What is ClosePlan

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 Scorecard qualification, sales Playbooks and Account Planning for a best practice sales process. ClosePlan organizes and reinforces any sales methodology and minimizes rep overhead while maximizing deal and account visibility.

Modules

Relationship Maps

  • 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.

Deal Scorecard

  • Create a common language across your team with actionable qualification scorecards that adapt to any methodology.
  • 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, CustomerCentric Selling, BANT, Triangle Selling, etc.
  • Organize different business lines, sales regions, and industries with Multiple Deal Scorecards.
  • Create and track critical actions and tasks directly from Deal Scorecards.
  • Visualize blind spots with out-of-the-box reports and dashboards.

Sales Playbook

  • 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

  • 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.