Average Ratings 0 Ratings
Average Ratings 11 Ratings
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
TigerLRM is a CRM with built-in Sales Enablement. We include tools for Content Management, Training & Coaching, and more, plus our mobile app.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Microsoft Outlook
No
PayPal
No
QuickBooks Online
No
RingCentral RingCX
No
Salesforce
Yes
Stripe
No
Stripe Connect
No
Twilio
No
WhatsApp
No
Zoom
No
Integrations
Microsoft Outlook
Yes
PayPal
Yes
QuickBooks Online
Yes
RingCentral RingCX
Yes
Salesforce
No
Stripe
Yes
Stripe Connect
Yes
Twilio
Yes
WhatsApp
Yes
Zoom
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
Free
Free for up to 10 users and then only $10 per month per additional user.
Free Trial
No
Free Version
Yes
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
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
TigerLRM
Founded
2022
Country
United States
Website
tigerlrm.com
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
CRM
Calendar/Reminder System
No
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
Yes
Territory Management
No
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
Yes
Lead Nurturing
A/B Testing
No
Campaign Management
Yes
Drip Campaigns
Yes
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
Yes
Sales Content Management
Audio / Video Recording
No
Audio File Management
No
Branded Sales Content
Yes
Centralized Sales Content Repository
No
Collaboration Tools
No
Content Recommendations
No
Email Management
Yes
Engagement Analytics
Yes
Interaction Tracking
Yes
Personalization
No
Sales Partner Management
No
Sales Training / Onboarding
Yes
Video File Management
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
Yes
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
Yes
Presentation Management
No
Proposal Management
Yes
Territory Management
No
Training Management
Yes
Sales Engagement
CRM Integration
Yes
Call Scripts / Call Steps
Yes
Email Sequences
Yes
Email Tracking / Automation
Yes
Lead Management
Yes
Reporting / Analytics
Yes
Sales / Voice Dialer
Yes
Sales Automation
Yes
Search
Yes
Task Management
Yes
Templates
Yes
Workflow Management
Yes
Sales Performance Management
Incentive Compensation Management (ICM)
No
Predictive Sales Analytics
No
Quota Management
No
Reporting / Analytics
Yes
Sales Coaching Analysis
Yes
Sales Gamification
No
Sales Performance Tracking
Yes
Sales Planning & Forecasting
No
Territory Management
No