Account Planning Software

Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.

Empower sales teams with the leading sales effectiveness platform, Membrain. Membrain offers tools that make it easy for sales teams working with complex B2B sales to execute their strategy, drive successful behaviors, and build a sustainable competitive advantage. Membrain also lets sales leaders tap numerous tools that enable them to identify the performance of each member and coach their team. Membrain is trusted by clients in over 60 countries.

Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.

Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts.

Work together in real time inside Salesforce. Reimagine sales and service with templated best practices, built-in collaboration, and real-time alerts. Now it’s easy to work together as you work apart. Sales teams can sell — and close more deals — from anywhere. Service teams can serve customers better and resolve cases quicker from anywhere. And whether in the office, on the road, or at the kitchen table, you can share and discuss activity right within Salesforce. Capture all of your data, processes, and conversations inside Sales Cloud so that it’s not scattered across email, chat apps, and files. Give your teams space inside Salesforce to work together on plans, discuss records, and analyze reports. Whenever you open Salesforce, you’ll find embedded documents and spreadsheets right there connected to your data. Use templates to scale key business processes — like account plans and close plans — to get teams on the same page for your customers.

Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account�? by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning.

Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement.

Account Planning made Effective, yet Easy. Enhanced productivity by eliminating the clutter of Excel sheets/ PowerPoint slides. Improved account intelligence that enables insightful opportunity pursuits. Pre-built dashboards with on-demand reports for account review and governance. Adapted and institutionalized to your methodology/ process with change transition support. Unified tracking and reviews with standardized operational reporting. Enables collaboration with aggregated data across multiple key accounts. See the big picture and details – 360-degree clarity to anticipate opportunities, build the right capacities and align resources. Zoom-in to Account Plans to know where to cross-sell and up-sell. See where you are selling (or where you are not) – Can be customized according to services or customers. Build the Account Plan, business case or plan capacity accordingly.

Demand Metric is a software business formed in 2006 in Canada that publishes a software suite called Demand Metric. Demand Metric includes training via documentation, live online, webinars, and in person sessions. The Demand Metric product is SaaS software. Demand Metric offers a free version and free trial. Demand Metric includes business hours and online support. Demand Metric is agile project management tools software, and includes features such as create subtasks, mobile access, Percent-Complete tracking, Reporting/Analytics, spreadsheet view, task board view, time tracking, and To-Do list view. Product pricing starts at $97.00/month. Alternative competitor software options to Demand Metric include Project Insight, Wrike, and Smartsheet.

With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet… in your office or via mobile.

Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%.

Account planning tools analyze customer & market data to generate plans to build client revenue. Download your free account planning template. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. These account planning tools enable a strategic approach to finding the best solutions for strategic account clients and retaining them as customers.

The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller. The better your team understands their accounts, the more possibility to expand opportunities and increase revenue. Our Account Planning Tool is cloud-based software that gives a top-down view of where the relationship is today, where gaps exist, and how to make growth happen. The tool provides a platform to define the monetary goals that sellers have for particular accounts. If goals are unknown or ambiguous, the software helps to clarify by assessing past performance, current fiscal goals, potential, and the competition.

Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence�? to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity.