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aria-current="page" class="breadcrumb-link w--current">ClosePlan</a></div><section><div class="padding-grid-inner"><div class="herogrid"><div><img loading="lazy" alt="Improve efficiency by unifying your entire GTM motion from pre to post sale" src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/64688ef28f3547cae92fcd01_Group%2056383.svg" class="shadow-two"/></div><div id="w-node-_0931a7db-c34e-c235-52d9-8ade1c4af3c8-10cd8610"><h1 class="badge-primary-blue capitalize-off">ClosePlan®</h1><h2 class="heading-h2-black-size50 mb10 black2">Improve efficiency by unifying your entire GTM motion from pre to post sale</h2><p>(without leaving your CRM)</p><div class="button-group"><a href="/get-demo" class="button-primary w-button">Get a Demo</a></div></div></div></div></section><div class="section darkblue-bg"><div class="padding-global w-container"><p class="banner-text">But don’t take our word for it. Join 250+ enterprise customers like… </p><div class="logos-home"><div class="w-dyn-list"><div role="list" class="collection-list-15 w-dyn-items w-row"><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/6462847f605fb77f78b2b5dd_Zoomw.svg" loading="lazy" alt="Zoom" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/6462847f605fb77f78b2b5e0_Zscalerw.svg" loading="lazy" alt="Zscaler" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/6501e632c6728099b84eada8_confluent-w.svg" loading="lazy" alt="Zendesk" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/6462847f605fb77f78b2b5e3_oktaw.svg" loading="lazy" alt="Okta" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/6462847f605fb77f78b2b5e5_pulsaw.svg" loading="lazy" alt="Pluralsight" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/6462847f605fb77f78b2b5e8_tincow.svg" loading="lazy" alt="Tibco" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/6462847f605fb77f78b2b5ea_ptc2.svg" loading="lazy" alt="ptc" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/654bead1f041b792a61cc3df_Five9w.svg" loading="lazy" alt="Five9" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/656e3edf4be98939779b04f0_nutanix-w.svg" loading="lazy" alt="Nutanix" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/656e3f066aea287ab659b34e_blackbox-w.svg" loading="lazy" alt="Black Box" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/66689c84a26d9cb62ab3bbf7_cisco-reversed.svg" loading="lazy" alt="Cisco" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/66689c777d192e4f186f5443_verizon_reversed.svg" loading="lazy" alt="Verizon" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67a0cddad01618a9ca9d2a29_Hexagon%20logo%20white.svg" loading="lazy" alt="Hexagon" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67a35a25921d175916a6ddb6_Nvidia%20White%20Logo.svg" loading="lazy" alt="Nvidia" class="image-111"/></div><div role="listitem" class="collection-item-11 w-dyn-item w-col w-col-2"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67a35ab0ed6082310ddb453d_Iron%20Mountain%20White%20Logo.svg" loading="lazy" alt="Iron Mountain" class="image-111"/></div></div></div></div></div></div><div><div class="padding-grid-inner"><div class="hero-wrapper"><div id="w-node-_889026be-31c1-30a6-a60e-df2ce3f4014a-e3f40147" class="product-hero-image"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2ae3b_Hero_Mini_Rev-Solution.webp" loading="lazy" alt="Navigate complex buyer groups with ease by charting your course to close" sizes="(max-width: 479px) 92vw, (max-width: 767px) 95vw, (max-width: 1279px) 47vw, 556.4931030273438px" srcset="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2ae3b_Hero_Mini_Rev-Solution-p-500.png 500w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2ae3b_Hero_Mini_Rev-Solution-p-800.png 800w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2ae3b_Hero_Mini_Rev-Solution-p-1080.png 