Closeplan Deal Scorecards Overview

Closeplan Deal Scorecards create a common language across teams with actionable qualification scorecards that adapt to any methodology. Sales can qualify opportunities simply and intuitively.

Closeplan Deal Scorecards provides sales leadership quick visibility into opportunity health to align conversations and forecasts. Customize scorecards to fit the organization's process. With qualification scorecards that adapt to any sales methodology, sales can now quickly qualify opportunities, identifying blind-spots, and driving meaningful next actions.

ClosePlan Deal Scorecard helps sales qualify more effectively, providing a common qualification language across the entire team. Visualize blind spots with out of the box reports and dashboards.

Cuspera Reviews

11 buyers and buying teams have used Cuspera to assess how well Closeplan Deal Scorecards solved their Sales Coaching needs. Cuspera uses 28 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Coaching needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Renee B

Sales Operations

Vectra Networks

Closeplan has the flexibility to work with whatever sales methodology framework you choose. Once our sales team starting using the tool our forecast calls were cut in half, and sales leadership had clear paths to success, as well as visibility in to areas where the rep needed to focus. Testimonial By Renee B

Joerg Koenig

Senior Director, Global Telecommunication Vertical

TIBCO Software

ClosePlan makes it easy to build org charts in Salesforce. Working for a large enterprise software company, this tool is a must-have. Testimonial By Joerg Koenig
CUSTOMERS TESTIMONIALS

Renee B

Sales Operations

Vectra Networks

Closeplan has the flexibility to work with whatever sales methodology framework you choose. Once our sales team starting using the tool our forecast calls were cut in half, and sales leadership had clear paths to success, as well as visibility in to areas where the rep needed to focus. Testimonial By Renee B

Joerg Koenig

Senior Director, Global Telecommunication Vertical

TIBCO Software

ClosePlan makes it easy to build org charts in Salesforce. Working for a large enterprise software company, this tool is a must-have. Testimonial By Joerg Koenig

Based on peer insights

Cuspera recommends Closeplan Deal Scorecards for

Use Cases Lead Qualification , Forecasting , Account Management
Medium Phone Calls
Industries Computer & Network Security, Computer Software, Information Technology And Services

Popular Business Setting

for Closeplan Deal Scorecards

Top Industries

  • Computer & Network Security
  • Computer Software
  • Information Technology and Services

Popular in

  • Small Business
  • Enterprise

IT and Other Capabilities

for Closeplan Deal Scorecards

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.52/5

Read Reviews (3)
Data Export

3.05/5

Read Reviews (1)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.52/5

Read Reviews (3)
Data Export

3.05/5

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.74/5

Read Reviews (3)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

3.74/5

Read Reviews (3)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.95/5

Read Reviews (6)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.95/5

Read Reviews (6)

Software Failure Risk Guidance

?

for Closeplan Deal Scorecards

Top Failure Risks for Closeplan Deal Scorecards

Vendor Profile Details

Company Name

ClosePlan

Company Website

https://closeplanapp.com/

HQ Location

Employees

2-10

Financials

Private