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ease
features
design
support

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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

Loaded with features like real-time stock level tracking, sophisticated pricing options, extensive product galleries, historical sales data, and more, SalesIn B2B can be set up in just a few minutes, enabling your customers to place their own orders anytime, day or night. This platform is the perfect solution for managing your sales influx, regardless of its origin. You can easily compile Activity Notes pertaining to customer interactions, phone calls, and sales presentations, sharing them seamlessly with your team. Adjust what displays on your screen without needing a technical background, as SalesIn is designed to fit your specific operational procedures and business guidelines. This application is an excellent choice for any sales team, whether it's composed of a few members or many. With the convenience of using your iPad, iPhone, or iPod Touch, you can swiftly create sales orders and invoices while engaging directly with your clients. Sales representatives globally are transitioning to SalesIn, moving away from traditional methods like pen and paper, faxes, and phone calls for their on-the-go sales processing. Experience the efficiency of modern sales management with this innovative tool that keeps your business ahead of the competition.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

MYOB
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Square Invoices
Xero

Integrations

MYOB
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Square Invoices
Xero

Pricing Details

$10 per user per month
Free Trial
Free Version

Pricing Details

$25 per user per month
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

SalesIn

Founded

2011

Country

Australia

Website

www.salesin.com

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

Product Features

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

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