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What is ClosePlan?

Enhance your sales strategy by integrating it seamlessly with Salesforce through ClosePlan, which combines your sales techniques, processes, and methodologies directly within the platform. ClosePlan equips sales teams to prioritize essential activities such as comprehensive opportunity assessments, ensuring alignment with customer relationships, and executing the sales process effectively. With its intuitive drag-and-drop features, you can easily create organizational charts and customize opportunity qualification scorecards to fit any sales qualification model. This tool also enables the creation of standardized Sales Playbooks for different business units, along with the ability to design relationship maps, organizational charts, account maps, and influence maps within Salesforce. This visual representation helps you connect with key stakeholders among your customers and prospects, fostering vital relationships. The application is fully integrated into Salesforce and can be conveniently accessed through the AppExchange, making it perfect for account planning, deal evaluations, quarterly business reviews, and personalized coaching sessions. By leveraging your Salesforce contact records, you ensure that all relevant data remains centralized within the platform, which not only boosts collaboration but also streamlines efficiency across your sales initiatives. Additionally, this integration empowers sales teams to adapt quickly to changing circumstances and maintain a competitive edge in their markets.

What is Addoptify?

Efficiently manages all operations involving staff, systems, and clients to enhance the experience for both customers and employees utilizing CRM tools. Our strategy provides exceptional plug-in solutions that support the integration, adoption, and optimization of your CRM initiatives! These optimal plug-ins aim to refine and enhance internal workflows, eliminate barriers among teams, and effectively prioritize tasks across the entire sales cycle. Notable improvements to the customer journey plug-in can be divided into two main categories: enhancing the user experience and expanding the template control and automation available to system administrators. To showcase the innovative features that enhance automation while significantly reducing the need for user interactions, a new template has been developed for addressing urgent customer concerns. Furthermore, the upgraded one-click feature enhances the previous one-click functionality, allowing for greater customization in any task or activity during the creation of templates. This capability enables organizations to more effectively customize their responses to urgent customer requests, ultimately boosting engagement and satisfaction levels, while also fostering a culture of continuous improvement within the team.

Media

Media

Integrations Supported

Salesforce
Sugar Sell

Integrations Supported

Salesforce
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ClosePlan

Date Founded

2017

Company Location

Czech Republic

Company Website

www.closeplanapp.com

Company Facts

Organization Name

Addoptify

Date Founded

2015

Company Location

Denmark

Company Website

addoptify.com

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

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