Clari Align - Plan Transparency
This website extension allows you to have transparent array of your plans with your clients. With mutual action plans, it is easy to keep track of all parties’ status and get all stakeholders on board. This ensures that you are closing the best deal for your customer. The main focus of the tool is on improving the sales process by combining Salesforce and the company’s app. Once you connect to the app, you can view your sales pipelines and mutual action plans. A sales rep can add dates and milestones in their mutual action plans and the buyers will see all the dates that need to be met to achieve a mutually agreed value proposition.