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What is Optymyze?

Improve the efficiency of the salesforce by providing actionable insights into performance through mobile applications. Enhance trust and transparency within the salesforce by implementing clear communication strategies and well-structured governance processes. Streamline the creation of compensation plans for analysts by utilizing an advanced compensation model builder. Increase the effectiveness of sales commission management through improved procedures for dispute resolution and payment management. Drive higher quota attainment among the salesforce by offering practical performance insights that are readily accessible. Promote transparency and trust by openly communicating quotas and any adjustments within the salesforce framework. Simplify the process of establishing quotas for analysts with a state-of-the-art quota model builder that enhances usability. Expand the quota setting process's effectiveness by equipping analysts with a diverse array of quota analysis tools that facilitate informed decision-making. Ultimately, enhance the salesforce's overall execution by providing detailed map-based visualizations that present territory-level data in an easily digestible format. This approach will not only inform strategies but also promote a culture of accountability and performance within the salesforce team.

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.

Media

Media

Integrations Supported

Integrations Supported

Salesforce

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$10 per user per month
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Optymyze

Company Website

www.optymyze.com

Company Facts

Organization Name

ClosePlan

Date Founded

2017

Company Location

Czech Republic

Company Website

www.closeplanapp.com

Categories and Features

Channel Management

Incentive Management

Commission

Incentive Programs

Compensation Management

Incentive Programs

Sales Analytics

Not specified

Sales Compensation

Not specified

Sales Enablement

Territory Management

Sales Force Automation

Channel Management
Performance Metrics
Territory Management

Categories and Features

Account Planning

Not specified

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Templates

Lead Scoring

Not specified

Sales Enablement

Collaboration
Contact Management
Goals / Quota Management
Performance Management
Training Management

Sales Forecasting

Dashboard
Graphical Data Presentation
Performance Metrics
Sales Trend Analysis

Sales Training

Not specified

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