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Sales automation suites
SalesPlan
SalesHub's SalesPlan takes the path to close out of the rep's head and gets it into the Salesforce. Opportunity Scorecards, Meeting Plans, Buying Influence Analysis and WinPlans empowers the rep, sales managers, and the potential customer.
Scorecards, Meeting Plans, Buying Influence and WinPlan
Execute Your Sales Strategy
Sales Hub SalesPlan takes the path to close out of the rep’s head and gets it into the Salesforce. Opportunity Scorecards, Meeting Plans, Buying Influence Analysis and WinPlan. Benefiting the rep, sales managers, and the potential customer.
Change Deal Outcomes And Starts Driving More Sales Today
Arm sales leaders with real-time insights based on the behaviors of top performers, enabling managers to coach sellers earlier and more effectively.
Drive Seller Actions
Change seller behavior by more accurately predicting the methodology-backed action that will increase their odds of closing deals, leading to improved performance.
Replicate Winning
Leverage granular sales analytics to identify both winning and losing sales scenarios, so you can replicate the patterns that lead to more wins, larger deals, and faster close times across your organization.
SalesPlan
Key benefits and use cases
- Improve adoption of core methodologies to positively impact team performance
- Leverage mobile-first design for easy accessibility anywhere, anytime
- Coach sellers in a scalable, more personalized way
- Encourage sellers to utilize proven sales strategies
- Integrate seamlessly with existing Salesforce CRM for hassle-free data flow.
- Save time and effort. SalesPlan works where you and your sales team work —in Salesforce.
- Support Salesforce Classic and Lightning.
- Deploys within the Salesforce Opportunity page.
- Extend the capabilities and fill out the gaps in the sales plan
- SalesPlan helps sales organizations execute on the things that matter —all within Salesforce.
Applications
- Common qualification language across your team with qualification scorecards that adapt to any methodology including Miller Heiman, MEDDIC, BANT, etc.
- Supports any sales qualification methodology – MEDDIC, Customer-Centric Selling, BANT, Triangle Selling, etc.
- Multiple Opportunity Scorecards for different business lines, sales, renewals, service, regional, industries, etc.
- Create and track critical actions directly from the scorecard.
- Fact-based, predictable forecasting by ensuring continuous qualification from
- opportunity to close.
- Continuously Qualify Your Opportunities – Create a common language across your team with deal qualification scorecards that adapt to any methodology.
How SalesHub opportunity scorecards work
- Sales leaders introduce /create Deal Scorecard templates to match their qualification methodology
- Reps create new Deal Scorecards from the template for each new opportunity in Salesforce
- Team members update the scorecard as they progress through the opportunity.
- Scores are updated in real-time and displayed in either the Sales Hub tab or within the Opportunity tab.
Qualification insights that drive action
- Group scoring questions by category to segment reports
- Fully customize the weight of any scoring question
- Quickly identify your blind spots with timeline and radar chart views
- Assign different Deal Scorecards for separate deal types such as renewals, new business, or account upsells.
- Clients providing an NPS score of 6 or below (Detractor) require a follow-up call and/or meeting to address client concerns more specifically.
- Call/meeting notes should be documented in Salesforce by creating an activity directly from the relevant NPS form.