Closeplan Deal Scorecards Overview

This is a summary of the comprehensive capabilities and benefits of Closeplan Deal Scorecards based on over 28 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Closeplan Deal Scorecards, belong to a category of solutions that help Sales Coaching. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Closeplan Deal Scorecards is right for your needs? Our Cuspera AI engine can evaluate how Closeplan Deal Scorecards fits your specific business needs, industry, and context. Get your personalized assessment report today.

Closeplan Deal Scorecards supports business activities such as:

  • Lead Qualification
  • Forecasting
  • Account Management
  • Conversion Management

It can help manage these activities if you use Phone Calls for these needs.

Closeplan Deal Scorecards Computer & Network Security Vertical is its biggest customer base.

Reviews

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

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.

Use Cases

Peers recommend Lead Qualification , Forecasting , Account Management , as the business use cases that they have been most satisfied while using Closeplan Deal Scorecards.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Lead Qualification

4.15/5 ★

Read Reviews (3)

"...Opportunity Qualification Scorecards Based on Any Sales Methodology...." Opportunity Qualification for Salesforce
Forecasting with Phone Calls

4.14/5 ★

Read Reviews (3)

"...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...."
Account Management

3.42/5 ★

Read Reviews (1)

"...Enterprise B2B sales teams with complex sales cycles using Salesforce CRM...."
PEER EXPERIENCES
Lead Qualification

4.15/5 ★

Read Reviews (3)

"...Opportunity Qualification Scorecards Based on Any Sales Methodology...." Opportunity Qualification for Salesforce
Forecasting with Phone Calls

4.14/5 ★

Read Reviews (3)

"...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, Sales Operations, Vectra Networks
Account Management

3.42/5 ★

Read Reviews (1)

"...Enterprise B2B sales teams with complex sales cycles using Salesforce CRM...." Peer review from ClosePlan

Customer Testimonials

CUSTOMERS TESTIMONIALS

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

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
CUSTOMERS TESTIMONIALS

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

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

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