Best Account Planning Software for Salesforce

DemandFarm offers three 100% Salesforce native products to help enterprises unlock the full revenue potential of their key accounts: Account Planner: All-in-one solution to standardize account planning, unearth hidden whitespaces, analyze and plan against competition, centralize account intel, perform in-app and offline QBRs, and keep track of portfolio-level revenue impact indicators. Org Chart: Intuitively visualize complex organizational hierarchies, create context-rich relationship maps including opportunity-specific ones, understand how well and how often you're engaging all key stakeholders and create engagement strategies— all in one place. Opportunity Planner: Implement SPIN, MEDDIC, or any of the other 20+ sales methodologies for your opportunities with a methodology-agnostic planner, score opportunities with precision for better prioritization, create opportunity-specific org charts, and view all information related to an opportunity in one dashboard and assign next steps with confidence. DemandFarm is ISO/IEC 27001:2013 and ISO/IEC 27701:2019 certified as well as SOC2 Type II compliant. Learn more about why 15,000+ users love using DemandFarm to manage their key accounts, visit demandfarm.com

Align Salesforce with your Sales Strategy. ClosePlan integrates Salesforce with your Sales Strategy, Sales Process, and Sales Methodology. ClosePlan allows sales to focus on the important things - rigorous opportunity qualification and customer relationship alignment, as well as execution of sales processes. With drag-and-drop functionality, Salesforce makes it easy to create org charts. You can create opportunity qualification scorecards using any sales qualification methodology. Create repeatable best-practice sales playbooks for different business lines. With Salesforce's drag-and-drop tools, you can create relationship maps, org maps, account maps, and influence maps. Visualize prospects and customers to build relationships with those who matter. Get a 100% native Salesforce application in the AppExchange. Keep your Salesforce data safe. This is great for account planning, deal reviews, QBR's, and 1-to-1 coaching sessions.

This tool is based on Salesforce account assessments that are thorough and manageable. It provides a unique management overview of key accounts. It also equips strategic account managers with the best environment to manage the long-term account development journey. ARPEDIO Account Management is unique in its potential. - Native to Salesforce. - Assess your key accounts and compare them. - If there are any deficiencies, ARPEDIO immediately provides concrete, actionable steps. - This tool can be customized to fit any terminology or methodology. This tool is part of our Account-Based Selling Platform which also includes tools for White Space Analysis, Relationship Mapping, and Opportunity Planning.

Kapta is key account management software. It reduces churn, and drives organic growth. Vendors are the first to leave when times get tough. Vendors are the first to go when things get tough. You need to be more than just a vendor. Kapta has the software to help you get there. Kapta's key account management software is based on a proven process. This allows you to better understand your clients, work quickly and effectively for them, and show value time and again. You will be able to create more accurate forecasts for your customers and for yourself. You can see the structure and culture of your client's company and create detailed profiles for key contacts. Understanding your customer's goals and the factors that can help or hinder them along their journey is key.

Revegy's intelligent planning platform for sales helps sales teams stay aligned and build relationships that will have measurable impact on their most important accounts.

Salesforce allows you to work together in real-time. With templates, collaboration built-in, and real-time alerts, you can reimagine sales and services. It's now possible to work together and work independently. Sales teams can sell and close more deals from anywhere. Service teams can better serve customers and resolve cases faster from anywhere. You can also share and discuss activity within Salesforce, whether you are at work, on the road, or at your kitchen table. All of your data, processes, conversations, and files can be captured inside Sales Cloud to ensure that they are not scattered across emails, chat apps, or files. Salesforce gives you space for your teams to collaborate on plans, review records, and analyze reports. You'll find embedded spreadsheets and documents right within Salesforce every time you open it. To scale key business processes, such as account plans and close plan, you can use templates to ensure that your teams are on the same page with your customers.

Account Plan Pro will help your team create and execute a strategic account plan more efficiently. You can view the status of your key accounts, opportunities, and sales funnel from within Salesforce. It works with both Lightning and Classic User Interfaces. It is accessible from anywhere and anytime via the internet, whether you are at work or on your mobile device.

Upland Altify is a revenue optimization company. Companies can generate value from every customer interaction to increase revenue. Customer Revenue Optimization (CRO), which helps sales teams win the most important opportunities, increase revenue in key accounts, and improve sales execution through the alignment of the extended revenue team, enables them to achieve customer revenue optimization. Altify's CRO apps are natively built on Salesforce and help thousands of salespeople, leaders, and executives achieve customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGEMENT guides sellers to follow a proven sales process that maximizes their ability to deliver a winning outcome to both the customer and the seller. Sales Process Manager, based on industry-proven templates and customized to your business, is a visual representation that shows you your sales process with links to the right content. It also includes links to the tools and resources your salespeople need to move prospects through the sales funnel.

Planhat is a Customer Success Platform that makes Customer Success easy. Planhat is beautiful and simple to use. It can help you reduce churn and upsell more, increase user engagement, and maximize the lifetime value your customers. Planhat is designed for everyone, from the CS rep to C-Suite. It offers all the functionality and features that you would expect from a modern Customer Success Platform. The difference is in how easy it is to use and how simple it is to implement.

Next Quarter is the first native Salesforce platform that provides real time revenue transparency. This allows you to close more sales, grow existing clients, and improve forecasting accuracy. Next Quarter ensures that no opportunity for growth is missed and no money is left on the table. AI can be used to discover new opportunities with your existing customers. Our revenue intelligence engine uses sales and conversational data in order to create predictive insights that will help you exceed your quotas with confidence. Utilize sales and operational data in order to create a single point of truth for revenue intelligence. This will drive profitability by providing accurate forecasts in real-time.

Bring Relationships back into CRM with the #1 Key Client, Opportunity and Content management Suite for Salesforce-first companies. You will see a 100% increase of team collaboration and adoption. Allow sales to add 5-10 detailed account plans each week. Our apps can be implemented and the onboarding process started within a week. Reduce the time spent on account plans by 80%. You've invested in Salesforce. Give sellers the tools to maximize the investment. Upgrade the platform to a strategic sales solution that B2B sales teams, operations and support teams will love, with the only complete modernizer for Salesforce on the market. Visualize the key deal progression in order to manage deals that are at risk. Build an action plan for quick wins by identifying key goals. Find Whitespace Analysis and growth opportunities for key accounts. Prolifiq Crunch: The tool that helps you plan your accounts in Salesforce, the source of truth for closing deals.

The Holden Adaptive PlatformTM helps you to create winning sales habits by using behavioral metrics that drive change for each seller. Your team will be able to expand their opportunities and increase revenue if they have a better understanding of their accounts. Our cloud-based software, Account Planning Tool, gives you a top-down overview of the relationship, where there are gaps, and how to make it grow. It allows sellers to set monetary goals for specific accounts. The software can help clarify unclear or undefined goals by assessing past performance, current goals, potential, and competition.

Strategy Mapper allows you to integrate your key accounts management and sales process within Saleforce. Don't leave the success to chance! Make sure your teams follow the Salesforce sales process. To increase revenue and success, strategically manage your key accounts within Salesforce. To ensure consistency in all sales situations, integrate your sales process into every opportunity plan. To maintain your competitive advantage, provide sales coaching that is specific to your products and solutions. Salesforce allows you to plan, schedule and execute every business-critical meeting. To maintain your competitive advantage, gather 'Actionable Intelligence'. Create dynamic, informative and robust org charts and know where you stand with all stakeholder on every account and opportunity.