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What is PointForward?

Enhance your sales training by providing easy access to engaging and flexible resources, enabling teams to quickly find the latest materials that improve their sales conversations. Encourage your representatives to refine their skills through practical video practice sessions that simulate real-world scenarios. Provide sales managers with a clear framework and strategies that allow them to coach their teams both efficiently and effectively. Identify effective practices that help navigate actual customer interactions successfully, ensuring representatives feel prepared. Boost knowledge retention with video-based product demonstrations, improving how product information is shared with your salesforce. Align your sales messaging with the various stages of the buyer's journey, particularly emphasizing the mastery of both the awareness and education phases of the sales cycle. The simplified structure helps streamline the process of delivering coaching feedback, while video annotation tools play a vital role when in-depth feedback is required. Set competency benchmarks to monitor progress and encourage ongoing development, ultimately cultivating a more skilled and confident sales team. This all-encompassing strategy not only supports individual advancement but also nurtures a culture of excellence throughout the sales organization, ultimately benefiting the entire company's performance. By fostering collaboration and continuous learning, you can create an environment where sales professionals thrive and achieve their goals.

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

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

PointForward

Company Website

www.pointforwardsoftware.com

Company Facts

Organization Name

ClosePlan

Date Founded

2017

Company Location

Czech Republic

Company Website

www.closeplanapp.com

Categories and Features

Sales Training

Not specified

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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