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ClosePlan

4.57 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆
(229 Reviews, Testimonials & Expert Opinions)
(229 Reviews, Testimonials & Expert Opinions)

ClosePlan | combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce

Get Fit Assessment

About ClosePlan

ClosePlan is a purpose-built enterprise sales application for sales teams to help them close deals more efficiently.

It helps sales teams in opportunity qualification, customer relationship alignment and sales process execution.

It uses relationship maps to visualize the buyer’s organization and build relationships with the right people and visualize the path to close. It provides deal scorecards quickly qualify opportunities in a simple and intuitive way and provides insight into opportunity health to help align conversations and forecasts. Playbooks helps reps to follow the steps required to keep the opportunity progressing.

Evaluating ClosePlan for your Revenue Management need?

wyz, your personal AI advisor

Our AI advisor, Wyz, harnessed 229 insights from peers and experts who used ClosePlan to help you determine how well it fits your Revenue Management needs.

Peer and Expert Opinions
for ClosePlan

Goals

Scale best practices and Enhance customer relationships are the most popular goals peers achieved using ClosePlan .

Other goals:

  • Acquire customers
  • Improve consistency
  • Increase sales & revenue
See all goals See less goals

Channels

It is the best suited for phone calls, channels.

Processes

Peers recommend playbook creation, forecasting, lead qualification, as the business processes that they have been most satisfied while using ClosePlan .

Read Peer and Expert Experience for Business Use Cases

Playbook creation

Forecasting With Phone calls

Lead qualification

Collaboration

Coaching

Sales document management

Account management

See allless Activities

Popular Business Setting
for ClosePlan

Top Industries

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

Popular in

  • Small Business
  • Mid Market
  • Enterprise

Peers used ClosePlan to Scale best practices and Enhance customer relationships

Verify if it works for you

IT and Other Capabilities
for ClosePlan

  • Low
  • Medium
  • High

data

Data Import

Data Export

Support

24/7 Support

Email Support

Chat Support

Phone Support

Other

AI Powered

Custom Reports

Analytics

Failure Risk Guidance Security Report ?

Overall Risk Meter

Low Medium High

Top Failure Risks for ClosePlan

Vendor Profile Details

Company Name ClosePlan
HQ Location
Employees 2-10
Financials Private