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.
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 ★ |
"...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 ★ |
"...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 ★ |
"...Deal Scorecards automate you opportunity qualification process based on any sales methodology...." Peer review |
| PEER EXPERIENCES | |
|---|---|
| Playbook Creation |
4.78/5 ★ |
"...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 ★ |
"...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 ★ |
"...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 |
|---|---|
|
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. |
| 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. |
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 | Read Reviews (13) |
| Data Export | Read Reviews (7) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (13) |
| Data Export | Read Reviews (7) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (19) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (19) |
| Email Support | Read Reviews (1) |
| Chat Support | Read Reviews (1) |
| Phone Support | Read Reviews (1) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | Read Reviews (3) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Custom Reports | Read Reviews (24) |
| Analytics | 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
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