Account Planning Software for Salesforce

Drive revenue across key accounts. Increase pipeline within existing Accounts. Operationalize your Account Planning strategy and methodology in Salesforce.

ACCOUNT SCORECARDS | WHITESPACE MAPS | ACCOUNT MAPS

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Meet the #1 rated Customer Revenue Optimization software for Salesforce users

Living Account Plans in Salesforce

Account Scorecards

Capture customer and prospect health and engagement with customizable, out of the box scorecards.

Whitespace Map

See where your products have been deployed and which business units are targets for your offerings.

Account Maps

Build Account Maps in Salesforce with easy-to-use drag and drop functionality.

Great companies use ClosePlan to increase visibility and collaboration in key sales account.

Account Scorecards

Capture customer or prospect health and engagement with customizable, out of the box scorecards.

  • Automatically capture summarized health and opportunity scores to guide coaching sessions
  • Build scorecards based on your methodology or GTM motion; customize with weighted scoring
  • Align GTM team members around engagement history and account health with embedded scorecards that live inside Salesforce

Whitespace Maps

See where products have been deployed and which business units are prospects for your offerings.

  • Easily assess where the most effective route to revenue lies within existing accounts
  • Customize and deploy maps to support the different GTM teams and workflows required to support accounts

Account Maps

Remove buyer blind spots with account maps that visualize engaged contacts across your accounts.

  • Visualize where contacts have significant power, the support role they play, and the influence they have across teams and departments
  • Ensure everyone from marketing to sales to services has visibility on the existing relationships across accounts

Salesforce Native

Keep sales teams where they’re already working with natively embedded scorecards, whitespace maps, and relationship maps.

  • Support for Salesforce Lightning
  • Deploys within Salesforce Account page

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