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ClosePlan Review

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Very good

Revainrating 4 out of 5  
Rating 
4.0
Sales, Customer Revenue Optimization

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Description of ClosePlan

ClosePlan is a revenue optimization application built natively in Salesforce. ClosePlan helps sales teams to execute their path to close with Relationship Maps, Deal Scorecards and Sales Playbooks. Relationship Maps allow you to create org charts using your existing Salesforce contacts. Deal Scorecards automate you opportunity qualification process based on any sales methodology. Sales Playbooks guide your team through your sales process and methodology.

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Type of review

Revainrating 4 out of 5

The most useful tool I have found so far

The most useful tool I have found so far as it allows me do create custom reports that are not available by default within my account page! Sometimes when you want access some of your data from an external database or another system (like Google Sheets) using this platform can be quite tricky because there isn't any direct integration between them; however they're working hard at solving these problems for us now. Also having more than one person managing accounts makes life easier since we…

Pros
  • Very intuitive
  • User friendly interface no complications with navigation, layout is easy to understand.
  • Great customer service support which answers questions very quickly if ever needed
  • Easy way how users get accustomed into its usage once used before :)
Cons
  • Nothing really comes in mind