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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.
Integrations Supported
Salesforce
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$10 per user per month
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
Sparklane
Company Location
France
Company Website
www.sparklane-group.com/fr/predict
Company Facts
Organization Name
ClosePlan
Date Founded
2017
Company Location
Czech Republic
Company Website
www.closeplanapp.com
Categories and Features
Account Based Marketing
Analytics
Campaign Personalization
Customer Segmentation
Engagement Monitoring
Lead Nurturing
Lead Scoring
Progress Tracking
Prospecting Tools
Target Account Identification
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