1080w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2ae3b_Hero_Mini_Rev-Solution-p-1600.png 1600w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2ae3b_Hero_Mini_Rev-Solution.webp 1800w" class="image-21"/></div><div class="hcontent"><h2 class="eyebrow mb10">Relationship Maps</h2><h3 class="heading-h3-size40 black mb20">Navigate complex buyer groups with ease by charting your course to close</h3><p>Tired of creating one-off org charts for deal reviews, QBRs, and internal alignment? You know - the ones you spend hours creating but quickly go stale.<br/>‍<br/>With relationship maps, AI detects GTM engagements and prompts you to build robust org charts in seconds. Quickly understand who you’ve engaged, the role they play, and support status - magnifying gaps and risks to proactively mitigate.<br/><br/>With a strategic approach you’ll win larger deals, faster.</p><div class="button-group"><a href="/get-demo" class="button-primary-blue w-button">Learn More</a></div></div></div></div></div><div><div class="padding-grid-inner"><div class="hero-wrapper"><div class="product-hero-image"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2aff3_Artwork%20-%20Whitespace%20Map.svg" loading="lazy" alt="Account Planning" class="shadow-two"/></div><div class="hcontent"><h2 class="eyebrow mb10">Account Planning</h2><h3 class="heading-h3-size40 black mb20">By failing to (account) plan, you are preparing to fail (your account)</h3><p class="paragraph-20">Enterprise sales is no joke. Working in silos, off varying offline docs won’t cut it anymore. <br/><br/>To navigate complex sales cycles, upsells, and renewals with ease, you need account plans - native in CRM. GTM teams can understand account health, easily identify potential for growth, and surface renewal risk (before it’s too late).<br/><br/>By operating as strategic partners off account plans, you’ll renew and grow more accounts.<br/></p><div class="button-group"><a href="/product/closeplan-learn-more" class="button-primary-blue w-button">Deep Dive Here</a></div></div></div></div></div><div><div class="padding-grid-inner"><div class="hero-wrapper"><div id="w-node-_889026be-31c1-30a6-a60e-df2ce3f4014a-e3f40147" class="product-hero-image"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2aee2_Product_Rev-Solution_03.svg" loading="lazy" alt="Navigate complex buyer groups with ease by charting your course to close" class="image-21"/></div><div class="hcontent"><h2 class="eyebrow mb10">Opportunity Management</h2><h3 class="heading-h3-size40 black mb20">Executing and adhering to your sales methodology just got easier</h3><p>You’ve invested in a sales methodology - nice! But, you don’t know how to get reps to adopt it - let alone track that adoption.<br/><br/>Opportunity execution and management has never been easier. Leverage playbooks and scorecards to follow your winning sales process and methodology. Allowing you to validate the health of in-flight opportunities and properly qualify in (or out).<br/><br/>The best part? Improve win rates and shorten sales cycles.</p><div class="button-group"><a href="/product/closeplan-learn-more" class="button-primary-blue w-button">Dig In</a></div></div></div></div></div><div><div class="padding-grid-inner"><div class="hero-wrapper"><div class="product-hero-image"><img loading="lazy" src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2aee4_Product_Rev-Solution_04.svg" alt="Dashboards and data tables" class="shadow-two"/></div><div class="hcontent"><h2 class="eyebrow mb10">Engagement Dashboards</h2><h3 class="heading-h3-size40 black m20">Dashboards and data tables that don't suck</h3><p class="paragraph-20">Traditionally, to understand what’s happening in your GTM motion, you need business intelligence tools, data scientists, or engineers. The problem? The cost. The resources. The complicated user experience. The waiting. (Woof).