Close Plans
Close Plans in Salesforce bring structure and methodology to every deal. They standardise how deals are worked and give leaders a clear view to coach and review. Comes with our own renowned sales methodology built in – or customise it to fit your own process.
This app follows best-practice methodology, or you can customise it to your own.
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Salesforce AgentExchange
Native to Salesforce – data never leaves your org
Built by salespeople, for salespeople
On the AgentExchange since 2010
Built for the way your team sells
A clear methodology, made easy
- Spend less time updating spreadsheets with your close plan inside your opportunity
- Get to a yes by knowing whose approval you need and planning how to win their support
- Hit your close date by agreeing next steps with your buyer and staying ahead of blockers
Run sharper deal reviews
- Get every rep following a consistent path to close, with your sales process built into Salesforce
- Run deal reviews and coaching around what’s holding up the deal and what the rep needs to do next
- Protect your commit by spotting missed milestones and outstanding approvals before deals slip
Improve forecast accuracy
- Make your sales methodology part of how deals are managed in Salesforce, with consistent close plans across the team
- Give forecasting a firmer basis with buyer commitments, outstanding approvals and progress against close dates
- Report on deal health and risk without chasing reps or piecing together spreadsheets
I’ve been a massive advocate for a long time now, using Plan2Close at various organisations. It provides real structure and methodology with a robust action plan as output.
Overall it allows a consistent discipline across all sales levels and, with ongoing coaching, provides a framework for all to embrace and evolve.
Get in touch
See how our tools can be customised to your sales process — book a personalised demo.