Plan2Close Overview

Plan2Close enhances Salesforce with native opportunity management and close plans. Sales strategies are strengthened using tools created by SalesMethods.

Use Cases

Customers recommend Forecasting, Opportunity Management, Deal Management, as the business use cases that they have been most satisfied with while using Plan2Close.

Other use cases:

  • Promotion Management
  • Discount Management
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Business Priorities

Scale Best Practices and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Plan2Close.

Other priorities:

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Plan2Close Use-Cases and Business Priorities: Customer Satisfaction Data

Comprehensive Insights on Plan2Close Use Cases

What solutions does Plan2Close provide for Forecasting?

Case Studies

Management Consulting

CASE STUDY Afiniti

Afiniti is a business change consultancy that needed better ways to manage account relationships and growth. They worked with SalesMethods to use Plan2Prosper and OrgChartPlus. These tools helped the...m organize account planning and visualize relationships. The team could track actions and build trust with clients. As a result, Afiniti grew one account from 1 project to over 10 live projects.

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Telecommunications

CASE STUDY BT Global Services

BT Global Services wanted to improve sales to meet the challenge of digital transformation. They used SalesMethods’ OrgChartPlus to help their sales teams build better customer relationships and mana...ge accounts. The tool let them organize contacts, target stakeholders, and make custom org charts in Salesforce. BT also set up training and support to help their teams use the tool well. As a result, they saw more account penetration and a bigger share of their customers’ spending.

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Plan2Close Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

3.52/5 ★

Read Reviews (4)
Custom Reports

3.31/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Analytics

3.52/5 ★

Read Reviews (4)
Custom Reports

3.31/5 ★

Read Reviews (3)

Software Failure Risk Guidance

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for Plan2Close

Top Failure Risks for Plan2Close

SalesMethods Ltd. Profile

Company Name

SalesMethods Ltd.

Company Website

https://salesmethods.com/

HQ Location

London

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