AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

ValueSelling Account Plan: Strategic Account Planning Inside Salesforce

Simplify Account Planning and Strengthen Relationships to Fuel Growth.

Overview

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.

1 of 4

  • 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.

Strategic account growth takes more than data analysis and reactive tactics. Worse yet, most account planning is inconsistent and disconnected from daily workflows. ValueSelling Account Plan solves these challenges by equipping teams with a complete view of each account’s structure, priorities and stakeholders, enabling them to apply consistent workflows inside of Salesforce to prioritize and grow high-potential opportunities. Sellers leverage built-in tools like White Space Analysis, Power Maps, SWOT Analysis and the 360° Profile Builder™ to diagnose challenges, organize insights and expand footprint. Advanced dashboards reveal account progress and resource needs, enabling leadership to monitor momentum and support effective plan reviews. With actionable insights, structured templates and intuitive workflows, teams can manage renewals, strengthen relationships and grow existing business with clarity and confidence. Key Benefits: – Clear Visibility into Relationships, Risk and Opportunity – Shared Customer Strategies Across Sales, Success and Leadership – Consistent Framework for Expansion and Retention – Grounded in the Proven ValueSelling Framework®

Categories

Business Needs
Sales
Sales Intelligence
Sales Productivity
Personas
Educator
Executive
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Agentforce
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile

More from ValueSelling Associates, Inc.

  • eValuePrompter® Qualification & Opportunity Management Toolset
    by ValueSelling Associates, Inc.
    Sellers struggle to navigate complex deals; leaders lack visibility into what drives wins. Our Salesforce-native app standardizes qualification, guides opportunity management, and generates customer-ready materials so teams reliably close complex deals.
    Sales IntelligenceSales Methodologies

  • Agentforce for ValueSelling: AI-Powered Selling Assistant
    by ValueSelling Associates, Inc.
    No Ratings
    Sellers waste 70% of their time on non-selling tasks, limiting skill development and sales performance. ValueSelling’s AI Assistant automates administrative tasks and customer-facing communications while providing on-demand knowledge and guided feedback.
    SalesSales Methodologies