CUSPERA

Closeplan Relationship Maps

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(66 Reviews)

Closeplan Relationship Maps | Align Salesforce with Your Sales Strategy

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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.

Closeplan Relationship Maps
is used by peers for

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

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Vendor Profile Details

Company Name ClosePlan
HQ Location
Employees 2-10
Social
Financials Private