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Average Ratings 0 Ratings

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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

Overcast is a cloud integration service designed specifically for Salesforce, enabling seamless connections to applications like SAP, Oracle, Microsoft, and various other on-premise systems. By employing a mixed replication and real-time architecture, the Overcast Integration App transforms the integration landscape for Salesforce, offering a sophisticated and streamlined system that greatly minimizes complexity and associated risks. Instead of functioning merely as middleware, it serves as a comprehensive data access layer specifically tailored for on-premise data and processes. As a fully cloud-native solution, Overcast is developed as an application within the Salesforce ecosystem, available for installation directly from the Salesforce app store, with all user interfaces, database tables, and logs securely integrated within Salesforce. The software and infrastructure are professionally managed, updated, and maintained by the Overcast team, all for a competitive monthly subscription fee. This service ensures that all your Salesforce integration needs are met through a single, cohesive solution, allowing businesses to focus on their core operations without the hassle of managing complex integrations. Overall, Overcast represents a significant advancement in the way organizations integrate their data and processes with Salesforce.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
Microsoft 365
Oracle Cloud Infrastructure
SAP Cloud Platform
Tableau

Integrations

Salesforce
Microsoft 365
Oracle Cloud Infrastructure
SAP Cloud Platform
Tableau

Pricing Details

$10 per user per month
Free Trial
Free Version

Pricing Details

No price information available.
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

Vigience

Founded

2006

Country

Japan

Website

www.vigience.com/overcast-integration-app/

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

Integration

Dashboard
ETL - Extract / Transform / Load
Metadata Management
Multiple Data Sources
Web Services

iPaaS

AI / Machine Learning
Cloud Data Integration
Dashboard
Data Quality Control
Data Security
Drag & Drop
Embedded iPaaS
Integration Management
Pre-Built Connectors
White Label
Workflow Management

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