ValueSelling Account Plan
Strategic Account Planning Inside Salesforce
By ValueSelling Associates, Inc.
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $35 per user per month
- Listed since
- 2026
About ValueSelling Account Plan
Simplify Account Planning and Strengthen Relationships to Fuel Growth.
Strategic account growth takes more than data analysis and reactive tactics. Worse yet, most account planning is inconsistent and disconnected from daily workflows.
ValueSelling Account Plan solves these challenges by equipping teams with a complete view of each account’s structure, priorities and stakeholders, enabling them to apply consistent workflows inside of Salesforce to prioritize and grow high-potential opportunities.
Sellers leverage built-in tools like White Space Analysis, Power Maps, SWOT Analysis and the 360° Profile Builder™ to diagnose challenges, organize insights and expand footprint. Advanced dashboards reveal account progress and resource needs, enabling leadership to monitor momentum and support effective plan reviews.
With actionable insights, structured templates and intuitive workflows, teams can manage renewals, strengthen relationships and grow existing business with clarity and confidence.
Key Benefits: – Clear Visibility into Relationships, Risk and Opportunity – Shared Customer Strategies Across Sales, Success and Leadership – Consistent Framework for Expansion and Retention – Grounded in the Proven ValueSelling Framework®
Highlights
- Account Planning Workflows Apply structured, Salesforce-native workflows to analyze accounts, evaluate opportunities and coordinate resources across sales, customer success and leadership
- White Space Analysis Identify gaps and uncover high-potential opportunities across existing accounts.
- Power Maps Map stakeholder dynamics and understand influence patterns within complex accounts.
- 360° Profile Builder™ Gain a comprehensive view of account structure, objectives and challenges to surface problems worth solving and drive urgency.
- SWOT Analysis Assess strengths, weaknesses, opportunities, and threats to create informed account strategies and differentiate from the competition.
- Revenue Dashboards Track progress, monitor account health, and support data-driven account plan reviews.
- Opportunity Assessments Evaluate current opportunities with objective criteria and build plans to improve expansion sales, renewal rates and forecast accuracy.
- Action Plans Set clear next steps across account GTM teams to maintain momentum and support execution.
- Mutual Plans & Reverse Timelines Use customer-facing templates to improve coordination, gain alignment and keep complex initiatives on track.
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Pricing
Paid, from $35 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $35 per user | Monthly |
Account Plan elevates how your teams plan, align, and execute across your most strategic accounts, turning prospect and client information into clear, actionable growth plans based on ValueSelling principles. Pricing discounts at 200/500/1000 licenses.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on September 12, 2025
- Languages
- English