Account Planner
Key Account Planning in Salesforce
The optimum key account planning tool for Salesforce.
As used by...
All the tools you need for smarter account planning
Designed for busy salespeople and account managers.
Superior account planning features compared to alternatives.
Intuitive interface helps teams build high-quality, executable plans.
The GSP Account Planner includes all the essential account planning features, from SWOT and white space analysis to objective tracking, contact heat maps, and automated KPIs. It’s straightforward, intuitive, and designed for salespeople and busy account managers.
Key Features
Contact heat maps
Drag-and-drop contact heat maps enable mapping of essential stakeholder power and influence relationships.
Whitespace analysis
Identify gaps in customer product holding to identify cross-sell and upsell opportunities.
Executable objectives
Create objectives aligned to business goals and account planning strategy, and link colleagues who help you execute these objectives.
Success and outcome tracking
Opportunities and revenue automatically link to account plans for quantifiable success and results tracking.
Flexible and customizable
Align the account plan templates to your business needs, supported by a comprehensive knowledge base.
Account plan reporting
Comprehensive reports and dashboards for complete account plan visibility and outcome tracking.
Why Teams Use the GSP Key Account Planner
Drive revenue growth using proactive business plans
Gain complete visibility of account plan objectives and performance
Identify growth customers and those needing remedial action
Track revenue performance versus account-specific goals
Streamline account planning processes and eliminate manual effort
Try it now on AppExchange
Explore the GSP Account Planner today with a free 2-week trial, no payment details required.
Take a Test Drive
Explore the GSP Account Planner in a pre-configured Salesforce environment – no setup or installation needed.
Customer Story
Ammex Corporation
ACCOUNT PLANNER
Clearer Insights for Smarter Planning
Before working with GSP, Ammex Corporations' account planning processes meant they relied heavily on spreadsheets, making it hard to track goals or see the bigger picture. The GSP Account Planner gave them a clearer view of performance, simplified planning, and helped them make smarter decisions for their key customers
Key Outcomes:
A strategic plan for key customers outlining how to drive revenue growth
Gained complete account performance insights
Ability to track revenue performance versus account-specific goals
Streamline account planning processes and eliminate manual effort
Xenia Chilkowich, CRM Project Manager
Ammex Corporation, Seattle, United States
"This product 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 made us even more successful. I am very pleased with the results and highly recommend this app to others"
Simple, Transparent Pricing
*Unlimited users - pay by company, not per seat!
Monthly
$450
per company
Available now via the
AppExchange using a credit card.
Monthly
$5,400
per company
Available direct from GSP with
payment upon invoice. Get in
touch for further details.
Monthly
$16,200
per company
Available direct from GSP with
payment upon invoice. Get in
touch for further details.
Want to know more? Explore our Knowledge Base
The Knowledge Base offers step-by-step guides, practical articles, and a helpful FAQs all in one place.
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