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ValueSelling Account Plan: Strategic Account Planning Inside Salesforce
Simplify Account Planning and Strengthen Relationships to Fuel Growth.
$35 USD/user/month
- Business Need
- SalesSales IntelligenceSales Productivity
- Requires
- Sales Cloud
Account teams lack an efficient process for expanding footprint and strengthening renewals. ValueSelling Account Plan brings a structured, Salesforce-native approach, simplifying account analysis, opportunity identification and resource planning.
Highlights
Account Planning Workflows Apply structured, Salesforce-native workflows to analyze accounts, evaluate opportunities and coordinate resources across sales, customer success and leadership
White Space Analysis Identify gaps and uncover high-potential opportunities across existing accounts.
Power Maps Map stakeholder dynamics and understand influence patterns within complex accounts.
360° Profile Builder™ Gain a comprehensive view of account structure, objectives and challenges to surface problems worth solving and drive urgency.
SWOT Analysis Assess strengths, weaknesses, opportunities, and threats to create informed account strategies and differentiate from the competition.
Revenue Dashboards Track progress, monitor account health, and support data-driven account plan reviews.
Opportunity Assessments Evaluate current opportunities with objective criteria and build plans to improve expansion sales, renewal rates and forecast accuracy.
Action Plans Set clear next steps across account GTM teams to maintain momentum and support execution.
Mutual Plans & Reverse Timelines Use customer-facing templates to improve coordination, gain alignment and keep complex initiatives on track.
Provider Details
ValueSelling Associates, Inc.
Carlsbad, California, USA
ValueSelling Associates is the creator of the ValueSelling Framework®, a proven formula for accelerating sales results. Since 1991, ValueSelling Associates has helped thousands of B2B professionals increase their sales productivity. FORTUNE 1000, mid-sized and start-up companies turn to the experts at ValueSelling Associates for sales strategies that yield immediate impact and sustainable results.
Pricing Details
Account Plan elevates how your teams plan, align, and execute across your most strategic accounts, turning prospect and client information into clear, actionable growth plans based on ValueSelling principles. Pricing discounts at 200/500/1000 licenses.
Default Plan
$35 USD/user/month