ClosePlan Overview

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.

Cuspera Reviews

14 buyers and buying teams have used Cuspera to assess how well ClosePlan solved their Revenue Management needs. Cuspera uses 152 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 Revenue Management needs.

Business Priorities

Scale Best Practices and Enhance Customer Relationships are the most popular business priorities peers achieved using ClosePlan.

Other priorities:

  • Acquire Customers
  • Improve Consistency
  • Increase Sales & Revenue
See all business priorities See less business priorities

Use Cases

Peers recommend Playbook Creation , Forecasting , Lead Qualification , as the business use cases that they have been most satisfied while using ClosePlan.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Playbook Creation

4.78/5

Read Reviews (14)

"...The combination of the Playbook, Scorecard, and Relationship Map is provides a comprehensive picture...." Peer review by Brian M, SVP Global Sales
Forecasting with Phone Calls

4.52/5

Read Reviews (13)

"...From a sales leader perspective it helps with opportunity qualification & forecast accuracy...." Peer review by Brian M, SVP Global Sales
Lead Qualification

4.43/5

Read Reviews (5)

"...Deal Scorecards automate you opportunity qualification process based on any sales methodology...." Peer review
PEER EXPERIENCES
Playbook Creation

4.78/5

Read Reviews (14)

"...The combination of the Playbook, Scorecard, and Relationship Map is provides a comprehensive picture...." Peer review by Brian M, SVP Global Sales
Forecasting with Phone Calls

4.52/5

Read Reviews (13)

"...From a sales leader perspective it helps with opportunity qualification & forecast accuracy...." Peer review by Brian M, SVP Global Sales
Lead Qualification

4.43/5

Read Reviews (5)

"...Deal Scorecards automate you opportunity qualification process based on any sales methodology...." Peer review

15+ more Business Use Cases

Our AI advisor, Wyz, harnessed 152 insights from peers and experts to help you assess how these ClosePlan use cases fit your Revenue Management needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Erich G

SVP EMEA & APJ

TIBCO Software

Relationship Map, Sequence of Events based on our own sales process that is mapped to the respective Salesforce sales stages with gated exit criteria. It is obvious that the software was built by people who have an intimate understanding of their target audience. It is fair to say that we have impr...oved since the introduction of ClosePlan.

Testimonial By Erich G
CUSTOMERS TESTIMONIALS

Erich G

SVP EMEA & APJ

TIBCO Software

Relationship Map, Sequence of Events based on our own sales process that is mapped to the respective Salesforce sales stages with gated exit criteria. It is obvious that the software was built by people who have an intimate understanding of their target audience. It is fair to say that we have impr...oved since the introduction of ClosePlan.

Testimonial By Erich G

Popular Business Setting

for ClosePlan

Top Industries

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

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Peers used ClosePlan to Scale best practices and Enhance customer relationships

IT and Other Capabilities

for ClosePlan

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.48/5

Read Reviews (13)
Data Export

3.90/5

Read Reviews (7)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.48/5

Read Reviews (13)
Data Export

3.90/5

Read Reviews (7)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.25/5

Read Reviews (19)
Email Support

3.42/5

Read Reviews (1)
Chat Support

3.42/5

Read Reviews (1)
Phone Support

3.42/5

Read Reviews (1)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.25/5

Read Reviews (19)
Email Support

3.42/5

Read Reviews (1)
Chat Support

3.42/5

Read Reviews (1)
Phone Support

3.42/5

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.25/5

Read Reviews (24)
Analytics

4.09/5

Read Reviews (3)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.25/5

Read Reviews (24)
Analytics

4.09/5

Read Reviews (3)

Software Failure Risk Guidance

?

for ClosePlan

Top Failure Risks for ClosePlan

Vendor Profile Details

Company Name

ClosePlan

Company Website

https://closeplanapp.com/

HQ Location

Employees

2-10

Financials

Private