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

Peer review evidence (same sources as the product rating summary)

"...Form accurate and true risk analysis to support resource planning, prioritisation, and forecasting...." Accelerate opportunity development
"...Embed your opportunity management process into Salesforce to become more efficient, effective and increase win rates...." Accelerate opportunity development
"...Supercharge sales with dynamic deal management. ..." Accelerate opportunity development

Plan2Close Customer wins, Customer success stories, Case studies

Why is Plan2Close the best choice for Forecasting?

BT Global Services - Telecommunications - telecommunications

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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Afiniti - Management Consulting - management consulting

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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Afiniti - Management Consulting - management consulting

OrgChartPlus and Plan2Prosper helped Afiniti improve account development and relationship management. Afiniti used these tools to create clear, structured account plans and visual org charts. The tea...m gained better visibility and collaboration on accounts. One account grew from a single project to over 10 live projects. The tools made it easier to track actions and build trust with clients.

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BT Global Services - Telecommunications - telecommunications

OrgChartPlus helped BT Global Services transform their sales process. The tool made it easier to build customer relationship plans and hold better sales conversations. BT used OrgChartPlus to increas...e account penetration and grow their share of customer spend. The software integrated with Salesforce and supported custom account planning needs. Teams found the tool intuitive and valuable for sales management. BT saw improved collaboration and more effective sales behavior.

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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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