Best Account Planning Software with a Free Trial of 2024

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.

Sales Acceleration software is a tool that can help you increase sales, drive revenue acquisition, and retain customers. It gives you the tools to "work the account", by improving your systems and your processes. The longer you wait the more opportunities for political parties to form. To have the best chance of closing, you must act quickly. Advanced account planning and opportunity management gives you more control over your deals. You know the next steps, who is involved, and what key activities need to be completed. You can increase sales by closing deals as quickly as possible. You are a sales leader and must maximize revenue production. You must empower your sales teams to create more opportunities, increase win rate, and reduce sales cycles. It's crucial to work with your colleagues on messaging and positioning as stakeholders start responding.

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.