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Average Ratings 8 Ratings

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ease
features
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support

Description

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Description

Salesforce Marketing Cloud Account Engagement, previously known as Pardot, stands out as the preferred solution for enhancing B2B marketing automation, eliminating the necessity for intricate IT or development support. This platform is tailored to empower users in generating high-quality leads and ensuring a steady flow of opportunities, ultimately enhancing profitability. Its comprehensive interface is packed with features such as Analytics, ROI Tracking, Campaign Segmentation, Channel Management, Drip Campaigns, Landing Pages, Web Forms, Lead Management, Nurturing and Scoring, Multivariate Testing, Search and Social Marketing, as well as Website Visitor Tracking. By employing this tool, businesses can forge enduring relationships with customers through scalable and personalized outreach while fostering alignment with sales and customer service teams. Users can create dynamic, customized emails and landing pages with mere clicks instead of coding, streamlining the process significantly. Additionally, sales representatives gain complete transparency into prospect engagement, facilitating an effortless transfer of leads to maximize conversion rates.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Salesforce
BDOW!
BOSCO
Blackthorn Events
Boomi
Cisco Webex
Cloud Elements
Dundas BI
Evidence
FeedOtter
Gmail
Guideflow
LeadDoubler
QFlow.ai
Rivery
VBrick
WordPress
Xplenty

Integrations

Salesforce
BDOW!
BOSCO
Blackthorn Events
Boomi
Cisco Webex
Cloud Elements
Dundas BI
Evidence
FeedOtter
Gmail
Guideflow
LeadDoubler
QFlow.ai
Rivery
VBrick
WordPress
Xplenty

Pricing Details

$10 per user per month
Free Trial
Free Version

Pricing Details

$1000.00/month/user
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

ClosePlan

Founded

2017

Country

Czech Republic

Website

www.closeplanapp.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/marketing/b2b-automation/

Product Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Customer Journey Mapping Tools

Action Management
Attribution Modeling
Behavioral Analytics
Collaboration
Customer Profiles
Data Import / Export
Predictive Analytics
Surveys & Feedback
Templates

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Forecasting

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Training

Analytics / Reporting
Assessment Management
Built-in Course Authoring
Certification Management
Customizable Branding
Gamification
Learning Management
Microlearning
Onboarding
Practice Tools
Progress Tracking
Video Assessments

Product Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Landing Page

A/B Testing
Analytics
Drag & Drop
Form Creation
Real Time Editing
Responsive
SEO Management
Templates

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

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