People.ai

Learn best practices for building Backstory ClosePlan scorecards to increase user adoption, improve reporting and enhance response quality.

Opportunity Scorecard - Best Practices

Learn how to export and customize an Account Plan to easily share with others.

Account Plan Export

Learn how Sales Leaders can use Playbooks to gain insight into their Reps' activities and coach them to close deals faster.

Coaching with Playbooks

Learn how to use Backstory's Account Planning to align your team, target new revenue, and easily update your Plans directly in CRM.

Account Planning Overview & Use Cases

What is ClosePlan?

Learn how to start an Account Plan in Salesforce to align with your customers' evolving objectives.

Creating a New Account Plan

Whitespace maps visualize your current and potential market share within an Account, enabling you to identify new business opportunities.

Whitespace Maps Overview

Getting support for specific ClosePlan issues

ClosePlan Support

Quantify ClosePlan’s impact on sales performance with built-in ROI analytics.

ClosePlan ROI Overview Dashboard

A glossary of terms used in the ClosePlan feature of Backstory

ClosePlan Glossary

How to Get the Most out of ClosePlan in Engagement Dashboards by Backstory

Learn how to use opportunity scorecards in to track the progress of deals, identify risks and next steps, and ultimately increase win rates.

Opportunity Scorecard Overview

Learn how to customize your whitespace map to match the structure of the business you are selling into.

Managing Business Units in Whitespace Maps

Utilizing Scorecards in Unified Backstory Application!

Scorecards

Learn how to use data to track sales progress, forecast future sales, and coach sales representatives.

Engagement Dashboards by Backstory: Coaching with Opportunity & Account Scorecards

Leverage Smart Stakeholder Cards to gain insights into contact engagement, connections, opportunities and more.

Smart Stakeholder Cards with Data Foundation

Discover how to use Opportunity Scorecards to standardize your qualification process. Learn how to up-level your team's Deal Qualification.

Coaching with Opportunity Scorecards

Improve forecast accuracy, deal quality, and coaching effectiveness with Backstory.

Plan to Win: Mastering ClosePlan Webinar

Learn how to use Gantt charts in Backstory to visualize the impact of delays on the sales process and keep deals moving forward.

Visualizing the Impact of Delays

Relationship Maps

Add clickable links to ClosePlan Relationship Maps and Account Plans directly on your Salesforce account and opportunity records.

Add ClosePlan Links in Salesforce

Learn how to use a Playbook checklist to create and share a mutual action plan with your customer, improving your chances of closing deals.

Playbooks Strategy & Mutual Action Plans

Discover how to import an existing relationship map to either an Account or Opportunity record.

Importing an Existing Relationship Map

ClosePlan & Engagement Dashboards by Backstory

Learn how to use Salesforce tasks to track progress on your account strategy and stay aligned with your team.

Executing your Account Strategy

Execute your sales strategy with ClosePlan's suite of tools.

ClosePlan

Create account plan export presets, allowing you to define what information is included or excluded when account plans are exported.

Account Plan Export: Configuring Presets

Learn how to import a ClosePlan template into Salesforce.

Importing Scorecard Templates

Learn how to configure whitespace maps, which track product lines, business units, statuses, and metrics in your organization.

Whitespace Maps: Creating and Editing a Whitespace Template

Learn how Amins can import whitespace maps via CSV into Salesforce, auto-populating account plans and reducing manual work for sellers.

Whitespace Map Bulk Upload

Learn how to create and manage account plan templates, including editing, filtering, and activating.

Overview: Creating & Editing Account Plan Templates

Learn how to export and import closed plan templates between Salesforce instances.

Copying Closeplan Templates between Salesforce Instances

Reference key opportunity fields on your scorecard to eliminate duplicate work and incentivize reps to complete key fields.

Using the Field Link Question Type

Enabling Closeplan Integration with Engagement Dashboards by Backstory

Learn how to upgrade opportunity templates by selecting source and target templates, confirming changes, and starting the upgrade.

Updating Existing Opportunities to a New Template Version

Understand how Admins can add custom fields to track Account Plan Initiatives, which can later be converted into Opportunities.

Initiatives: Adding Custom Fields

Relationship Map Templates

Use Salesforce Flows to automatically create ClosePlan records and save users time while ensuring that scorecards are prioritized.

Auto-deploy Closeplan Templates

Learn how to create an account scorecard template, including defining categories, adding questions, and configuring scoring tiers.

Account Scorecards: Creating and Editing Account Plan Templates

Learn how to use filter criteria to automatically deploy templates based on specific opportunity details, such as opportunity type & amount.

Setting Filters for Templates

Discover how to edit, add, and configure the events within a playbook template.

Playbooks: Creating and Editing a Playbook Template

Learn how to set dependencies between events in playbook templates using either the dependencies tab or the Gantt chart view.

Playbooks: Setting Dependencies

Learn how to manage Closeplan user access, including assigning licenses to individuals and groups and editing group permissions.

Assigning Licenses

Understand how to manage templates, including editing, deleting, creating new versions, and archiving old versions.

Managing Existing Templates & Creating New Versions

Understand how to use manager validation questions in opportunity scorecards to ensure completion and quality inputs.

Adding Manager Validation Questions to your Scorecard Template

Improve the quality of responses and reporting by using picklist-type questions instead of open-ended questions in your template.

Using Picklist-type questions in your Scorecard Template

Configuration

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