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Create a sales playbook in Salesforce.

Reinforce best practice sales processes at scale. 100% Salesforce Native.

Sales Playbooks increase efficiency in the execution & reinforcement of your sales process. Schedule a demo today.

  • Build best-practice Sales Playbooks for different business lines – Renewals, Global & Commercial Sales, Services and more.
  • Introduce repeatable, best practice sales processes.
  • Reduce end of quarter surprises and increase win rates.
  • Include sales enablement content in playbooks, delivered when and where sales need it.
  • Support any sales methodology.


Send us your Sales Playbooks and we’ll bring them to life in Salesforce!

Every once in a while someone creates an application that makes you wonder why it didn’t exist. ClosePlan has done just that. ClosePlan enhances the sales process flow within Salesforce, with added intelligence and analysis to make sure deals actually have a path to close.

Andrew G.
Salesforce MVP, Bluewolf, an IBM Company