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Description

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Description

Enhance the speed of skill development, boost overall productivity, and achieve a significant return on investment by providing your team with timely and relevant training. This approach offers business-centric content that aligns precisely with your sales practices, ensuring that newcomers acquire the most useful information right from the start. By incorporating scenario-driven exercises, sales representatives can engage in realistic simulations, reinforcing their training effectively. Instant access to essential knowledge allows new team members to find the necessary answers and resources on demand, facilitating a smoother onboarding process. All practices, policies, and tools are consolidated in a single, easy-to-navigate platform, ensuring standardization and simplicity for users. Immediate updates regarding processes, policies, and tools keep your team well-informed and operationally efficient. With a focus on ongoing, scenario-based training opportunities, skills are consistently refined and retained over time. Additionally, continuous access to relevant resources ensures that team members maintain their skills and stay actively engaged with their training. This comprehensive approach not only supports individual development but also fosters a culture of learning within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Auth0 No 
BambooHR No 
Box No 
GitHub No 
Google Cloud Platform No 
Google Drive No 
HiBob No 
JumpCloud No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft SharePoint No 
Okta No 
OneLogin No 
Personio No 
Ping Identity No 
SAP Cloud Platform No 
Sage Accounting No 
Slack No 

Integrations

Salesforce Yes 
Auth0 Yes 
BambooHR Yes 
Box Yes 
GitHub Yes 
Google Cloud Platform Yes 
Google Drive Yes 
HiBob Yes 
JumpCloud Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft SharePoint Yes 
Okta Yes 
OneLogin Yes 
Personio Yes 
Ping Identity Yes 
SAP Cloud Platform Yes 
Sage Accounting Yes 
Slack Yes 

Pricing Details

$10 per user per month
ClosePlan $39/month - Rel. Maps Scorecards and Playbooks $18 per user per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ClosePlan

Founded

2017

Country

Czech Republic

Website

www.closeplanapp.com

Vendor Details

Company Name

Hive Learning

Founded

2013

Country

United Kingdom

Website

hivelearning.com/solutions/sales-enablement/

Product Features

Account Planning

Account Segmentation No 
Account Tracker No 
Annual Account Plan No 
Communication Matrix No 
Competitor Stacking No 
Dashboard No 
Performance Metrics No 
Relationship Mapping No 
Trend Monitoring No 
White Space Analysis No 

Customer Journey Mapping Tools

Action Management Yes 
Attribution Modeling Yes 
Behavioral Analytics Yes 
Collaboration Yes 
Customer Profiles Yes 
Data Import / Export Yes 
Predictive Analytics No 
Surveys & Feedback No 
Templates Yes 

Sales Enablement

Collaboration Yes 
Contact Management Yes 
Content Management No 
Document Management No 
Goals / Quota Management Yes 
Lead Management No 
Meeting Management No 
Performance Management Yes 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management Yes 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard Yes 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation Yes 
Modeling & Simulation No 
Performance Metrics Yes 
Sales Trend Analysis Yes 
Statistical Analysis No 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics No 
Quota Management No 
Reporting / Analytics No 
Sales Coaching Analysis No 
Sales Gamification No 
Sales Performance Tracking No 
Sales Planning & Forecasting No 
Territory Management No 

Sales Training

Analytics / Reporting No 
Assessment Management No 
Built-in Course Authoring No 
Certification Management No 
Customizable Branding No 
Gamification No 
Learning Management No 
Microlearning No 
Onboarding No 
Practice Tools No 
Progress Tracking No 
Video Assessments No 

Product Features

Learning Experience Platforms

Built-in Course Authoring No 
Content Sharing No 
Employee Portal No 
Gamification No 
Microlearning No 
Mobile Learning No 
Multi-User Collaboration No 
Recommendations No 
Reporting/Analytics No 
Self-Service Content Curation No 
Social Learning No 
Third Party Course Library No 

Learning Management Systems (LMS)

Academic / Education No 
Asynchronous Learning No 
Blended Learning No 
Built-In Course Authoring No 
Corporate / Business No 
Customizable No 
Gamification No 
Learner Portal No 
Mobile Learning No 
Open Source No 
SCORM Compliance No 
Synchronous Learning No 
Video Conferencing No 
eCommerce No 
eLearning Companies No 

Sales Enablement

Collaboration No 
Contact Management No 
Content Management No 
Document Management No 
Goals / Quota Management No 
Lead Management No 
Meeting Management No 
Performance Management No 
Presentation Management No 
Proposal Management No 
Territory Management No 
Training Management No 

Sales Training

Analytics / Reporting No 
Assessment Management No 
Built-in Course Authoring No 
Certification Management No 
Customizable Branding No 
Gamification No 
Learning Management No 
Microlearning No 
Onboarding No 
Practice Tools No 
Progress Tracking No 
Video Assessments No 

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