ClosePlan is a sales execution platform that helps enterprise B2B sales teams drive qualified opportunities to close. Built natively in Salesforce, ClosePlan tools enable relationship mapping, rigorous qualification and playbooks for a best practice sales process. ClosePlan organizes and reinforces any sales methodology and minimizes rep overhead while maximizing deal visibility.
- Quickly and easily create relationship maps natively in Salesforce with easy to use drag-and-drop functionality. Identify the people that matter and visualize the buyer’s organization so sales can build relationships with the right people to increase win rates.
- Assign business roles and decision-making status for each stakeholder.
- Understand stakeholder coverage by quantifying the relationship status.
- Add influence lines, conflict lines and informal reporting lines to better understand the organizational power structure.
- Provide additional details for each stakeholder’s background and goals to add context to your conversations.
- Create Relationship Maps on Account and Opportunity levels.
- Export Relationship Map to .PNG to share in meetings and presentations.
- Create a common language across your team with actionable qualification scorecards that adapt to any methodology. Sales can qualify opportunities in a simple and intuitive way. Deal Scorecards provide sales leadership quick visibility into opportunity health to align conversations and forecasts.
- Scorecards support any sales qualification methodology - MEDDIC, Customer Centric Selling, BANT, Triangle Selling, etc.
- Multiple Deal Scorecards organize different business lines, sales regions, and industries.
- Create and track critical actions and task directly from Deal Scorecards.
- Visualize blind spots with out-of-the-box reports and dashboards.
- Enable sales process alignment at scale. ClosePlan Sales Playbooks make it easy for your team to execute your sales strategy by guiding your team through a best practice sequence of events based on your sales methodology. These playbooks help best practices permeate throughout your sales organization, optimizing the Opportunity-to-Close process.
- Create Custom Sales Playbooks for different business lines – Renewals, Global & Commercial Sales, Consulting Services, etc.
- Introduce repeatable processes and consistency to your sales teams, reduce end of quarter surprises and increase win rates.
- Support any sales methodology.
- Optimize the Opportunity-to-Close process.