I'm wondering if an app is not listed on the AppExchange but is available through other means. (Miller Heiman Sales Access Manager is my example), what does this mean? Does it mean that they are not required to go through the same security review that the apps on the AppExchange have to go through? Why would they not be listed? Thanks
Hi Shauna and All,
We have built a Miller Heiman template for ClosePlan I would be more than happy to demo for you.
ClosePlan is a native Salesforce application that helps sales supercharge their Salesforce sales cloud with - Relationship Maps, Deal Scorecards and Sales Playbooks. Slides with screenshots and more info attached.
1. Relationship Maps - Build Org Charts natively In Salesforce with easy to use Drag and Drop functionality. Leverage Salesforce contact records. Visualize the organizational and political structure.
2. Opportunity Deal Scorecard - Create a common opportunity qualification language across your team with qualification scorecards that adapt to any methodology. Supports any sales qualification methodology - MEDDIC, Customer Centric Selling, BANT, Triangle Selling, etc.
3. Sales Playbooks - Sales process alignment and execution at scale. Build Best-practice Sales Playbooks for different business lines – Renewals, Global & Commercial Sales, Services, etc. Introduce repeatable process and consistency to your sales teams and reduce end of quarter surprises.
Here are a few useful ClosePlan Links
1. ClosePlan Video -
https://vimeo.com/3026605152. ClosePlan Website -
https://www.closeplanapp.com/featuresPlease reach out to us for a demo!!!
Thanks,
Seamus, Founder & CRO
seamus@closeplanapp.com+420739559658
