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Description
Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.
Description
Elvance offers advanced tools for managing opportunities and provides profound insights that enhance forecasting accuracy, return on investment, and teamwork. Fully integrated with Salesforce, Elvance utilizes AI-driven scorecards to identify key elements that boost win rates, speed up revenue generation, and elevate the customer experience during the sales process.
To fully harness your potential, it's essential to align your sales efforts more closely with your clients. As a tool that is entirely native to Salesforce, Elvance allows for a more profound understanding of your current data and fosters better collaborative efforts. Engaging with customers outside of your Ideal Customer Profile can incur unnecessary costs. Concentrate your team's focus on the opportunities that truly make an impact. Recognizing value is the first step towards achieving it. Enhance the initial phases of your customers' journeys by monitoring their objectives. Create tailored templates to gather critical data points that affect your opportunities. Additionally, observe patterns throughout the sales process and utilize AI to gain more in-depth insights into your opportunities. By doing so, you can make more informed decisions that lead to greater success.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Calendly
Clari
Gong
Google Meet
Jira
Microsoft Teams
Zoom
Zoom AI Companion
Integrations
Salesforce
Calendly
Clari
Gong
Google Meet
Jira
Microsoft Teams
Zoom
Zoom AI Companion
Pricing Details
$10 per user per month
Free Trial
Free Version
Pricing Details
$13
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ClosePlan
Founded
2017
Country
Czech Republic
Website
www.closeplanapp.com
Vendor Details
Company Name
Elvance
Founded
2022
Country
United Kingdom
Website
elvance.io
Product Features
Account Planning
Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis
Customer Journey Mapping Tools
Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates
Sales Enablement
Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management
Sales Training
Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments