Related Products
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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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About
Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Sales teams that use Salesforce
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Audience
A workspace built for sales platform for anyone
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$10 per user per month
Free Version
Free Trial
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Pricing
$19 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com
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Company InformationScratchpad
Founded: 2019
United States
scratchpad.com
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Categories |
Categories |
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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
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