Use the comparison tool below to compare the top Account Planning software on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more.
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ClosePlan
ClosePlan
$10 per user per monthAlign 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. -
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Membrain
Membrain
$65.00/year/ user Membrain, the most effective sales platform, empowers sales teams. Membrain provides tools that enable sales teams dealing with complex B2B sales to implement their strategy, drive success and gain a competitive advantage. Membrain allows sales leaders to access numerous tools that allow them to assess the performance of their team members and coach them. Membrain is trusted in more than 60 countries. -
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ARPEDIO
ARPEDIO
$25 USD/user/ month 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. -
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Promomash
Promomash
$349 per monthPromomash is the industry’s best retail sales and marketing management software. We help emerging brands organize their retail channel marketing efforts in order to win more sales. We offer a suite of tools that allow for efficient planning, execution, analysis, and analysis of account planning activities. How do we do it? Software + services that will help you improve your retail marketing. The software is easy to use and offers many features that will help you manage staffing, training, scheduling, execution, reporting, accounting, and planning. Our industry-leading client support team will transform your field activations and events from chaos to calm. Strategic organization is key to building a successful store brand. This includes the logistics, processes, and people involved. You're doomed to fail if you don't know how to manage any of these areas. Everyone can agree that success is important, but few people actually live it. We are committed to making our clients successful. -
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Kapta
Kapta
$1,000 per monthKapta 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. -
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DemandFarm
DemandFarm
Account Planning made simple and effective. Reduce clutter from PowerPoint slides and Excel sheets to increase productivity. Improved account intelligence which enables insight into opportunities. Pre-built dashboards that provide on-demand reports for account management and review. Adaptable and institutionalized to fit your process/methodology with support for change transition. Unified tracking and reviews, with standardised operational reporting. Collaboration is possible with aggregated data from multiple accounts. You can see the whole picture and the details 360 degrees. This gives you 360-degree visibility to identify opportunities, build the right capabilities and align resources. Zoom-in to Account plans to see where you can cross-sell or up-sell. You can see where you are selling (or not). - Can be customized based on services or customers. You can customize the Account Plan, Business Case, or Plan Capacity accordingly. -
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Revegy
Revegy
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. -
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Demand Metric
Demand Metric
$500 per monthOur system was created to embed strategic processes into daily operations. It will ensure that your Playbooks don’t sit on a shelf or on SharePoint collecting dust. Demand Metric spent 15+ years researching best practices in Product Management, Marketing and Sales. We created the largest library of 1,000+ Playbooks, Toolkits, Templates and Training Courses as well as Reports and How-To Guides for our 200,000+ members worldwide. A GrowthOS is more than a project management tool. It gives you a "Command Center", which allows you to manage your department and gives you full visibility over all your strategic projects. -
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Salesforce Anywhere
Salesforce
$75 per user per monthSalesforce 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. -
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Forecastable
Forecastable
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. -
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Plan2Win
Plan2Win Software
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. -
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Upland Altify
Upland Software
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. -
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Planhat
Planhat
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. -
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PROLIFIQ
Prolifiq Software
Salesforce-first companies can bring relationships back into CRM with the #1 Key Account and Opportunity Management Suite. You will see a 100% increase of team collaboration and user acceptance. Allow sales to add 5-10 detailed account plans per week. Our apps are ready and available within one week. Reduce time spent on presentations of account plans by 80% -
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ForecastEra
ForecastEra
Account planning tools analyze market and customer data to create plans to increase client revenue. Get your account planning template for free. You are looking for a reliable and fast way to create plans for strategic account clients? ForecastEra's suite account planning tools can be accessed via our Account Plan Navigator. We highly recommend ForecastEra. Are you looking for a reliable and fast way to create plans for strategic account clients? ForecastEra's suite account planning tools can be accessed via our Account Plan Navigator. These account planning tools allow for a strategic approach to finding the best solutions and retaining strategic account clients. -
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Holden Adaptive Platform
Holden International
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. -
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Strategy Mapper
Point N Time
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.
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Overview of Account Planning Software
Account planning software is a type of program designed to help manage customer accounts and associated activities. This type of software allows businesses to track customer interactions, create sales reports, and analyze customer data. It also helps in streamlining the onboarding process for new customers.
