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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

Track sales activity and enter CRM data effortlessly, with the Zero Keyboard platform & mobile apps for Salesforce. Take a picture of a card and our scanner app accurately reads contact details and company information. It maps them to the correct fields in Salesforce Contacts and Leads, even when you’re offline. You can check the business card data before uploading and add any custom or required fields which were not on the business card. You can even add a memo by typing or using our Speech-to-Text voice recognition. The data is securely sent through our native Salesforce integration. No internet connection? No problem! The app queues the data for uploading the next time you are connected to the internet.

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

Organizations that need an advanced Sales Enablement solution

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

$10 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

ClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com

Company Information

Zero Keyboard
Founded: 2013
Finland
zerokeyboard.com

Alternatives

Alternatives

Upland Altify

Upland Altify

Upland Software
CT Mobile

CT Mobile

Customertimes
Strategy Mapper

Strategy Mapper

Point N Time
Prolifiq

Prolifiq

Prolifiq.ai

Categories

Categories

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

Customer Journey Mapping Tools Features

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

Sales Forecasting Features

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

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

Integrations

Salesforce

Integrations

Salesforce
Claim ClosePlan and update features and information
Claim ClosePlan and update features and information
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Claim Zero Keyboard and update features and information