Account Planning by GSP

Moving 60% existing account revenue to over 80%

Great app for any business wanting to improve their existing account growth. We’ve used this app now for a few years – love the UI and how fully customisable it is to our internal account plans that were often buried in static Word documents. This has allowed us to have regular and more structured account reviews and turned our revenue from 60% existing business to over 80%. We’ve now got less stress searching for net new logos and realising the untapped potential of what we’ve already got in the CRM. Highly recommended

Fantastic tool to embed account planning activities right into Salesforce

The GSP app is a fantastic edition to Salesforce, to support any good account planning process. Embedding account planning right into Salesforce makes it easier to report on, keeps it live and helps reps to leverage the automation and data integration natively in Salesforce. The additional tooling that the GSP app provides around whitespace analysis and stakeholder management specifically are critical to effective account planning and are easy to use. Great tool.

Great capability, ready to deploy out of the box and easily customised to fit our business

We had been looking for an Account Planning capability to enable our Strategic Account Planning Program. Every once in a while you discover a "no-brainer" and this tool is a great fit. It embeds our approach directly in Salesforce and further establishes the platform as our strategic selling engine. Stakeholder feedback has been excellent and our Salesforce users love the Objectives and Whitespace sections. With a couple of tweaks and a quickly reconfigured Dashboard we can now measure Whitespace, Addressable Whitespace, our ability to plan against those numbers and our ability to execute against those plans. Thanks to Gary for the support and really excited about the ROI this will bring.

Great product and implementation experience

Will was a pleasure to work with on implementation, and the Account Planner tool has been a huge improvement at our org thus far. As with other Salesforce products, there is a ton of room for customization and to fit the tool to our specific needs.

Excellent product and even better implementation experience

This product filled a huge business need for us at a very reasonable price. More importantly, Gary was an excellent partner. He offered considerable sales and business knowledge along with his product knowledge and this made us even more successful. I am very pleased with the results and highly recommend this to others.

"I've been told many times in prior employment that account planning will be part of SFDC..

With GSP's app, we have brought what was thought to be impossible to our sales group. Executive leadership, sales leaders, and enterprise team members are beyond thrilled to have strategic account plans live in SFDC. Gary and team were consistent, thoughtful, and understood our requests. We customized the plans with KPI's important to our industry, as well as help text to remind reps of the content we are looking for. I highly recommend working with GSP. All team members are responsive and helpful. Gary is quite skilled at actively listening to business problems, confirming understanding, and offering solutions. They say sales is an art, and Gary can make it fit, with all of its nuances into data digestible SFDC fields.

Great out of the box functionality

We were up and running within 2 weeks and our Account Executives were able to work on their plans online!

Lightweight & easy to use

Great tool, lightweight and easy to use to extend Salesforce and incorporate more account management features. The evaluation process was also made quite easy by GSP. Overall I would recommend this application!

Irreplaceable Sales Resource

The Business Development department of our industrial engineering and construction firm purchased the Key Account Planning app by GSP in mid-December of 2020. That same day our sales team was able to start completing customized Key Account Plans. Within one week we were fully up-and-running with meaningful insight into our targeted growth accounts as well as our maintenance accounts. We were able to start 2021 equipped with the information we needed to confidently guide our sales strategy. The reports and dashboards are top notch and exactly what we needed to serve as a baseline in our executive level meetings. Overall, this app is extremely easy to use, customizable, and provides outstanding insight into account planning and metrics. Additionally, GSP offers outstanding customer support - Gary and his team are utterly AMAZING.

Highly Recommend: Takes account planning to the next level

Our national nonprofit organization implemented the Key Account Planning app as part of an effort to be more thoughtful and strategic with account planning. The app challenges our sales associates to create and work their key accounts inside Salesforce for easy access and up to date information needed for reporting to the C-Suite and board of directors. GSP provides outstanding support and training! I highly recommend this as an upgrade to your current account planning system. Dr. Rebecca Tolson, Vice President of Literacy Initiatives at The Neuhaus Education Center