ClosePlan Relationship Maps - create org charts in Salesforce
Supported Operating System(s):
Web browser (OS agnostic)About ClosePlan Relationship Maps
ClosePlan Relationship Maps is a tool built for creating relationship maps in Salesforce. With this solution, sales teams can use drag-and-drop features to create org charts with existing contact data in Salesforce. These charts can help teams visualize organizational and political structures for clients and stakeholders. The ClosePlan Relationship Maps tool is designed to streamline sales initiatives, account planning, deal reviews, coaching sessions, plus more.
To define political structures within org charts, users can add influence lines between key stakeholders and conflict lines to highlight blockers/non-supporters. Additional features include stakeholder profile editing, relationship coverage assignments/definitions, note-taking, and the abil...
3 Reviews of ClosePlan Relationship Maps
Overall rating
5.00 / 5 stars
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April 2019
Dan from AppsEvents
Verified Reviewer
Company Size: 11-50 employees
Industry: E-Learning
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
April 2019
Great product
Simple to start up and easy to scale as we add more users
Pros
Simple to use, great integration with Salesforce
Cons
not much really, generally a very good experience
Response from The Sales Productivity Company
Replied May 2019
Thanks for the feedback. We have tried to create a seamless Salesforce user experience!
August 2019
Vladyslav from Noltic
Verified Reviewer
Company Size: 11-50 employees
Industry: Information Technology and Services
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Functionality
5.0
August 2019
Improved our selling process
With ClosePlan, I get a great view of what I need to do to close the deal.
Pros
ClosePlan is a great salesforce app. Fast and easy install. Very easy to use with very little training. Very helpful in the enterprise selling process. Org chart builder and the deal scorecard are amazing. I can recommend.
Cons
Not much comes to mind. The app is stable and does what is claims to do.
May 2019
Anonymous
Verified Reviewer
Company Size: 1,001-5,000 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
May 2019
Can recommend it!
Pros
Great tool. Easy to use. Makes it easy to build customer maps in Salesforce. The tool is helpful in customer alignment. Working for a large enterprise software company, this tool is a must-have. I can definitely recommend.
Cons
Not much to say here. Really nothing. Very useful. The relationships map I like most.
Response from The Sales Productivity Company
Replied May 2019
Thanks for the great feedback. Ease of use is one of our biggest goals-good to hear that is one of the things you find valuable about our application. We hope our tool results in many large deals!