Sales strategy, processes and methodology all in one place
What do you like best?
- ClosePlan is a great tool allowing to combine sales strategy, processes and methodology all in one place, within Salesforce. It gives the possibility to measure sales success, optimize opportunity-to-close processes and drive qualified opportunities more effectively.
- Deal Scorecard providing clear guidelines and ability to follow MEDDICC sales methodology and qualify deals proactively.
- Sales Playbook events help to incorporate main required steps for sales reps to follow while progressing their opportunity, and allow to add relevant process docs, assets and material against each event. It is very customizable and gives a possibility to set the right criteria and guidelines.
- Relationship Maps allows users to create org charts and give visibility of the relevant contracts and their relationships using existing Salesforce contacts.
What do you dislike?
- Looking forward to additional features, like a possibility to export Deal Scorecard information to excel /pdf.
What problems are you solving with the product? What benefits have you realized?
- Sales process alignment with MEDDICC sales methodology
- Measure sales success
- Optimize opportunity-to-close processes
- Drive qualified opportunities
