ClosePlan Launches To Streamline Team Workflows And Transform Sales Cycle

Executives and Sales Leaders Buoyed By Innovative Platform That Provides Sales Efficiency and Transparency

ClosePlan, an innovative Sales Optimization Platform, launched with a tool designed specifically to streamline and support the efforts of sales teams while simultaneously presenting real-time updates on critical revenue streams throughout organizations. An app integration for Salesforce, ClosePlan is a comprehensive project management tool with precision Gantt plans, Kanban workflows, drag and drop visualizations, and deal scorecards charting opportunity health with a consistent taxonomy across the entire team.

Scott Johnson
Scott Johnson

“Enterprise Sales is changing. Over my 25-year sales career, I’ve watched the pressure to deliver revenue growth increase dramatically while amateur sales representatives are hired and given less training. Even more challenging is that buyers are better informed prior to engaging with vendors,” said CEO Scott Johnson. “To keep pace with the rigor of today’s business world, successful sales teams need to work optimally, collaboratively and with process efficiency. Simply put, ClosePlan is a new tool for teams to mitigate risks and close deals faster.”

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ClosePlan’s innovative platform solves two seemingly simple, yet critical challenges that ail most organizations by closing the communication gap between sales leaders and, the rest of the company while also supporting sales managers through their process. Real-time updates inform executives on the status of each sales opportunity while generating actionable insights to improve forecasting, drive behavior, and identify coachable moments. With a combination of both qualitative and quantitative data to score the health of every sales opportunity, managers also understand the likelihood of securing a deal in a single glance. Sales leaders can apply these insights to forecasting reports to further refine and inform their forward-looking revenue projections and also fine tune towards an optimal process.

ClosePlan brings sales teams three key elements that combine to drive sales deal momentum:

  • Sales Events: Sales leaders set a completely customized sequential series of events that ensure the best sales process across the organization. With a single click, reps can create an event-driven sales execution plan that syncs data bi-directionally with Salesforce.
  • Deal Scorecards: Continuously qualify and measure the health of each opportunity throughout the sales process to deliver insights and drive required deal activity. Scorecards are completely customizable and support any methodology.
  • Stakeholder Maps: Map contacts from Salesforce to visually connect the key stakeholders with easy-to-use drag-and-drop functionality. Inform your deal team with added depth to your contact data including support status, relationship health, and decision-making power.

Essentially, ClosePlan improves performance at the bottom of the sales funnel by reinforcing best-in-breed processes across an organization, enabling quick and consistent execution. ClosePlan highlights the series of critical events through which each sales opportunity should progress. Real-time updates make the entire process transparent throughout the organization. To further empower the reps, ClosePlan also includes easy-to-use project management tools including Kanban boards, Gantt charts, and visual reporting.

“Close plans are essential tools in the sales cycle because they involve the larger team and get everyone on the same page with a clearly defined process. I expect my teams to use them and I have seen them in every form imaginable – paper and pen, spreadsheets, docs. Automation and transparency is important so I am happy to see ClosePlan bring a powerful solution to the market,” said Chief Revenue Officer Gary Littlefair, a 30-year sales veteran who has held sales leadership roles at companies such as Sun Microsystems, BEA Systems, Oracle and Jive Software.

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