Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
MYOB
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Salesforce
Yes
Square Invoices
No
Xero
No
Integrations
MYOB
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Salesforce
No
Square Invoices
Yes
Xero
Yes
Pricing Details
$10 per user per month
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Trial
Yes
Free Version
No
Pricing Details
$25 per user per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
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
No
Account Tracker
No
Annual Account Plan
No
Communication Matrix
No
Competitor Stacking
No
Dashboard
No
Performance Metrics
No
Relationship Mapping
No
Trend Monitoring
No
White Space Analysis
No
Customer Journey Mapping Tools
Action Management
Yes
Attribution Modeling
Yes
Behavioral Analytics
Yes
Collaboration
Yes
Customer Profiles
Yes
Data Import / Export
Yes
Predictive Analytics
No
Surveys & Feedback
No
Templates
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
No
Goals / Quota Management
Yes
Lead Management
No
Meeting Management
No
Performance Management
Yes
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
Yes
Sales Forecasting
Competitor Analysis
No
Correlation Analysis
No
Dashboard
Yes
Dynamic Modeling
No
Exception Reporting
No
Graphical Data Presentation
Yes
Modeling & Simulation
No
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
No
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
No
Sales Coaching Analysis
No
Sales Gamification
No
Sales Performance Tracking
No
Sales Planning & Forecasting
No
Territory Management
No
Sales Training
Analytics / Reporting
No
Assessment Management
No
Built-in Course Authoring
No
Certification Management
No
Customizable Branding
No
Gamification
No
Learning Management
No
Microlearning
No
Onboarding
No
Practice Tools
No
Progress Tracking
No
Video Assessments
No
Product Features
Sales Enablement
Collaboration
No
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
No
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
No
Territory Management
No
Training Management
No