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Create a sales playbook in Salesforce.

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

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Build best-practice Sales Playbooks for different business lines – Renewals, Global & Commercial Sales, Services and more.
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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