End User Guides

What are Key Account Plans? Key Account Plans allow users to describe the account management strategy, white space opportunities, business...

What are Objectives? Objectives are the specific things you need to achieve to execute your Account Plan successfully. Here are...

What are Account Plan Contact Roles? These people (Contacts) are playing a crucial role specifically in the context of your...

What are Account Plan Partner Roles? The Account Plan Partner Roles related list allows you to define the other companies...

What are Account Plan Colleague Roles? Account Plan Colleague Roles allow you to define the other people within your business...

What is Whitespace? White space analysis is critical for identifying upsell and cross-sell opportunities with existing customers. Salespeople and account...

The KPI section of the Account Plan shows the value of opportunities linked to the plan. By default, the app...

An opportunity will automatically link to an Account Plan when: The Opportunity is related to the same Account as the...

The Account Hierarchy exists on all Key Account Plans. You can click the Manage Account Plan button and select the...

You can link Accounts using the Parent Account field to show the relationship between different Accounts in a group. Linking...

The app includes two unique dashboards you can find by clicking on the Dashboards tab, All Folders on the left,...

In the GSP Account Planning App, you can export and print your Key Account Plans as PDFs. Go to the...

The Heat Map is an enhancement to the previous Contact Roles feature. It allows you to track the critical company...

Printing your Key Account Plans can be important. You can take them to important stakeholder meetings or use them in...

What is a Contact Heat Map? The Contact Heat Map allows you to define the influence and likelihood to recommend...

What are Account Health Reviews? Account Health Reviews are frequent reviews that enable you to understand overall Account Health and...