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- 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
Account Planning
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- Create a common language across your team with fully customizable Account Plans.
- Develop Account strategies in a simple and intuitive way.
- Account Plans provide sales leadership quick visibility into Account health to align conversations and forecasts.
- Account Plans support any Account Management methodology and adapt easily to your organizational strategy.
- Account Plans help visualize different business lines, sales regions, and industries with the ability to deploy multiple Account Plans.
- Create and track critical actions and tasks directly from Account Plans.
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