Additional information for ClosePlan Suite
Key features of ClosePlan Suite
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- Accounts management
- Collaborative opportunity qualification
- Contact management
- Customer relationship alignment
- Deal qualification scorecards
- Drag & drop functionality
- Learning plans
- Map export to .PNG
- Multiple deal scorecards
- Opportunity-to-close process management
- Organizational charting
- Qualification methodology support
- Relationship maps
- Role assignment
- Sales enablement content
- Sales playbooks
- Sales process execution
- Salesforce integration
- Scorecard reporting
• ClosePlan tools are methodology agnostic, allowing users to implement any sales methodology (MEDDIC, BANT, Triangle Selling, Customer Centric Selling, etc.).
• ClosePlan tools are entirely integrated into Salesforce, meaning that users never have to switch platforms or use outside tools again
• Deal scorecards give users quick insight into an opportunity’s health, helping sales teams align conversations and forecasts, as well as qualify opportunities quickly and easily.
• ClosePlan tools integrate flawlessly with both Salesforce and all of ClosePlan's other offerings, Relationship Maps, Deal Scorecards and Sales Playbooks, to make up the ClosePlan Suite.
• With the ClosePlan Suite there is no longer a need to build scorecards, event templates, or even org charts outside of the Salesforce CRM.