This app contains all the essential account planning features including SWOT and white space analysis, objective tracking, automated KPIs and much more. Yet it’s straightforward to use because it was designed with salespeople and busy account managers in mind.
Account Planner Highlights:
Compare won revenue and pipeline coverage against sales targets.
Monthly, quarterly, and annual quotas for teams and reps.
Highly visual target metrics with zero extra effort for salespeople.
App Benefits:
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.
App Features:
Fields to capture relevant qualitative information e.g. SWOT analysis.
Quantitative target tracking and measurable, executable objectives.
- Xenia Chilkowich, CRM Project Manager, Ammex Corporation, Seattle, United States
Excellent product and even better implementation experience.
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
Great tool, lightweight and easy to use to extend Salesforce and incorporate account management features. It was clear
during our evaluation process that GSP provides superior support, including excellent advice on how to create executable account plans. I highly recommend this application!
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