Account Plans
Account planning software for Salesforce, best when combined with our relationship mapping tool. Find whitespace, set growth goals and align your team around the key stakeholders in every account.
Standardise how accounts are planned and give leaders a clear view to coach and review, so you can grow and retain your key accounts.
This app follows best-practice methodology, or you can customise it to your own.
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Salesforce AgentExchange
Native to Salesforce – data never leaves your org
Built by salespeople, for salespeople
On the AgentExchange since 2010
Built for the way your team sells
Plan and understand every next step
- Find growth opportunities by spotting unmet needs, whitespace and expansion opportunities
- Build a clear plan around your customer’s priorities and the relationships you need to strengthen
- Keep your account plan in Salesforce alongside customer activity and opportunities, ready for every review
Consistent account strategy and accountability
- Protect and grow your biggest accounts with a clear view of risks, whitespace and expansion opportunities
- Get every account manager working to a consistent plan inside Salesforce, with clear priorities and ownership
- Make account reviews about where growth will come from, which relationships matter and what happens next
Connect future plans to pipeline
- Make account planning consistent and reportable in Salesforce, without consolidating separate spreadsheets
- Prioritise accounts with a shared view of relationship coverage, account health and growth potential
- See whether account plans are producing expansion pipeline and revenue, and where activity isn’t translating into results
Great for account planning in Salesforce. Really helpful tool in discovering where the gaps are in an account. Plan2Prosper also helps to lift the sales team’s capabilities and understanding of how to effectively manage an account.
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See how our tools can be customised to your sales process — book a personalised demo.