Best Account Planning Software for Mid Size Business

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

Integrate your Sales Strategy seamlessly with Salesforce using ClosePlan, which merges your sales approach, process, and methodology directly within the platform. ClosePlan empowers sales teams to focus on crucial tasks such as thorough opportunity evaluation, alignment with customer relationships, and effective execution of the sales process. With user-friendly drag-and-drop capabilities, you can effortlessly build organizational charts and create opportunity qualification scorecards tailored to any sales qualification framework. Additionally, it allows you to develop standardized Sales Playbooks for various business divisions and construct relationship maps, org charts, account maps, and influence maps right in Salesforce. This visualization enables you to engage with key individuals among your customers and prospects to foster essential relationships. The application is fully integrated within Salesforce and is accessible via the AppExchange, making it ideal for account planning, deal assessments, quarterly business reviews, and one-on-one coaching sessions. Furthermore, by harnessing your Salesforce contact records, you can ensure that all your data remains centralized within the platform, enhancing collaboration and efficiency across your sales efforts.

Promomash stands out as the most comprehensive solution for managing retail sales and marketing in the industry. We empower emerging brands to streamline their retail channel marketing strategies, enabling them to boost sales through a robust collection of tools designed for effective planning, execution, and analysis of account management activities. Our approach combines innovative software with dedicated services that enhance your retail marketing efforts significantly. With our user-friendly software, you can effortlessly manage staffing, training, planning, scheduling, executing, reporting, and accounting tasks. Additionally, our exceptional client success team works diligently to transform your field events and activations from disarray to order. Establishing a thriving brand presence in retail stores starts with meticulously organizing all the essential components, including logistics, processes, and the personnel responsible for execution. A lack of control over any of these aspects can jeopardize your success right from the outset. While many claim to value your success, we genuinely embody this commitment. Ensuring our clients achieve their goals is the fundamental principle that drives every aspect of our operations. Ultimately, we believe that success is a journey best traveled together, with our expert guidance and support at every step.

Equip your sales teams with the premier sales effectiveness platform, Membrain. This innovative platform provides essential tools designed to assist sales teams managing intricate B2B sales in implementing their strategies, fostering positive behaviors, and establishing a lasting competitive edge. Additionally, Membrain empowers sales leaders with a variety of resources that help them assess the performance of individual team members and provide effective coaching. With a reputation for excellence, Membrain is relied upon by clients across more than 60 nations, showcasing its global impact and effectiveness in enhancing sales performance.

Our system is crafted to embed strategic methodologies into everyday activities, ensuring that your Playbooks remain active and do not gather dust either physically or digitally. After 15 years of extensive research into effective practices in Product Management, Marketing, and Sales, Demand Metric has developed an unparalleled repository consisting of over 1,000 Playbooks, Toolkits, Templates, Training Courses, Reports, and How-To Guides, all aimed at assisting our vast community of more than 200,000 members and over 8,000 customers worldwide. Beyond merely serving as a project management tool, a GrowthOS functions as a "Command Center" that empowers you to oversee your department while delivering comprehensive insights into all your strategic projects and initiatives, ultimately fostering greater collaboration and efficiency in achieving your goals.

Collaborate seamlessly in real-time within Salesforce. Transform your sales and service approaches with best practice templates, integrated teamwork features, and immediate notifications. Working together has never been simpler, regardless of your location. Sales teams can effectively sell and finalize more transactions from any setting, while service teams are equipped to enhance customer support and swiftly address issues from wherever they are. Whether in an office, traveling, or seated at the dining table, you can easily share and engage in discussions about activities directly within Salesforce. Consolidate all your information, workflows, and discussions within Sales Cloud to avoid disorganization across emails, messaging platforms, and various documents. Create an environment in Salesforce where your teams can collaborate on strategies, review records, and evaluate reports. Each time you log into Salesforce, you’ll have immediate access to integrated documents and spreadsheets related to your data. Leverage templates to streamline essential business processes, such as account strategies and closure plans, ensuring your teams align effectively to meet customer needs. This collaborative approach not only enhances productivity but also fosters a stronger connection among team members, ultimately leading to improved outcomes.

