ClosePlan Relationship Maps

Org chart solution for enterprise B2B sales teams

About ClosePlan Relationship Maps

ClosePlan Relationship Maps is an org chart solution that allows sales teams to create relationship maps natively in Salesforce with the drag and drop functionality. Businesses can utilize Salesforce contacts and data to streamline the sales cycle and convert leads.

With ClosePlan Relationship Maps, users can build relationship hierarchies to visualize contact, determine political structures, and organize sales strategies. Managers can assign roles and decision-making status to each stakeholder as well as add influence lines, conflict lines, and informal reporting lines to visualize the organizational power structure.

ClosePlan Relationship Maps allow users to review important stakeholder information, add notes to conversations, and assign responsibility for each relationship. Sales teams can access the org charts directly in Salesforce and reuse existing maps and submaps to streamline the entire sales process.

Pricing starting from:

USD 10.00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Pricing starting from:

USD 10.00/month

  • Free Trial
  • Subscription

Images

ClosePlan Relationship Maps org chart
ClosePlan Relationship Maps stakeholder details
ClosePlan Relationship Maps contact management
ClosePlan Relationship Maps relationship tracking
View 5 more
ClosePlan Relationship Maps video
ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps org chart ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps stakeholder details ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps contact management ClosePlan Relationship Maps screenshot: ClosePlan Relationship Maps relationship tracking

Features

Total features of ClosePlan Relationship Maps: 17

  • Activity Tracking
  • Assignment Management
  • Charting
  • Collaboration Tools
  • Contact Management
  • Data Import/Export
  • Drag & Drop
  • Employee Photos
  • Historical Reporting
  • Interactive Elements
  • Opportunity Management
  • Publishing / Sharing
  • Reporting & Statistics
  • Role-Based Permissions
  • Search/Filter
  • Status Tracking
  • Third Party Integrations

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Reviews

Overall rating

5 /5
(2)
Value for Money
4.5/5
Features
4.5/5
Ease of Use
5/5
Customer Support
4.5/5

Already have ClosePlan Relationship Maps?

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Showing 5 reviews of 2
Dan T.
Overall rating
  • Industry: E-Learning
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product

Reviewed on 29/04/2019

Simple to start up and easy to scale as we add more users

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

Thanks for the feedback. We have tried to create a seamless Salesforce user experience!

Verified Reviewer
Overall rating
  • Industry: Telecommunications
  • Company size: 1,001-5,000 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Can recommend it!

Reviewed on 04/05/2019

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

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!

ClosePlan Relationship Maps FAQs

Below are some frequently asked questions for ClosePlan Relationship Maps.

ClosePlan Relationship Maps offers the following pricing plans:

  • Starting from: USD 10.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

ClosePlan Relationship Maps is available as a standalone solution or as part of the ClosePlan suite. ClosePlan Relationship Maps: $10/user/month, billed annually. ClosePlan Suite: $39/user/month, billed annually.

We do not have any information about ClosePlan Relationship Maps features

ClosePlan Relationship Maps has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001+

We do not have any information about what languages ClosePlan Relationship Maps supports

ClosePlan Relationship Maps supports the following devices:

iPad (Mobile)

ClosePlan Relationship Maps integrates with the following applications:

Salesforce Sales Cloud

ClosePlan Relationship Maps offers the following support options:

Email/Help Desk, FAQs/Forum, Phone Support

Related categories

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