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?
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.
Reviews - Customer Testimonials
Erich G
SVP EMEA & APJ
TIBCO Software
Erich G
SVP EMEA & APJ
TIBCO Software
Peer and Expert Opinions
for
ClosePlan
Goals
Scale best practices and Enhance customer relationships are the most popular goals peers achieved using ClosePlan .
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
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 youCompare Similar Software
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
Failure Risk Guidance Security Report ?
Overall Risk Meter
Top Failure Risks for ClosePlan
