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Account Planning by GSP
Turn Strategy into Action with Account Planning in Salesforce
- Business Need
- SalesProductivitySales Methodologies
- Requires
- Sales Cloud
Create actionable account plans for strategic customers directly in Salesforce. Designed for ease of use, it also delivers powerful key account planning capabilities, including contact heat maps, objective tracking, whitespace analysis, and revenue KPI's.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- Account Planner/GSP Account Planner 2.65.0
- Listed On
- 10/21/2020
- Latest Release
- 05/19/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged Package
- Package ContentsIf 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: 11Custom Tabs: 7Custom Apps: 2
- Lightning Components
- Global: 7App Builder: 0Community Builder: 0
- Languages
- DutchEnglishFinnishFrenchGermanDanishItalianJapaneseKoreanPortugueseRussianSimplified ChineseSpanishSwedishThaiTraditional Chinese
Security
Additional Details
In many organizations, the account planning process needs stronger adoption. Salespeople often see account planning templates as time-consuming and question their value. As a result, account plans for key customers are typically created at the start of the year — and then revisited only when it’s time to prepare the next one. Compounding the issue, standard functionality in this area can be challenging to adapt to your specific needs and limit salespeople's use. You can address these challenges with the GSP Account Planning app. Designed by experienced consultants who specialize in building executable account plans, the app strikes the right balance: enough structure to make plans strategic and actionable, without creating unnecessary administrative burden. For example, the app makes it easy to define stakeholders' influence with contact heat maps, write clear objectives, and identify cross-sell and upsell opportunities that drive revenue growth. Opportunities automatically link to the relevant account plans, enabling straightforward tracking of progress and performance. Contact us today to arrange a walkthrough and see how you can transform account planning.
Need help?
GSP Solutions
London, UK
Get in touch today to arrange a walkthrough of the app. We’ll help you determine whether the Account Planner meets your needs and answer any questions you have. We can also discuss how it can be tailored to your account planning process.