Account Planning by GSP logo

Account Planning by GSP

By GSP SolutionsProductivity

Rating
4.9
Reviews
10
Pricing
Paid
From $450 per company per month
Listed since
2020

About Account Planning by GSP

Turn Strategy into Action with Account Planning in Salesforce

In many organizations, the account planning process needs stronger adoption. Salespeople often see account planning templates as time-consuming and question their value.

As a result, account plans for key customers are typically created at the start of the year — and then revisited only when it’s time to prepare the next one.

Compounding the issue, standard functionality in this area can be challenging to adapt to your specific needs and limit salespeople's use.

You can address these challenges with the GSP Account Planning app.

Designed by experienced consultants who specialize in building executable account plans, the app strikes the right balance: enough structure to make plans strategic and actionable, without creating unnecessary administrative burden.

For example, the app makes it easy to define stakeholders' influence with contact heat maps, write clear objectives, and identify cross-sell and upsell opportunities that drive revenue growth. Opportunities automatically link to the relevant account plans, enabling straightforward tracking of progress and performance.

Contact us today to arrange a walkthrough and see how you can transform account planning.

Highlights

  • EXECUTABLE ACCOUNT PLANS ✔ Define clear goals and measurable objectives for key customers. ✔ Track stakeholder relationships and influence using heatmaps ✔ Conduct whitespace analysis ✔ Compare revenue versus account-specific targets.
  • SUPERB ACCOUNT PLANNING FEATURES ✔ Whitespace analysis, stakeholder mapping, account segmentation, and more. ✔ Automatic linkage between opportunities and account plans. ✔ Account Health Reviews to monitor continued account progress.
  • FLEXIBLE ACCOUNT PLAN TEMPLATE ✔ Tailor the account planning template to match your specific business needs. ✔ Link internal teams and key stakeholders to each account plan. ✔ Customize pre-built reports and dashboards to suit your process.

Screenshots

Executable Account Plans in Salesforce

Image 1 of 13

Executable Account Plans in Salesforce

Pricing

Paid, from $450 per company per month.

Account Planning by GSP plans
PlanPriceBilled
GSP Account Planning - Monthly$450 per companyMonthly
GSP Account Planning - Annual$5,400 per companyYearly

Company fee, no user based charges.

Compatibility

Requires
  • Sales Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
Lightning Experience
Supported
Salesforce mobile app
Not supported
Salesforce security review
Passed on October 15, 2020
Languages
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Danish
  • Italian
  • Japanese
  • Korean
  • Portuguese
  • Russian
  • Chinese (China)
  • Spanish
  • Swedish
  • Thai
  • Chinese (Taiwan)

More Productivity apps

The most reviewed Productivity apps on the AppExchange, to compare before you choose.

All app categories