Denmark
addoptify.com

Company Information

ClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com

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Categories

CRM Supported

Categories

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

Integrations

Salesforce Not Supported
Sugar Sell Supported

Integrations

Salesforce Supported
Sugar Sell Not Supported
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