Plan2Close: Product updates, Customer stories, and Insights | 2026 Cuspera

OrgChartPlus helped BT Global Services transform their sales process. The tool made it easier to build customer relationship plans and hold better sales conversations. BT used OrgChartPlus to increas...e account penetration and grow their share of customer spend. The software integrated with Salesforce and supported custom account planning needs. Teams found the tool intuitive and valuable for sales management. BT saw improved collaboration and more effective sales behavior.
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OrgChartPlus and Plan2Prosper helped Afiniti improve account development and relationship management. Afiniti used these tools to create clear, structured account plans and visual org charts. The tea...m gained better visibility and collaboration on accounts. One account grew from a single project to over 10 live projects. The tools made it easier to track actions and build trust with clients.
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Afiniti is a business change consultancy that needed better ways to manage account relationships and growth. They worked with SalesMethods to use Plan2Prosper and OrgChartPlus. These tools helped the...m organize account planning and visualize relationships. The team could track actions and build trust with clients. As a result, Afiniti grew one account from 1 project to over 10 live projects.
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BT Global Services wanted to improve sales to meet the challenge of digital transformation. They used SalesMethods’ OrgChartPlus to help their sales teams build better customer relationships and mana...ge accounts. The tool let them organize contacts, target stakeholders, and make custom org charts in Salesforce. BT also set up training and support to help their teams use the tool well. As a result, they saw more account penetration and a bigger share of their customers’ spending.
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