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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
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