Key Account Planning by GSP

Powerful yet straightforward plans for Critical Customers and Prospects.

Set Account Plans for the Quarter, Half-Year, or Full Year.

Capture the critical aspects of your strategy. Adjust fields to match your internal plan templates.

Measure Won and Pipeline Opportunity metrics calculate automatically.

Record the progress, outcome, and lessons learned on each objective.

Be explicit about the people and other companies that influence Account Plan success.

Significantly improved Account Hierarchy view for large, complex Accounts.

Add an Approval Process to manage Account Plans from Draft to Approved.

View the performance of all Account Plans with pre-built reports and dashboard charts.

Full visibility of won and pipeline deals by the ultimate parent.

Automated call scheduling and tracking for non-critical customers and prospects.

Overview of the Account Plan page details.

$250 USD per company per month More plans available

$2,900 USD per company per year

Rating

(2)

Latest Release

2/14/2021