<br/><br/>^ This is why we designed engagement dashboards for the everyday, non-technical-user. Marry our Data Foundation product with ClosePlan® to measure the adoption and adherence to your sales methodology and validate the health of current accounts and in-flight opportunities (at scale). <br/><br/>Wait no longer. The always accessible data you’ve been craving to answer critical business questions and win more revenue is here now.<br/></p><div class="button-group"><a href="/product/closeplan-learn-more" class="button-primary-blue w-button">Discover More</a></div></div></div></div></div><div class="bg-white"><div class="padding-global"><div><div><div class="wrapper-main"><h2 class="heading-34">Best practices and insights to <br/>win more revenue</h2></div><aside class="w-dyn-list"><div role="list" class="events-grid w-dyn-items"><div role="listitem" class="card-event w-dyn-item"><a href="/blog/6-steps-to-ai-success" class="card-link w-inline-block"><img loading="eager" alt="6 Steps to AI Success from Trailblazing Business Leaders" src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67eee5ec82001409117cbf23_Trailblazing%20Business%20Leaders_small.jpg" sizes="(max-width: 1279px) 100vw, 1200px" srcset="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67eee5ec82001409117cbf23_Trailblazing%20Business%20Leaders_small-p-500.jpg 500w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67eee5ec82001409117cbf23_Trailblazing%20Business%20Leaders_small-p-800.jpg 800w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67eee5ec82001409117cbf23_Trailblazing%20Business%20Leaders_small-p-1080.jpg 1080w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67eee5ec82001409117cbf23_Trailblazing%20Business%20Leaders_small.jpg 1200w" class="image-11"/><div class="card-inner-content"><div class="card-text-block">6 Steps to AI Success from Trailblazing Business Leaders</div><div class="spacer20"></div><div class="text-block-29">April 4, 2025</div><div class="card-link-block"><div class="link-blue">Read more</div></div></div></a></div><div role="listitem" class="card-event w-dyn-item"><a href="/blog/sales-rituals" class="card-link w-inline-block"><img loading="eager" alt="Don’t Ditch Your Sales Rituals. Improve Them Using Data and AI. " src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67ec0d34ab5336f6519bb5b8_Sales%20Ritual%20Overview_small.jpg" sizes="(max-width: 1279px) 100vw, 1200px" srcset="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67ec0d34ab5336f6519bb5b8_Sales%20Ritual%20Overview_small-p-500.jpg 500w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67ec0d34ab5336f6519bb5b8_Sales%20Ritual%20Overview_small-p-800.jpg 800w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67ec0d34ab5336f6519bb5b8_Sales%20Ritual%20Overview_small-p-1080.jpg 1080w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/67ec0d34ab5336f6519bb5b8_Sales%20Ritual%20Overview_small.jpg 1200w" class="image-11"/><div class="card-inner-content"><div class="card-text-block">Don’t Ditch Your Sales Rituals. Improve Them Using Data and AI. </div><div class="spacer20"></div><div class="text-block-29">March 31, 2025</div><div class="card-link-block"><div class="link-blue">Read more</div></div></div></a></div><div role="listitem" class="card-event w-dyn-item"><a href="/blog/forecast-with-hard-facts-not-gut-feelings" class="card-link w-inline-block"><img loading="eager" alt="Would you rather: Call your forecast with gut feelings or hard facts?" src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/675c54c6f86404d07d71f63a_%5B12.06%5D%20GTM%20Insider_Chad%20Oconnor_Blog%20(1).png" sizes="(max-width: 1279px) 100vw, 1200px" srcset="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/675c54c6f86404d07d71f63a_%5B12.06%5D%20GTM%20Insider_Chad%20Oconnor_Blog%20(1)-p-500.png 500w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/675c54c6f86404d07d71f63a_%5B12.06%5D%20GTM%20Insider_Chad%20Oconnor_Blog%20(1)-p-800.png 800w, https://cdn.prod.website-files.com/6462847f605fb77f78b2ad89/675c54c6f86404d07d71f63a_%5B12.06%5D%20GTM%20Insider_Chad%20Oconnor_Blog%20(1).png 1200w" class="image-11"/><div class="card-inner-content"><div class="card-text-block">Would you rather: Call your forecast with gut feelings or hard facts?