Integrated Solution Addresses Key Challenges of Current Sales Environment
People.ai, the leading revenue operations and intelligence (ROI) platform, has acquired ClosePlan, the top-ranked app on Salesforce AppExchange for deploying deal qualification methodologies such as MEDDIC, mapping account relationships, and implementing sales playbooks. Together, the two companies will enable smarter account planning and strategy. The integrated offering will maximize account executive productivity at a time when face-to-face interaction and coaching isn’t feasible.
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“While account planning and strategy is one of the most important elements of enterprise selling,” said Oleg Rogynskyy, “it’s arguably the most antiquated–an amalgam of slides and spreadsheets that are out of date as soon as they’re delivered. On top of that, we’re about to go into the biggest account planning period of the year and teams can’t even huddle in conference rooms to plan or walk the clients’ halls to put the plans in motion. The whole space is ripe for reinvention. By bringing People.ai and ClosePlan together, we’ve combined business activity data from email, calendar, Zoom and CRM, with machine learning and ClosePlan’s native Salesforce experience. That’s exactly what sales teams have been demanding for decades.”
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ClosePlan is the top-rated Sales Intelligence and Productivity app on Salesforce AppExchange. They’re also ranked #1 by G2 Crowd respondents for Customer Revenue Optimization. Its Relationship Maps help account teams identify and engage champions by assessing relationship strength, reporting structure and common connections. And, its scorecards and playbooks allow companies to embed leading sales methodologies such as MEDDIC directly in Salesforce. Combined with People.ai’s patented predictive algorithms, the solution provides an automated, intelligent experience that integrates directly into the sales team’s weekly account planning and review cadence.
“Our outstanding customer rankings reflect the importance we place on responding to the needs of our users,” said Seamus Devine, co-founder and CRO of ClosePlan. “One of their top asks has been to deliver a ‘smart’ product that automatically populates and updates relationship maps based on what’s going on in systems like email and Zoom.”
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