MEDDICC Opportunity Management | People.ai

Closeplan team provides excellent support

The team at Closeplan are very helpful for customers using their SF-native application. The Closeplan team ensure technical support is always available, they won't leave a customer hanging but go the extra mile to ensure smooth adoption and implementation. As a Salesforce user who also uses Closeplan, I can say they really give customers value and ensure their clients are able to optimize workflow and accelerate closing deals. Great support. Satisfied customer.

Excellent sales tool that you cannot live without!

ClosePlan is the sales enablement tool that was missing from the Salesforce ecosystem. With ClosePlan you get the entire 360 view of your deal from start to finish. It almost eliminates the need to micromanage you sales team and instead has them looking at the big picture. You start by mapping out the relationships who you are engaging with and then the tool takes you step-by-step through the sales process until you close. The tool takes a project management approach to sales management.

Fantastic

A comprehensive tool for better managing complex opportunities, with a great integration with Salesforce. The team also provide amazing support and are genuinely passionate about helping you.

Closing the Gap in Standard Functionality to Close Deals

Every once in a while someone creates an application that makes you wonder why it didn't exist before - where it is more of an extension of the core rather than something that feels like an "add-on." ClosePlan does just that for sales processes within Salesforce. ClosePlan is a suite of functionality that enhances the sales process flow within Salesforce, with added intelligence and analysis to make sure deals actually have a path to closure. There is a customizable scorecard to make sure reps are going after the right deals (why we were initially interested in the app), there is a relationship mapper which isn't a novel idea, but it is by far the best implementation of it in Salesforce, and there are "Sales Playbooks" which are really a series of activities to enforce/augment your company's sales processes, on top of regular sales stages. All these things combined enhance the productivity of Salesforce as an actual sales tool. And for sellers - from an adoption standpoint most of them will "get it" because the app was built in an intuitive enough way that it doesn't feel like an additional burden. As a Sales Leader/Sales Ops leader, I'd position for this to be part of any implementation, so that it becomes part of my standard processes. Long story short, it is well worth the functionality return.

Great Tool with an Amazing Support Team

ClosePlan is an amazing tool. We use it to streamline and standardize selling across our product base. With ClosePlan we are able to easily identify which opportunities we should be spending time on and which ones need to be removed from our pipeline. I would be remiss if I didn't mention the amazing support ClosePlan offers. We have a lot of one off requests and the support team always goes above and beyond in providing solutions.

Great tool!

Great tool, helps with B2B sales. Love the relationship map!

Excellent support and customer success management

Great and intuitive set of tools!! I want to highlight the excellent support and customer success management of this team. We feel that we have a large impact on the product road map. Feature requests are implemented fast and flexible. This team really helps us to impress the business.

How could i sell & close without this?

must have product and great team! using SF as an Account Exec since more than 12 years and this was definitely missing: - really easy to use - training is very quick - well integrated in SF - ideal for collaboration within Enterprise account team

Can recommend it!

Great tool. Easy to use. Makes it easy to build customer maps in Salesforce. The tool is helpful in customer alignment. Working for a large enterprise software company, this tool is a must-have. I can definitely recommend.

Really supportive and compitent team

The tools are great and easy to use. The team are really supportive in helping you get the most out of the tools to support how your teams sell.