</div><div class="spacer20"></div><div class="text-block-29">March 27, 2025</div><div class="card-link-block"><div class="link-blue">Read more</div></div></div></a></div></div></aside></div></div></div></div><div class="bg-light-blue"><div class="padding-global get-demo-desktop"><div class="getdemo"><div class="hcontent"><h2 class="eyebrow mb10">Get a demo today</h2><h3 class="header-h3-size42 black2">Learn All the Ways People.ai Can Transform Your Sales Performance<br/></h3><h4 class="header-h4-size31 primary-blue">Bring the full potential of your revenue engine to life with a single platform to bolster account engagement and change the outcome of in-quarter deals.</h4></div><div id="w-node-_1000c281-dcd4-e376-b04d-cd8205662ccd-925e45dd" class="div-block-148"><div class="form-right"><div class="w-embed"><form id="mktoForm_1082" class="js-tce" data-redirection="/ty-resources/thank-you" data-name="1082" data-m-name="filled-out-form-demo" data-ga-name-failed="sendFormLeaved" data-ga-params="{'formName': 'Request a Demo', 'formURL': '/ty-resources/thank-you'}" data-ga-name="sendForm" data-m-name-failed="filled-out-form-demo-failed" data-revops="878"> <div class="loader-js"></div> </form></div><div class="consent get-a-demo"></div><div class="ty-block hidden-js"><div class="center-block inner-padding"><img src="https://cdn.prod.website-files.com/6462847f605fb77f78b2ad84/6462847f605fb77f78b2b025_Time.svg" loading="lazy" alt="Time Icon"/><h2>Thank You<br/></h2><p>Thank you for contacting us. 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padding: 20px; box-sizing: border-box; user-select: none; } /* HTML: <div class="loader"></div> */ form[id^="mktoForm_"].js-tce .loader-js { position: absolute; top: calc(50% - 20px); left: calc(50% - 20px); width: 40px; aspect-ratio: 1; border-radius: 50%; background: radial-gradient(farthest-side, var(--deep-pink, #fc458a) 94%,#0000) top/8px 8px no-repeat, conic-gradient(#0000 30%, var(--deep-pink, #fc458a)); -webkit-mask: radial-gradient(farthest-side,#0000 calc(100% - 8px),#000 0); animation: l13 1s infinite linear; } @keyframes l13{ 100%{transform: rotate(1turn)} } form[id^="mktoForm_"].js-tce .mktoError { font-size: 12px; color: #e11616; } form[id^="mktoForm_"].js-tce .checkbox-flex { display: flex; align-items: flex-start; gap: 1px; line-height: 1.4; } form[id^="mktoForm_"].js-tce .checkbox-flex .order-2 { order: 2; } form[id^="mktoForm_"].js-tce .mktoAsterix { display: none; } form[id^="mktoForm_"].js-tce .p1 { display: inline-block; } form[id^="mktoForm_"].js-tce .mktoFormCol { min-height: 49px; padding: 8px 12px; margin-bottom: 20px; border-radius: 5px; background: #f0f0f0; box-sizing: border-box; } form[id^="mktoForm_"].js-tce label { display: block; /*width: 100% !important;*/ padding: 0; font-size: 11px; font-weight: 400; box-sizing: border-box; } form[id^="mktoForm_"].js-tce .mktoFormCol input:not([type='checkbox']), form[id^="mktoForm_"] .mktoFormCol select { display: block; width: 100% !important; height: 26px; padding: 0; outline: none; border: 0 transparent; border-radius: 0; background-color: transparent; font-size: 17px; font-weight: 600; line-height: 1.42857; box-sizing: border-box; color: var(--black-2, #020f20); } form[id^="mktoForm_"].js-tce .mktoFormCol input:not([type='checkbox'])::placeholder { font-weight: 600; } form[id^="mktoForm_"].js-tce .mktoLogicalField { display: flex; flex-wrap: wrap; align-items: flex-start; align-content: flex-start; gap:4px; } form[id^="mktoForm_"].js-tce .mktoLogicalField label { width: calc(100% - 35px); margin: 0 5px; font-size: 16px; align-items: flex-start; } form[id^="mktoForm_"].js-tce textarea {width:100%} .noBgAbove, .consent { font-size: 13px; line-height: 13px; letter-spacing: 0.02em; margin: 0px; } form[id^="mktoForm_"] .mktoFormCol:focus-within { background-color: #edf6ff; / } /* List Styles */ .list-style-none ul { padding: 0; list-style: none; } .list-style-none ul li a { text-decoration: none; transition: color 0.2s; } .list-style-none.dark-text-links ul li a{ color: #020f20; } .list-style-none.dark-text-links ul li a:hover, .list-style-none.dark-text-links ul li a:focus{ color: #0068E5; } .v2-link-arrow-arrow-2{ opacity: 0; transition: opacity 0.2s; cursor: pointer; } .v2-link-arrow-2 .v2-link-arrow-arrow-2{ display: inline-block; transition: 0.4s ease-in; } .v2-link-arrow-2:hover{ color: #001C98; } .v2-link-arrow-2:hover .v2-link-arrow-arrow-2 { transform: translateX(100%); opacity: 1; } .blog-content blockquote > strong:first-child { font-size: 26px; font-style: normal; font-weight: 700; line-height: 30px; /* 115.385% */ letter-spacing: -0.39px; } .blog-content blockquote{ border-image: linear-gradient(180deg, #8D4FF9 0%, #47D9D3 50%, #0068E5 100%) 1; border-left: 4px solid #8D4FF9; } /* Navbar Media styles 992px - 1200px */ @media (min-width: 992px) and (max-width: 1200px) { .navbar6_dropdown-toggle { padding: 1.5rem 1.7rem 1.5rem .2rem; font-size: 13px; } .navbar6_dropdown-toggle .menu-item { font-size: 13px; } .navbar6_menu-right .button.no-border { font-size: 13px; } .navbar6_link-2 { padding: 1.5rem .7rem; font-size: 13px; } .navbar6_menu-right .button.blue-button { padding: 10px 9px; } .navbar6_menu-right .search { min-width: 30px; padding-left: 10px; padding-right: 10px; transition: all .575s; } .navbar6_container { max-width: 1000px; } .navbar6_logo-link { padding-left: 10px; } .navbar6_menu { justify-content: right; } .navbar6_dropdown-toggle .dropdown-icon { margin-right: 0.6rem; } } //Hakcs .v2-bulb, .v2-glassyeffect { background: radial-gradient(35.27% 35.27% at 50% 50%, rgba(0, 104, 229, 0.00) 0%, rgba(0, 104, 229, 0.07) 100%), radial-gradient(30% 27.38% at 50% 98%, rgba(67, 2, 251, 0.15) 0%, rgba(204, 10, 252, 0.00) 100%), radial-gradient(130.4% 36.71% at 50% 100%, rgba(0, 104, 229, 0.15) 0%, rgba(72, 183, 245, 0.00) 60%), radial-gradient(130.4% 36.71% at 60% 100%, rgba(71, 217, 211, 0.2) 0.01%, rgba(72, 183, 245, 0.00) 60%) !important; } html { overflow: auto !important;} a { user-select: none; cursor: pointer; } .v2-bg-fixed { background-attachment: fixed; } .button--tertiary::after, .button--tertiary__white::after { content: '>'; position: absolute; right: -0.6em; transition: right 0.4s ease, opacity 0.3s ease; } .button--tertiary:hover::after, .button--tertiary__white:hover::after { right: -0.8em; } .button--gr-blue { transitiom: all 200ms; } .button--gr-blue:hover { background-color: #0068E5; /* Hover to blue background */ animation: magicalPulseGlow 2s infinite alternate; /* Trigger pulsing animation for the shadow */ box-shadow: 0 0 25px rgba(0, 104, 229, 0.5), 0 0 35px rgba(0, 104, 229, 0.3), 0 0 40px rgba(0, 104, 229, 0.1); } @keyframes magicalPulseGlow { 0% { box-shadow: 0 0 15px rgba(0, 104, 229, 0.4), 0 0 25px rgba(0, 104, 229, 0.3), 0 0 35px rgba(0, 104, 229, 0.1); } 50% { box-shadow: 0 0 30px rgba(0, 104, 229, 0.6), 0 0 35px rgba(0, 104, 229, 0.5), 0 0 40px rgba(0, 104, 229, 0.3); /* Shadow grows */ } 100% { box-shadow: 0 0 15px rgba(0, 104, 229, 0.4), 0 0 25px rgba(0, 104, 229, 0.3), 0 0 35px rgba(0, 104, 229, 0.1); /* Shadow shrinks back */ } } .lottie-animation-9 svg, .lottie-animation-9 canvas { border-radius: 20px; } </style></body></html>