In addition to helping with customer service tasks, account planning software can also provide insights for marketing campaigns. By tracking customer interactions, businesses can refine how they approach each contact and tailor their messaging accordingly. This allows companies to better understand what resonates with their target audience and craft campaigns that are more effective overall. Additionally, account planning software can be used to track key performance indicators (KPIs) such as customer lifetime value (CLV) or customer acquisition cost (CAC). These metrics enable businesses to better assess the effectiveness of their strategies and make adjustments as needed for improved results.
Accounts planning software offers benefits beyond analytics too; it provides an organized platform for storing all relevant customer data in one place. This streamline processes like monitoring payment history or managing invoices, allowing businesses to quickly access any information they need without having to search through multiple sources manually.
Account planning software is suitable for businesses of all sizes due to its scalability; companies can easily add users as they grow without worrying about the quality of their services being compromised by a larger user base. Moreover, these solutions are typically cloud-based so there’s no need for on-premise hardware or additional costs associated with IT maintenance; this makes them even more appealing for small businesses looking for affordable options that won’t break the bank.
Overall, account planning software is a great way for companies to gain deeper insights into their customers as well as streamline processes related to managing accounts—all while making sure that no important detail slips through the cracks.
Reasons To Use Account Planning Software
- Account planning software can help streamline and automate the sales process by providing detailed customer information and key insights about sales opportunities.
- The software can allow for comprehensive customer tracking, giving users the ability to easily track account activity, interactions, and progress toward goals.
- It can provide visibility into sales performance metrics such as lead response times, average order size, win rates, and quotas met across accounts and teams.
- Account planning software provides automated reporting capabilities that make it easy to generate sales summaries and other important documents necessary for sales management decisions.
- By providing an integrated CRM platform with contact information and valuable account history in one central hub, the software can improve collaboration between sales reps and their managers so customers receive a more consistent service experience while allowing managers to easily monitor the performance of their team members.
- With its many features like forecasting tools & reporting templates, it is easier to create a plan or budget for each region or department in order to reach maximum efficiency within tight timelines or budget constraints imposed from above.
Why Is Account Planning Software Important?
Account planning software is an invaluable tool for businesses in today’s modern world. It allows organizations to view and manage their current accounts, track opportunities, segment and research their target audiences, and measure performance over time. This type of software streamlines the account planning process by providing an organized platform for customers, prospects, partners and stakeholders.
The ability to visualize customer data helps organizations make informed decisions about pricing strategies, product development, sales approaches and marketing initiatives. This can significantly impact the bottom line as businesses are able to better identify areas of growth and potential losses before they occur. Account planning software also provides insights on competitive intelligence so that businesses can stay ahead of market trends.
By having a comprehensive view of the customer journey, account planners will have the information they need to develop plans that focus on improving customer experience across all stages of the buying cycle. Account planning software gives users visibility into key metrics such as lifetime value (LTV) and average order value (AOV) which are important indicators of a company’s profitability. Additionally, it offers analytical capabilities so that users can evaluate data on customer behavior such as abandonment rates or conversion rates to help them understand where improvements can be made in order to increase revenue.
Finally, account planning software offers scalability for those companies that want or need increased functionality or customization options depending on their size or industry type. This means that companies will be able to grow without needing an entirely new system in place which saves both time and money from setting up a more complex program from scratch.
Account Planning Software Features
- Account Management: Account planning software allows organizations to manage individual accounts, set goals and objectives, track progress, and monitor performance. It also provides tools for managing client relationships by collecting data on customers and prospects.
- Contact Tracking: This feature enables teams to track contact activity including emails, calls, meetings, and tasks in order to keep up with customer needs and expectations.
- Opportunity Tracking: Opportunity tracking helps teams to identify new opportunities within existing accounts as well as uncover potential leads from untapped sources.
- Forecasting & Reporting: The forecasting and reporting capabilities provided by account planning software allow teams to review performance trends over time, helping them make better decisions about how many resources are required for each account or opportunity.
