Sales Process and Methodology combined in Salesforce.
Operationalize Best Practice Sales Processes.
Reps follow the steps required to keep the opportunity progressing. Steps are not missed. And Reps can add events specific to their opportunity.
Managers reinforce best practice sales processes unique to their company. Playbooks keep deals on track so end of quarter surprises are avoided.
Sales Operations align Sales Playbooks to Salesforce Sales Stages, ensuring key items are in place so revenue is recognized.
Execute your sales strategy by guiding your team through your sales process and methodology with ClosePlan Playbooks. Define best practices for working through opportunities.
Every once in a while someone creates an application that makes you wonder why it didn’t exist. ClosePlan has done just that. ClosePlan enhances the sales process flow within Salesforce, with added intelligence and analysis to make sure deals actually have a path to close.
Salesforce MVP, Bluewolf, an IBM Company
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