The Backstory: Your team is working on a complex deal, but the buying committee, qualification criteria, and next steps live only in reps' heads or scattered notes. Rather than relying on memory and inconsistent habits to track deal health, you use ClosePlan, an add-on to Backstory, to map stakeholders, score qualification, and follow a guided playbook built into your CRM. This gives your whole team a shared, structured way to run deals from first contact to close.
ClosePlan by Backstory is a sales execution platform that helps sales teams drive qualified opportunities into finalized, won deals. It gives your team a structured way to run deals from start to finish through Relationship Maps, Scorecards, Playbooks, and Account Plans, reinforcing any sales methodology while minimizing rep overhead and maximizing deal and account visibility.
Account Plans
Fully customizable account plans to align strategy and drive account health.
Account Plans create a common language for developing account strategy, giving sales leadership quick visibility into account health to align conversations and forecasts. Plans support any account management methodology and can be deployed across business lines, regions, and industries. Track critical actions directly from the plan, and collaborate on strategy.
Scorecards
Actionable qualification scorecards that adapt to any methodology.
Scorecards create a common language for qualifying opportunities, giving sales leadership quick visibility into deal health to align conversations and forecasts. Scorecards support any qualification methodology, including MEDDIC, BANT, and CustomerCentric Selling, and you can deploy multiple Scorecards across business lines, regions, and industries. Track critical actions directly from the Scorecard, and spot blind spots with out-of-the-box reports and dashboards.
Playbooks
Guide your team through a best-practice path from opportunity to close.
Playbooks help your team execute your sales strategy at scale, guiding reps through a proven sequence of events based on your methodology. Create custom playbooks for different business lines, such as renewals, global and commercial sales, or consulting services, to introduce repeatable processes, reduce end-of-quarter surprises, and increase win rates.
Relationship Maps
Visualize the buyer's organization to build relationships with the right people.
Relationship Maps let you create drag-and-drop stakeholder maps in Salesforce at both the account and opportunity level. Assign roles and decision-making status, track relationship and engagement coverage, and map influence, conflict, and informal reporting lines to understand the buying committee's power structure.
Need Help?
Contact your Customer Success Manager or support@backstory.ai.