- Collaboration & Communication: This feature enables team members to collaborate easily on tasks related to customer interactions such as creating documents or presentations, coordinating travel logistics, or scheduling meetings with clients or prospects. Additionally, it allows users to share ideas and feedback quickly between team members in real-time through chat features or forums within the platform itself.
- Analytics & Insights: Account planning software provides comprehensive analytics dashboards that help organizations measure the success of their sales efforts against pre-defined goals and objectives. This gives teams visibility into customer behaviors so they can tailor their approach accordingly with more accuracy than ever before.
Who Can Benefit From Account Planning Software?
- Sales Professionals: Account planning software can help sales professionals to keep track of their customer engagements and pipeline progress, create targeted account plans that capture each customer’s needs, and better understand customer relationships.
- Account Managers: Account planning software gives account managers visibility into customer interactions, communication activity and other data related to the success of their accounts. They can then use this information to drive more powerful engagements with customers, as well as develop deep insight into the customer journey.
- Marketers: Using account planning software, marketers can gain an understanding of what appeals to their target accounts and develop marketing campaigns tailored to these audiences. This can help them identify trends across their entire portfolio of customers and optimize future campaigns accordingly.
- Customer Success Teams: Account planning software provides customer success teams with a comprehensive view of a team's relationships with customers so they can maximize each relationship's potential over time. Additionally, they are able to provide personalized service offerings that fit the specific needs of each account.
- Executives: By leveraging account planning software executives benefit from gaining insights into which strategic decisions best serve key accounts over different periods of time, so they are able to systematically prioritize activities that generate the most value for their organization in the long run.
How Much Does Account Planning Software Cost?
The cost of account planning software depends on the needs of your business and the specific features you require. Generally speaking, prices can range from a few hundred dollars for basic software to thousands of dollars for more advanced solutions that offer integrations with other business systems. In addition to the initial purchase price, there may be additional costs associated with implementation and ongoing support fees. Many providers also offer subscription-based pricing plans, which allow businesses to pay for only what they use and upgrade as needed. Ultimately, it's important to research different vendors and select a solution that meets both your current and future needs while providing value within your budget.
Risks To Consider With Account Planning Software
- Data Breach: Using account planning software can increase the risk of a data breach, as sensitive customer information is stored electronically. Hackers may be able to access this information if proper security protocols are not in place.
- Unauthorized Access: Without adequate authentication and authorization procedures in place, users may be able to access accounts and resources they are not authorized to access.
- Viruses/Malware: Account planning software can also be vulnerable to viruses or malware if it isn't regularly updated with the latest security patches. This could lead to data corruption or loss.
- Security Issues: If an account planning system does not have strong encryption and secure transmission protocols, someone could intercept sensitive customer information as it is being transferred from one computer to another.
- Human Error: People can make mistakes when using account planning software, such as entering incorrect data or deleting important files. This could lead to lost time and money trying to fix these errors.
What Software Can Integrate with Account Planning Software?
Account planning software can be integrated with a variety of different types of software, depending on the needs and goals of the organization. This can include customer relationship management software, which provides tools for managing customer relationships and tracking sales opportunities. It can also include business intelligence software, which helps organizations analyze data for insights into performance and trends. Additionally, marketing automation software lets users automate certain marketing tasks such as email campaigns, lead generation, and analytics reporting. Furthermore, financial accounting and reporting software is often used to integrate with account planning software in order to handle budgeting and forecasting activities. Finally, enterprise resource planning (ERP) systems are essential for helping organizations manage their processes across departments including finance, manufacturing, human resources, supply chain management, inventory management and more.
Questions To Ask When Considering Account Planning Software
- What features does the software provide?
- Is the software customizable to fit specific clients?
- Does the software integrate with existing CRM systems?
- Are there reporting and analysis capabilities built into the software?
- How user-friendly is the platform – can users easily use it without specialized training or support?
- What kind of customer service is available for any questions or technical issues that arise during implementation or usage?
- Is there a free trial period available so you can assess whether it meets your needs and expectations before investing in a purchase?
- Can you scale up (or down) as your business changes, allowing you to add more users and/or options over time if needed?
- How secure is the platform – are user data and accounts encrypted and protected from outside attacks or other security threats?