ClosePlan Suite

The Sales Execution Platform for Enterprise B2B Sales Teams

5 /5 (1 review) Write a Review!

ClosePlan Suite Overview

What is ClosePlan Suite?

ClosePlan provides users with the tools to optimize and manage their opportunity-to-close process; including opportunity qualification, customer relationship alignment and sales execution processes. Users can create and build organizational charts, opportunity qualification scorecards and best-practice sales playbooks with Closeplan’s relationship map, deal scorecard and sales playbook tools. Sales teams utilize Closeplan to enhance opportunity qualification and operationalize any sales methodology at scale, plus increase forecast accuracy and identify pipeline risks. ClosePlan also supports fact-based deal reviews, allowing users to focus on what has happened, as well as what needs to happen.

Deal scorecards are designed to create a common language across sales teams by adapting to any qualification methodology (MEDDIC, BANT, customer centric selling, etc). Users can create multiple deal scorecards for different business lines, sales regions and industries. Deal Scorecards provides sales leadership quick visibility into an opportunity’s health to better align deal conversations and take corrective action.

Relationship Maps help you visualize the customer's organizational and political structure. Showing decision-makers and influencers. How they are connected. And their support for your solution. Maps help you involve everyone in the buyers organization so you can align your solution to their needs.
By leveraging Salesforce contact records, you can effectively identify the key stakeholders within the buyer’s organization so you can focus on building relationships with the people that matter. With ClosePlan Relationship Maps, you can build org charts natively in Salesforce with easy to use drag and drop functionality.

ClosePlan Sales Playbooks make it easy for your team to execute your sales strategy by guiding them through a best practice sequence of events based on your sales methodology.
By ensuring best-practices are being followed, key steps are not missed and end of quarter surprises are avoided. These playbooks help best practices permeate through your sales organisation, optimising the Opportunity-to-Close process.
Sales leaders can now build Sales Playbooks for different business lines. Ensuring consistent repeatable processes. And increasing forecast predictability.

ClosePlan Suite Overview

Pricing

Starting from
US$39,00/month

Pricing options

Free Trial
Subscription
Value for money

Contact CloseDeal for detailed pricing information.


ClosePlan Suite Features

Devices
Business size
S M L
Markets
United States, Canada, Mexico
Supported Languages
English

Media

Deal Scorecards provide sales teams with quick visibility into opportunity health to align conversations and forecasts
Supports any sales qualification methodology - MEDDIC, BANT, Triangle Selling, Value Prime, etc.
Highly configurable Deal Scorecards that align with your business and sales methodology
Drag-and-Drop Salesforce contact records to create maps, or create new Salesforce contacts directly on the map
Add stakeholder attributes for understanding, alignment and strategy
View and update important stakeholder detail directly on the map
Easily drag-and-drop relationship lines to understand the organizational and political structure within the buyers company
Ensure key sales events are executed to avoid late stage deal surprises
Include rich sales events to ensure everyone is on the same page and nothing is missed - description, goal, event type, due date, etc.
A mutual close plan you can share with your customer helps you visualize your path to close
ClosePlan Suite screenshot: Deal Scorecards provide sales teams with quick visibility into opportunity health to align conversations and forecasts ClosePlan Suite screenshot: Supports any sales qualification methodology - MEDDIC, BANT, Triangle Selling, Value Prime, etc. ClosePlan Suite screenshot: Highly configurable Deal Scorecards that align with your business and sales methodology ClosePlan Suite screenshot: Drag-and-Drop Salesforce contact records to create maps, or create new Salesforce contacts directly on the map ClosePlan Suite screenshot: Add stakeholder attributes for understanding, alignment and strategy ClosePlan Suite screenshot: View and update important stakeholder detail directly on the map ClosePlan Suite screenshot: Easily drag-and-drop relationship lines to understand the organizational and political structure within the buyers company ClosePlan Suite screenshot: Ensure key sales events are executed to avoid late stage deal surprises ClosePlan Suite screenshot: Include rich sales events to ensure everyone is on the same page and nothing is missed - description, goal, event type, due date, etc. ClosePlan Suite screenshot: A mutual close plan you can share with your customer helps you visualize your path to close

ClosePlan Suite Reviews

ClosePlan Suite Reviews

Overall rating
5
/
5
Excellent
1

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
5
Features
5
Ease of Use
5
Customer Support
0
100% recommended this app
Vladyslav P.

Improved our selling process

With ClosePlan, I get a great view of what I need to do to close the deal.


Vladyslav P.
Industry: Information Technology & Services
Company size: 11-50 Employees

Improved our selling process

Used Daily for 6-12 months
Reviewed on 2019/08/08
Review Source: Capterra

With ClosePlan, I get a great view of what I need to do to close the deal.

Pros

ClosePlan is a great salesforce app. Fast and easy install. Very easy to use with very little training. Very helpful in the enterprise selling process. Org chart builder and the deal scorecard are amazing. I can recommend.

Cons

Not much comes to mind. The app is stable and does what is claims to do.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

User recommendation
10/10
Based on 1 user ratings
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ClosePlan Suite Pricing

ClosePlan Suite Pricing

Starting from
US$39,00/month
Free Trial
Subscription
Value for money

Contact CloseDeal for detailed pricing information.

Contact CloseDeal for detailed pricing information.

Value for Money
5/5
Based on 1 user ratings
Compare value for money rating with alternatives
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ClosePlan Suite Features

ClosePlan Suite Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
CRM Integration
Collaboration Tools
Contact Database
Contact Management
Customizable Templates
Data Import/Export
Lead Capture
Lead Management
Real Time Data
Reporting & Statistics
Sales Analytics
Sales Reporting
Sales Tracking
Search Functionality
Third Party Integration
Workflow Management
Features
5/5
Based on 1 user ratings
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Categories

Additional information for ClosePlan Suite

Additional information for ClosePlan Suite

Key features of ClosePlan Suite

  • Quick Start and Sales Enablement Plans

Benefits

• 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.

ClosePlan Suite FAQs

ClosePlan Suite FAQs

Below are some frequently asked questions for ClosePlan Suite.

Q. What type of pricing plans does ClosePlan Suite offer?

ClosePlan Suite offers the following pricing plans:

Starting from: US$39,00/month

Pricing model: Subscription

Free Trial: Not Available

Contact CloseDeal for detailed pricing information.

Q. What are the main features of ClosePlan Suite?

ClosePlan Suite offers the following features:

  • Quick Start and Sales Enablement Plans

Q. Who are the typical users of ClosePlan Suite?

ClosePlan Suite has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does ClosePlan Suite support?

ClosePlan Suite supports the following languages:

English

Q. What type of pricing plans does ClosePlan Suite offer?

ClosePlan Suite has the following pricing plans:

Subscription

Q. Does ClosePlan Suite support mobile devices?

We do not have any information about what devices ClosePlan Suite supports

Q. What other apps does ClosePlan Suite integrate with?

ClosePlan Suite integrates with the following applications:

Salesforce Sales Cloud

Q. What level of support does ClosePlan Suite offer?

ClosePlan Suite offers the following support options:

Phone Support, Online Support, FAQs