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features
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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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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 

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