Skip to main content

All, I wanted to share ClosePlan for healthcloud, our native Salesforce application with you. We help people supercharge their Salesforce health 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.

 

Useful ClosePlan Links

1. ClosePlan Videohttps://vimeo.com/302660515

2. ClosePlan Websitehttps://www.closeplanapp.com/features

 

Please reach out to us for a demo!!!

 

Thanks,

 

Seamus, Founder & CRO

seamus@closeplanapp.com

+420739559658

1 comment
  1. Apr 28, 2019, 9:34 PM
    I have watched the video and did NOT see anything related to Health Cloud. Help me understand how your product will help me engage patients more effectively.
0/9000