Every account is different. You start from a different place but often with a common goal – to maximise your share of spend. With AccountPlan you can assess your position and build a winning account strategy for each customer as a driver of growth.
Better quality account plans
Increase rep productivity
Step away from PowerPoint and Word documents that gather dust on the shelf and
move to dynamic and collaborative account planning right inside Salesforce.
Account Planning. Simplified
A native CRM application that helps account managers to build an account strategy more easily
Clearly see your current position with every account and potential areas to improve.
Track goals and actions
Track progress against account plan goals easily in Salesforce.
AccountPlan automatically populates critical KPI’s to measure team progress..
Automatically group customers to help plan and resource appropriately.
Automatically create a useful SWOT summary to focus discussions.
Generate account plans and publish to the team to support account reviews with less effort.
AccountPlan creates data to inform management for better decision making.
Native in Salesforce assures safety and security for your data
Why Outside In.
We took input from account management experts with many hundreds of man/years experience when building AccountPlan.
Our goal is to be the best and simplest to use. And we believe we have nailed it!