Your platform for sales excellence,
inside Salesforce

Build a visual org chart and relationship map for every account and opportunity inside Salesforce.

Improve your relationship intelligence and see who really makes decisions, track champions and blockers, and map stakeholder influence so you never get blindsided on a deal.

Account planning software for Salesforce. Find whitespace, set growth goals and align your team around the key stakeholders in every account.

It standardises how accounts are planned and gives leaders a clear view to coach and review, so you can grow and retain your key accounts.

We recommend combining this tool with relationship maps.

Close Plans inside Salesforce bring structure and methodology to every deal.

They standardise how your deals are worked and give leaders a clear view to coach and review. Comes with our own renowned sales methodology built in, or you can customise it to fit your own process.

Lives on the opportunity record.

Renewal management in Salesforce that protects and grows the revenue you’ve already won.

Give every renewal the same rigour as new business: see relationship health at a glance, act on at-risk accounts long before the deadline, and turn renewals into upsell and cross-sell.

The world renowned MEDDPICC® qualification framework built natively into Salesforce, with full Salesforce reporting and dashboards.

Score every opportunity, expose the gaps and report on qualification, all tied to the decision-makers on your org chart, so weak deals surface early.

It also works as a built-in MEDDPICC® guide, walking reps through each element so they can actually adopt the framework.