ClosePlan Information

ClosePlan is a sales execution platform that helps enterprise B2B sales teams drive qualified opportunities to close. Built natively in Salesforce, ClosePlan tools enable rigorous qualification, relationship mapping and playbooks for a best practice sales process to operationalize and reinforce any sales methodology. RELATIONSHIP MAPS - Quickly and easily create relationship maps natively in Salesforce with easy to use drag-and-drop functionality. Identify the people that matter and visualize the buyer’s organization so sales can build relationships with the right people to increase win rates. DEAL SCORECARDS - Create a common language across your team with actionable qualification scorecards that adapt to any methodology. Sales can qualify opportunities in a simple and intuitive way. Deal Scorecard provides sales leadership quick visibility into opportunity health to align conversations and forecasts. SALES PLAYBOOKS - Enable sales process alignment at scale. ClosePlan Sales Playbooks make it easy for your team to execute your sales strategy by guiding your team through a best practice sequence of events based on your sales methodology. These playbooks help best practices permeate throughout your sales organization, optimizing the Opportunity-to-Close process.