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Account Planning by GSP

Turn Strategy into Action with Account Planning in Salesforce

Overview

See How Account Planning by GSP Works

  • EXECUTABLE ACCOUNT PLANS ✔ Define clear goals and measurable objectives for key customers. ✔ Track stakeholder relationships and influence using heatmaps ✔ Conduct whitespace analysis ✔ Compare revenue versus account-specific targets.

  • SUPERB ACCOUNT PLANNING FEATURES ✔ Whitespace analysis, stakeholder mapping, account segmentation, and more. ✔ Automatic linkage between opportunities and account plans. ✔ Account Health Reviews to monitor continued account progress.

  • FLEXIBLE ACCOUNT PLAN TEMPLATE ✔ Tailor the account planning template to match your specific business needs. ✔ Link internal teams and key stakeholders to each account plan. ✔ Customize pre-built reports and dashboards to suit your process.

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.

Categories

Business Needs
Sales
Productivity
Sales Methodologies
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

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