GSP Account Planner

What GSP Account Planner is

GSP Account Planner creates actionable key account plans for strategic customers directly in Salesforce. Drag-and-drop contact heat maps help users map stakeholder power and influence, while whitespace analysis identifies gaps in customer product holdings as cross-sell or upsell opportunities. Users can set objectives aligned with business goals, connect colleagues who will help execute them, and track account-specific goals as opportunities and revenue link automatically to plans. Reports and dashboards provide visibility into plans and outcomes. Templates can be tailored, including custom fields and picklist values.

The Salesforce AppExchange managed package is Lightning-ready, supports multiple currencies and Person Accounts, and receives automatic upgrades. GSP says it cannot see customer data or configuration in an installed Salesforce environment; access is limited to users granted access to that environment. A free 14-day trial is available through AppExchange without payment details. Pricing is $450 a month billed per company through AppExchange, $5,400 a year for the direct annual plan, or $16,200 a year for the direct three-year plan. All plans include unlimited users. Only opportunities from the same Salesforce Account link to an Account Plan.