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ease
features
design
support

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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

CX and design teams collaborate to outline customer journeys, unifying insights and data for better understanding. TheyDo facilitates the alignment of business strategy, planning, and execution around these journeys. With the help of Journey AI, organizations can transform research findings into high-quality customer experiences. Achieve consensus among team members by establishing a defined journey hierarchy and a standardized taxonomy. Define your business objectives and demonstrate how addressing significant opportunities within these journeys can yield substantial results. Many companies contend with numerous journeys that collectively shape the customer experience, and Journey AI efficiently organizes them. By embedding journeys into the core of operations, businesses can maintain a consistent approach. In a landscape where everything seems critical, clarity becomes essential. TheyDo is instrumental in identifying key customer requirements, enabling teams to monitor their efforts and collaboratively enhance metrics such as NPS and CSAT. Integrate your entire organization using SSO, ensuring that every department can engage effectively with the customer journey framework. As you uncover previously hidden opportunities, we provide three straightforward plans to support your initiatives. This structured approach not only streamlines operations but also fosters a culture of shared understanding and collaboration across all levels of the organization.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Cloud BigQuery
Jira
Qualtrics XM for Customer Experience
Salesforce
Snowflake

Integrations

Google Cloud BigQuery
Jira
Qualtrics XM for Customer Experience
Salesforce
Snowflake

Pricing Details

$10 per user per month
Free Trial
Free Version

Pricing Details

$65 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ClosePlan

Founded

2017

Country

Czech Republic

Website

www.closeplanapp.com

Vendor Details

Company Name

TheyDo

Country

Netherlands

Website

www.theydo.com

Product 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

Product Features

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

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