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GSP key account planner for Salesforce.Key Account Planner

Build Key Account Plans and track objectives for critical customers in Salesforce.


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.

The 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.


- 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.


- Fields to capture relevant qualitative information e.g. SWOT analysis.
- Quantitative target tracking and measurable, executable objectives.
- White space analysis for highlighting cross and upsell opportunities.
- Stakeholder tracking, approval processes, complex customer support and more.
- Comprehensive reports and dashboards for complete account plan visibility.

As used by...



$450 per company
  • Available now via the AppExchange using a credit card.


$5,175 per company
  • Available direct from GSP with payment upon invoice. Get in touch for further details.

3 Yearly

$14,750 per company
  • Available direct from GSP with payment upon invoice. Get in touch for further details.

AppExchange Reviews

Five star review by Xenia Chilkowich

- 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

Five star review by Danielle DeLozier

- Danielle DeLozier, Director, HomeToGo, Berlin, Germany

Lightweight, powerful & easy to use

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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