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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.

About

Kickscale is a project management platform enriched with know-how from experts to help marketing & sales teams grow. Assign processes and tasks from your playbook to your team & manage the execution. Each process and task comes with know-how in different forms (text, video, audio). Never explain the same things over and over again. One place to plan all your trade shows. Save and use your processes over and over again. Assign tasks and hold others accountable. Store all event-related information in one place. Standardize your event processes. Share them with the team. Align marketing and sales on the same processes. Automatic time zone adjustment (so that you don't have to worry about it). Automatic room assignment (meeting room, demo stations, etc.) Create step-by-step guides for your team, access processes from our library, standardize processes, and share with others.

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

Sales teams that use Salesforce

Audience

Marketing and sales teams in search of a solution to grow their business and streamline their processes

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

$10 per user per month
Free Version
Free Trial

Pricing

No information available.
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

ClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com

Company Information

Kickscale
Austria
www.kickscale.com

Alternatives

Alternatives

Upland Altify

Upland Altify

Upland Software
Strategy Mapper

Strategy Mapper

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
Google Calendar

Integrations

Salesforce
Google Calendar
Claim ClosePlan and update features and information
Claim ClosePlan and update features and information
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Claim Kickscale and update features and information