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.
Reviews - Customer Testimonials
SVP EMEA & APJ
SVP EMEA & APJ
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.
Peer and Expert Opinions
It is the best suited for phone calls, channels.
Read Peer and Expert Experience for Business Use Cases
Forecasting With Phone calls
Rating and review management
Sales review & feedback
Sales document management
Popular Business Setting
- Computer Software
- Information Technology and Services
- Computer & Network Security
- Small Business
- Mid Market
IT and Other Capabilities
Top Failure Risks for ClosePlan
First 5 Reports are Free