Account Planning for Salesforce

Win, keep and grow customer accounts. Build deeper, stronger and longer lasting relationships with true account insight and dynamic account plans in Salesforce.
Salesforce AppExchange ratings Plan2Close

Plan2Prosper key features

Plan2Prosper - build & develop

Build and develop

  • Build incisive Salesforce account plans to maximise penetration.
  • Develop customer relationships that deliver extra opportunity.
  • Equips your account managers to become true orchestrators of account development activity.
Plan2Prosper - grow


  • Uncover incremental business opportunities.
  • Encourage your sales team to think outside the box to understand full account potential.
  • Progress account activity through agreed targeted tasks.
  • Plot your route to achieving trusted advisor status with your customer key accounts.


  • Manager review and team dialogue tracking for actionable feedback and team collaboration.
  • Create a discipline of coach and review process in building creative plans.
  • Dynamic in-line coaching to guide users through using your sales methodology.
  • Designed to fully support team collaboration in remote and hybrid working environments.
Plan2Prosper - analyse


  • Out-of-the-box analytics to monitor account activity and status.
  • Determine what you do and do not know about your key accounts.
  • Manage and prioritise activity across accounts highlighting interdependencies.

Have questions or want to see a demo?

Get in touch today to arrange a free demo or to discuss your requirements further.

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Elevate the impact of your relationship development;
the key benefits for your business…


  • Tailor your Salesforce account planning process easily and effectively to reflect your own account planning process.
  • Adapt to meet your business requirements, using your language and nuances, alongside best practice methods.
  • Match your team players with your Salesforce account management levels, creating a many to many relationship.
  • Unify all levels within your organisation to understand required and best actions in your account management and developmentt activities.
Plan2Close - Align


  • Gain deeper understanding of your customers strategic initiatives, uncovering your true value drivers beyond price or product.
  • Gain early sight of new opportunities to increase your win rates and competitive advantage.
  • Build, broaden and demonstrate trust with your account relationships as a trusted, proactive partner.
Plan2Prosper - Understand

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  • Embed one consistent account plan into your Salesforce account management process to ensure buy-in and adoption by the entire virtual team.
  • Enable true collaboration and encourage team participation and selling, leveraging your full team resource to win across all disciplines.
  • Instil repeatable behaviours allowing easy analysis of the stage and status of an accounts’ development.
  • Create a consistent internal ‘language’ to aid understanding and dialogue.
Plan2Prosper - consistency


  • Optimise management’s understanding of their teams, key customer accounts and account penetration.
  • Drive and motivate behaviours and activity with reporting and analytical transparency.
  • Supports speedy management response to areas of concern.
Plan2Prosper - visibility

Why choose Plan2Prosper?

Supercharge sales with dynamic account planning and management for Salesforce.
Why choose Plan2Prosper

Native to Salesforce

A seamlessly integrated, intuitive Lightning experience, secure and stable, with real-time customer insight. 5* rated on the Salesforce AppExchange.

Flexible & dynamic

Designed to fit your world; effortless customization to fit your sales organisation, support remote working and evolve with you.

Simple & intuitive

A clean, modern interface to streamline complex practices, designed for efficiency and ease-of-use.

Supports flexible working

Support remote, on-premise and hybrid working models, allowing activity, review and response tracking and supporting entire team dynamic contributions in a remote working environment.

Simple & clear pricing


$30 per user, per month.rnEnterprise and pricing packs available on request.

What our customers say

Great for account planning. Really helpful tool in discovering where the gaps are in an account. The tool also helps to lift the sales teams capabilities and understanding of how to effectively manage an account.
It’s a good tool to plan and structure your account – contacts and opportunities, and to make you aware of your weaknesses, strengths and challenges in your account – where you can improve on to strengthen you relationship with the customer to improve the win rate.
EU Networks
A terrific tool giving us great insights into all of our opportunities. The service SalesMethods provides to its customers is quite superior compared to other app providers, providing their insight and offering best practices straight through the set-up. You don’t find many companies anymore that are so helpful and you can actually get a person on the phone to help. They are a true partner.

Trusted by global brands

Used by thousands of salespeople globally.
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