ClosePlan Description
Align Salesforce with your Sales Strategy. ClosePlan integrates Salesforce with your Sales Strategy, Sales Process, and Sales Methodology. ClosePlan allows sales to focus on the important things - rigorous opportunity qualification and customer relationship alignment, as well as execution of sales processes. With drag-and-drop functionality, Salesforce makes it easy to create org charts. You can create opportunity qualification scorecards using any sales qualification methodology. Create repeatable best-practice sales playbooks for different business lines. With Salesforce's drag-and-drop tools, you can create relationship maps, org maps, account maps, and influence maps. Visualize prospects and customers to build relationships with those who matter. Get a 100% native Salesforce application in the AppExchange. Keep your Salesforce data safe. This is great for account planning, deal reviews, QBR's, and 1-to-1 coaching sessions.