ClosingPlan

Closing Plans are an integral part of complex sales and go by many names: Sequence of Events, Joint Execution Plans, Engagement Plans, Closing Checklists, etc. Unfortunately, no tools have been made for these important documents to easily integrate into the heart of the sales team, the CRM, until now. Without changing any workflow, ClosingPlan makes reps and managers more effective by syncing the Closing Plans you’re already creating with SalesForce to improve closing and auditing deals. CLOSING JUST GOT EASIER.