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...


Read More

Supported Operating System(s):

Web browser (OS agnostic)

3 Reviews of ClosePlan Relationship Maps

Overall rating

5.00 / 5 stars

Filter reviews by:

Sort by: Most Helpful | Most Recent

Showing 1 - 3 of 3 results

Do you use this product?Write a review

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!