Streamline the sales process & increase win rates with ClosePlan by People.ai
6 articles
Account Intelligence using ClosePlan
Leverage Account Intelligence with ClosePlan: master Account Planning, score opportunities effectively, and visualize key relationships with Relationship Maps.
ClosePlan StrategyLearn to leverage ClosePlan to drive qualified opportunities to close.
Master Account Planning with ClosePlanMaster account planning: from strategy to execution and collaboration.
Opportunity Scorecard Best PracticesImprove sales forecasting and deal management by optimally leveraging Opportunity Scorecards.
Relationship Maps: Unlock the best route to Closed WonLearn to visualize & manage key relationships with Relationship Maps!
Leveraging ZoomInfo from inside Relationship MapsPeople.ai's ZoomInfo integration allows users to easily identify and add contacts to their Relationship Maps.
ClosePlan Administration
Configure & manage Relationship Maps, Scorecards, Playbooks for streamlined sales execution.
ClosePlan AdministrationConfigure & manage Relationship Maps, Scorecards, Playbooks for streamlined sales execution.