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What is Relatas?

Relatas is the cutting-edge platform driven by artificial intelligence that elite sales teams trust for optimizing Sales Execution, Account Management, and precise Forecasting. Spanning over 300 cities globally and collaborating with more than 1,000 companies, Relatas processes more than 10 million interactions daily. We are convinced that every organization should adopt a Sales AI platform to improve their workflows and performance. Our range of offerings is designed to meet diverse requirements; whether you need a CXO dashboard, AI-generated actionable insights, enhanced forecasting accuracy, increased productivity for sales agents, account-based selling methodologies, or streamlined sales execution through AI, Relatas can meet your needs. Enhance your sales team's effectiveness with our groundbreaking no-data-entry Sales AI platform, and contact us today for a tailored quote. By implementing Relatas, you may experience a remarkable 30% boost in your pipeline, capturing those overlooked opportunities that often go unnoticed. Discover how Relatas can revolutionize your sales approach and empower your team to reach new heights of achievement, ensuring you stay ahead in the competitive market landscape.

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

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

Relatas

Company Location

United States

Company Website

relatas.com

Company Facts

Organization Name

ClosePlan

Date Founded

2017

Company Location

Czech Republic

Company Website

www.closeplanapp.com

Categories and Features

Sales

Not specified

Sales Forecasting

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

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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