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ValueSelling Account Plan: Strategic Account Planning Inside Salesforce

By ValueSelling Associates, Inc.

Simplify Account Planning and Strengthen Relationships to Fuel Growth.

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$35   USD/user/month
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Business Need
Sales
Sales Intelligence
Sales 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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
ValueSelling/Summer 26 7.23.0
Listed On
09/10/2026
Latest Release
09/10/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 41
Custom Tabs: 25
Custom Apps: 2
Lightning Components
Global: 13
App Builder: 1
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
7.20.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/12/2025

Additional Details

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®

Need help?

ValueSelling Associates, Inc.

Carlsbad, California, USA

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