ClosePlan Relationship Maps

Org chart solution for enterprise B2B sales teams

5 /5 (2 reviews) Write a Review!

ClosePlan Relationship Maps Overview

What is ClosePlan Relationship Maps?

ClosePlan Relationship Maps is an org chart solution that allows sales teams to create relationship maps natively in Salesforce with the drag and drop functionality. Businesses can utilize Salesforce contacts and data to streamline the sales cycle and convert leads.

With ClosePlan Relationship Maps, users can build relationship hierarchies to visualize contact, determine political structures, and organize sales strategies. Managers can assign roles and decision-making status to each stakeholder as well as add influence lines, conflict lines, and informal reporting lines to visualize the organizational power structure.

ClosePlan Relationship Maps allow users to review important stakeholder information, add notes to conversations, and assign responsibility for each relationship. Sales teams can access the org charts directly in Salesforce and reuse existing maps and submaps to streamline the entire sales process.

ClosePlan Relationship Maps Overview

Pricing

Starting from
US$10,00/month

Pricing options

Free Trial
Subscription
Value for money

ClosePlan Relationship Maps is available as a standalone solution or as part of the ClosePlan suite.

ClosePlan Relationship Maps: $10/user/month, billed annually.

ClosePlan Suite: $39/user/month, billed annually.


ClosePlan Relationship Maps Features

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

Media

ClosePlan Relationship Maps org chart
ClosePlan Relationship Maps stakeholder details
ClosePlan Relationship Maps contact management
ClosePlan Relationship Maps relationship tracking
ClosePlan Relationship Maps video ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps org chart ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps stakeholder details ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps contact management ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps relationship tracking

ClosePlan Relationship Maps Reviews

ClosePlan Relationship Maps Reviews

Overall rating
5
/
5
Excellent
2

Very good
0

Average
0

Poor
0

Terrible
0

Value for Money
4,5
Features
4,5
Ease of Use
5
Customer Support
4,5
100% recommended this app
Dan T.

Great product

Simple to start up and easy to scale as we add more users


Verified Reviewer

Can recommend it!


Dan T.
Industry: E-Learning
Company size: 11-50 Employees

Great product

Used Daily for 1+ year
Reviewed on 2019/04/29
Review Source: Capterra

Simple to start up and easy to scale as we add more users

Pros

Simple to use, great integration with Salesforce

Cons

not much really, generally a very good experience

Response from The Sales Productivity Company

Thanks for the feedback. We have tried to create a seamless Salesforce user experience!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Telecommunications
Company size: 1 001-5 000 Employees

Can recommend it!

Used Weekly for 1-5 months
Reviewed on 2019/05/04
Review Source: Capterra

Pros

Great tool.
Easy to use. Makes it easy to build customer maps in Salesforce. The tool is helpful in customer alignment. Working for a large enterprise software company, this tool is a must-have.

I can definitely recommend.

Cons

Not much to say here. Really nothing. Very useful. The relationships map I like most.

Response from The Sales Productivity Company

Thanks for the great feedback. Ease of use is one of our biggest goals-good to hear that is one of the things you find valuable about our application. We hope our tool results in many large deals!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
10/10
Based on 2 user ratings
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ClosePlan Relationship Maps Pricing

ClosePlan Relationship Maps Pricing

Starting from
US$10,00/month
Free Trial
Subscription
Value for money

ClosePlan Relationship Maps is available as a standalone solution or as part of the ClosePlan suite.

ClosePlan Relationship Maps: $10/user/month, billed annually.

ClosePlan Suite: $39/user/month, billed annually.

ClosePlan Relationship Maps is available as a standalone solution or as part of the ClosePlan suite.

ClosePlan Relationship Maps: $10/user/month, billed annually.

ClosePlan Suite: $39/user/month, billed annually.

Value for Money
4,5/5
Based on 2 user ratings
Compare value for money rating with alternatives
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ClosePlan Relationship Maps Features

ClosePlan Relationship Maps Features

API
Activity Dashboard
Activity Tracking
Applicant Tracking
Automatic Notifications
Customizable Branding
Customizable Reporting
Data Import/Export
Employee Database
Employee Management
Employee Onboarding
Employee Portal
Employee Self Service
Performance Management
Real Time Reporting
Recruitment Management
Reminders
Reporting & Statistics
Self Service Portal
Third Party Integration
Features
4,5/5
Based on 2 user ratings
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Categories

Additional information for ClosePlan Relationship Maps

Additional information for ClosePlan Relationship Maps

Key features of ClosePlan Relationship Maps

  • Data Import/Export

ClosePlan Relationship Maps FAQs

ClosePlan Relationship Maps FAQs

Below are some frequently asked questions for ClosePlan Relationship Maps.

Q. What type of pricing plans does ClosePlan Relationship Maps offer?

ClosePlan Relationship Maps offers the following pricing plans:

Starting from: US$10,00/month

Pricing model: Subscription

Free Trial: Not Available

ClosePlan Relationship Maps is available as a standalone solution or as part of the ClosePlan suite. ClosePlan Relationship Maps: $10/user/month, billed annually. ClosePlan Suite: $39/user/month, billed annually.

Q. What are the main features of ClosePlan Relationship Maps?

ClosePlan Relationship Maps offers the following features:

  • Data Import/Export

Q. Who are the typical users of ClosePlan Relationship Maps?

ClosePlan Relationship Maps has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does ClosePlan Relationship Maps support?

ClosePlan Relationship Maps supports the following languages:

English

Q. What type of pricing plans does ClosePlan Relationship Maps offer?

ClosePlan Relationship Maps has the following pricing plans:

Subscription

Q. Does ClosePlan Relationship Maps support mobile devices?

We do not have any information about what devices ClosePlan Relationship Maps supports

Q. What other apps does ClosePlan Relationship Maps integrate with?

ClosePlan Relationship Maps integrates with the following applications:

Salesforce Sales Cloud

Q. What level of support does ClosePlan Relationship Maps offer?

ClosePlan Relationship Maps offers the following support options:

Phone Support, Online Support, FAQs