See how the GSP Account Planning app creates executable plans inside Salesforce
The GSP Account Planner gives your account managers all the tools they need — from SWOT analysis and whitespace mapping to contact heat maps and objective tracking — in a single, intuitive Salesforce-native app.
Superior easy-of-use | Highly customizable | Free 14-day trial
What Can You Expect?
Here's how it works. After the demo, if the Account Planner is the right fit, you can move straight to a fully supported 14-day free trial.
1: Complete The Form
Tell us your name, company, and optionally, any specific target-related questions.
2: 45-min Walkthrough
A web meeting to explain the essential features and answer your questions.
3: Summary
We send the recording and a follow-up email summarizing the key points.
4: Free Trial - Optional
A fully supported 14-day free trial to try it out in your own Salesforce environment.
Who Will Lead The Demo?
Ben Affleck-Currie
Salesforce Architect
Ben is an expert in designing end-to-end business processes in Salesforce that optimize rep productivity.
Will Nijjer
Salesforce Consultant
Will is an authority in using the Sales Cloud to radically improve pipeline visibility, forecasting, and reporting.
Andy James
Salesforce Architect
Andy is an expert in designing Salesforce and Agentforce solutions that reimagine and re-engineer how teams work.
Gary Smith
CEO
Gary has 30 years of experience in driving Salesforce benefits and adoption across a large range of industries.
What the GSP Account Planner app does
All the essential account planning features in a single, intuitive Salesforce-native app that provides superior usability compared to alternatives.
Contact Heat Maps
Drag-and-drop heat maps for visualizing stakeholder power, influence, and relationships so you always know who matters and why.
Success Tracking
Opportunities automatically link to account plans, eliminating manual effort and bringing visibility to execution success.
Flexible and Customizable
Align account plan templates to your specific business needs, supported by a comprehensive knowledge base.
All the Features You Need
Includes all the essential features and tools for successful account planning in an intuitive, Salesforce-native app.
"GSP Account Planning fills a huge business need for us at a very reasonable price. More importantly, GSP are an excellent partner. They offer practical account planning advice, and this has made us even more successful. I am very pleased with the results and highly recommend this app to others."
Xenia Chilkowich, CRM Project Manager, Ammex Corporation, Seattle, United States
Discover how the GSP Account Planner app will work for your business
Request a demo today to see the app in action - or go straight to a free trial on the AppExchange.
Account Planner Demo: FAQs
No. Our approach is to be straightforward and helpful. If the app is right for you, that will be obvious — and any next steps are entirely your decision. There's no sales pressure in the demo.
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Satisfied Customers
Happy clients across three continents that keep coming back for more.
"Optimizing upsell and cross-sell revenue from existing customers is an absolute priority for most businesses. That's exactly what GSP Account Planning helps you achieve."
Sally Torkington, Director, GSP Co-founder
