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.
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.
Popular Business Setting
- Computer Software
- Information Technology and Services
- Computer & Network Security
- Small Business
- Mid Market
Peer Recommendations on business needs
Scale best practices, Improve consistency, Increase sales & revenue, are the most popular goals peers achieved using ClosePlan .
It is the best suited for phone calls, phone calls, channels.
ClosePlan does well for a wide range of processes. Peers recommend playbook creation, forecasting, lead qualification, as the business processes that they have been most satisfied while using ClosePlan .
Read Reviews of Business Process for ClosePlan
Top Failure Risks for ClosePlan
First 5 Reports are Free
IT and Other Capabilities