Closeplan / #1 Org Chart Software for Salesforce

Account Maps. Opportunity Maps. Org Chart Software for Salesforce.

Relationship Maps in Salesforce. Where they belong.

Create Org Charts quickly and easily utilizing your existing Salesforce contacts. Make the most of your Salesforce data and accelerate the sales cycle. Close bigger and close faster with relationship mapping.

Great companies use Scorecards to ensure Deals are qualified.

Create beautiful Org Charts In Salesforce with Drag-and-Drop functionality.

  • Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions
  • Leverage Salesforce contact records
  • Visualize the organizational and political structure
  • Leverage Relationship Maps to drive strategic selling and reduce sales rep overhead

Visualize Contact & Political Hierarchies with Native Salesforce Org Charts

  • Visualize the customer’s organizational and political structure.
  • Drag and drop relationship lines to understand the organizational and political structure.
  • Add influence lines between key stakeholders and optimize your alignment.
  • Add conflict lines to identify and mitigate blockers and non-supporters

Identify Champions, Supporters, Budget Owners, Detractors, etc

  • View and update important stakeholder details directly on the map.
  • Add notes related to conversations, strategies and pertinent stakeholder information.
  • Assign relationship coverage and define who in your organization is responsible for the relationship.

Create Org Charts for Salesforce Opportunities & Accounts.

  • Quickly access and reuse existing Maps
  • Leverage submaps – Legal, Procurement, Security
  • Close better deals easier
  • Maps make customer hand-offs simple

Native Salesforce Org Software

Save time and effort. ClosePlan works where you and your sales teams work —in Salesforce.

Quotation mark
ClosePlan makes it easy to build org charts in Salesforce. Working for a large enterprise software company, this tool is a must-have.
Joerg Koenig | Senior Director Global Telecommunication Vertical, TIBCO Software