Case Study: colorPlan achieves faster, simpler sales and rapid inside-sales ramp-up with Close CRM

colorPlan - Customer Case Study

colorPlan, a young startup, struggled with moving from outside to inside sales while using Salesforce, which was slow to set up, hard to train on, and required costly phone hardware and complicated email templates. This made onboarding new salespeople difficult and reduced the time they could spend making calls.

They switched to Close, whose simple, focused UI and built‑in calling let them start calling from the app and be fully operational in about three hours. The team added custom fields to match their script, created a central lead repository, hired two sales technicians to ramp up outreach, and immediately saved time on calls and data entry (they note a desired mobile app as the main remaining wish).

colorPlan

Anton Iancu

VP of Sales and Marketing