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Account Planning by GSP
Turn Strategy into Action with Account Planning in Salesforce
Overview
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.
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
- SalesProductivitySales Methodologies
- 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
