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Account Planning by GSP

Turn Strategy into Action with Account Planning in Salesforce

$450   USD/company/month
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Business Need
Sales
Productivity
Sales Methodologies
Requires
Sales Cloud

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
Developer

App Details

Version
Account Planner/GSP Account Planner 2.65.0
Listed On
10/21/2020
Latest Release
05/19/2026
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.
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.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
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: 11
Custom Tabs: 7
Custom Apps: 2
Lightning Components
Global: 7
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Russian
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

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 AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.59.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
10/15/2020

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.

Support Phone+44 203 280 3665