Optimize Your Opportunity-to-Close Process

ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution.

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Relationship Maps

Build org charts natively in Salesforce with easy-to-use drag and drop functionality.

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Deal Scorecard

Create opportunity qualification scorecards based on any sales qualification methodology.

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Sales Playbook

Create repeatable best-practice Sales Playbooks for different business lines.

Great companies use ClosePlan to shorten sales cycles, improve forecast accuracy and grow revenue.

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Relationship Maps

Create relationship maps, org charts, account maps and influence maps natively in Salesforce with easy-to-use drag and drop tools.

Visualize customers and prospects so you can build relationships with the the people that matter.

  • 100% Native Salesforce application available in the AppExchange.
  • Leverage your Salesforce contact records. Keep you data in Salesforce.
  • Great for Account Planning, Deal Reviews, QBRs and 1:1 coaching sessions.
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Deal Scorecard

Reinforce your qualification methodology. No more qualification spreadsheets or offline data silos.

ClosePlan supports any sales methodology.

  • MEDDIC
  • BANT
  • Miller Heiman
  • Value Selling
  • or your own
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Sales Playbook

ClosePlan Sales Playbooks help Reps follow the steps required to keep the opportunity progressing.

Playbooks help Managers reinforce best-practice sales processes unique to their company. Playbooks keep deals on track, so end of quarter surprises are avoided.

  • Build your own best-practice sales playbooks in ClosePlan that align with your sales strategy
  • Build playbooks for different business lines – Enterprise Sales, Commercial Sales, Renewals, Services, etc.
  • Reduce end of quarter surprises and increase win rates with consistent repeatable sales processes
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Native In Salesforce

Save time and effort. ClosePlan works where you and your sales teams work — in Salesforce.

  • Support for Salesforce Classic and Lightning
  • Deploys within the Salesforce Opportunity page
  • Supercharge Salesforce Sales Cloud
  • ClosePlan helps sales organizations execute on the things that matter — all within Salesforce

Highest Rated Customer Revenue Optimization Software by G2 Crowd

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