About Closeplan Relationship Maps
Closeplan Relationship Maps create Relationship Maps natively in Salesforce with easy to use drag and drop functionality. It identifies the people that matter and visualize the buyer’s organization to build relationships with the right people, and increase the win rate.
The ClosePlan Relationship Maps tool is designed to streamline sales initiatives, account planning, deal reviews, coaching sessions, plus more. Sales teams can use drag-and-drop features to create org charts with existing contact data in Salesforce. These charts can help teams visualize organizational and political structures for clients and stakeholders.
The ClosePlan Relationship Identifies Champions, Supporters, Budget Owners, Detractors, etc. To define political structures within org charts, users can add influence lines between key stakeholders and conflict lines to highlight blockers/non-supporters. Additional features include stakeholder profile editing, relationship coverage assignments/definitions, note-taking, and the ability to reuse existing maps for client hand-off purposes.
Reviews - Customer Testimonials
Ryan M
Vice President of Sales EMEA
MemSQL
Ryan M
Vice President of Sales EMEA
MemSQL
Andrew G
Salesforce MVP
Bluewolf, an IBM Company
Andrew G
Salesforce MVP
Bluewolf, an IBM Company
Popular Business Setting
for
Closeplan Relationship Maps
Top Industries
- Information Technology and Services
- Education
- Telecommunications
Popular in
- Small Business
- Enterprise
IT and Other Capabilities
for
Closeplan Relationship Maps
- Low
- Medium
- High
data
Data Import
Data Export
Support
24/7 Support
Email Support
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Other
Failure Risk Guidance Security Report ?
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Top Failure Risks for Closeplan Relationship Maps
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