Audience
Sales teams that use Salesforce
About ClosePlan
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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Pricing
Starting Price:
$10 per user per month
Pricing Details:
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Trial:
Free Trial available.
Integrations
Company Information
ClosePlan
Founded: 2017
Czech Republic
www.closeplanapp.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
In Person
Support
Phone Support
ClosePlan Frequently Asked Questions
ClosePlan Product Features
Customer Journey Mapping Tools
Action Management
Supported
Attribution Modeling
Supported
Behavioral Analytics
Supported
Collaboration
Supported
Customer Profiles
Supported
Data Import / Export
Supported
Templates
Supported
Predictive Analytics
Not Supported
Surveys & Feedback
Not Supported
Sales Enablement
Collaboration
Supported
Contact Management
Supported
Goals / Quota Management
Supported
Performance Management
Supported
Training Management
Supported
Content Management
Not Supported
Document Management
Not Supported
Lead Management
Not Supported
Meeting Management
Not Supported
Presentation Management
Not Supported
Proposal Management
Not Supported
Territory Management
Not Supported
Sales Forecasting
Dashboard
Supported
Graphical Data Presentation
Supported
Performance Metrics
Supported
Sales Trend Analysis
Supported
Competitor Analysis
Not Supported
Correlation Analysis
Not Supported
Dynamic Modeling
Not Supported
Exception Reporting
Not Supported
Modeling & Simulation
Not Supported
Statistical Analysis
Not Supported