Through comprehensive yet user-friendly account evaluations conducted directly within Salesforce, this tool guarantees a distinctive view of performance across all critical accounts, providing strategic account managers with an optimal setting to navigate the intricate path of long-term account growth. The distinctive advantages of ARPEDIO Account Management include its seamless integration with Salesforce, the ability to monitor key account health scores while facilitating comparisons among accounts, and immediate provision of actionable steps when assessments identify any deficiencies. Additionally, the platform is customizable to accommodate various terminologies and methodologies, ensuring it meets diverse user needs. Furthermore, this tool is part of our broader Account-Based Selling Platform, which also encompasses functionalities for Relationship Mapping, White Space Analysis, and Opportunity Planning, enhancing overall account management strategies.

Sales acceleration tools are essential for enhancing your revenue growth and client retention by equipping you with the necessary resources to effectively manage accounts and streamline your processes. Delaying action can lead to the establishment of opposing factions among various stakeholders, making it crucial to act swiftly to improve your chances of successful closures. These tools enable better control over deals through sophisticated account planning and management of opportunities. You gain clarity on the subsequent steps to take, the individuals involved, and the essential activities required to move forward. To optimize sales, it's vital to ensure that your transactions are finalized as efficiently as possible. As a leader in sales, your primary objective is to boost revenue generation, which involves empowering your teams to develop more leads, enhance their success rates, and reduce the duration of sales cycles. When stakeholders begin to engage, collaborating with your teammates on strategic messaging and positioning becomes imperative to maintain momentum and capitalize on emerging opportunities. Ultimately, the effectiveness of your approach in navigating these dynamics can significantly influence your overall sales performance.

With Account Plan Pro, your team can enhance the generation and execution of strategic account plans more efficiently. Integrated within your Salesforce setup, it provides insights into key account management, ongoing opportunities, and the sales pipeline. It is compatible with both Lightning and Classic User Interfaces. You can access it from any location with internet connectivity, whether in the office or while on the go. By ensuring that salespeople are clear on their goals for each sales call, it leads to increased satisfaction for customers, sales representatives, and sales managers alike. This clarity also contributes to greater success for both you and your sales team. Furthermore, our Pre Call Plan template builds upon SalesForce.com’s action planning, ensuring that your sales staff has well-defined objectives and expected outcomes before initiating a call or arranging a customer visit, ultimately driving better results.

Kapta serves as a pivotal key account management tool designed to minimize customer turnover and foster sustainable growth. In challenging times, it is crucial to evolve from merely being a vendor to becoming an essential strategic ally. The software and methodologies provided by Kapta are tailored to help you achieve that transformation. With a well-established system, Kapta enables you to deepen your understanding of clients, respond promptly and effectively to their needs, and consistently showcase your value. By gaining comprehensive insights into your customers, you can formulate more accurate forecasts that benefit both parties. Additionally, you will be able to analyze the overall framework and culture within your client's organization, while also creating intricate profiles for each key contact. This allows you to grasp your customer’s goals and identify the elements that could either assist or obstruct their progress. Ultimately, Kapta empowers you to build stronger, more meaningful relationships with your clients, driving success for everyone involved.

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.

Introducing the groundbreaking Salesforce native platform that offers immediate visibility into revenue, enabling you to finalize more transactions, expand your current client base, and enhance the precision of your forecasts. With Next Quarter, every potential growth opportunity is seized, ensuring that no profits are overlooked. Utilize artificial intelligence to discover fresh prospects among your current clientele. Our revenue intelligence engine harnesses both sales and conversational data to generate predictive insights, empowering you to surpass your targets and forecast with assurance. By integrating sales and operational information, you establish a unified source of truth for revenue intelligence, ultimately driving profitability through accurate real-time forecasting. This innovative approach not only maximizes efficiency but also positions your business for sustained success in a competitive market.

Upland Altify specializes in enhancing revenue for businesses by optimizing every interaction with customers, ultimately driving growth. Their approach, known as Customer Revenue Optimization (CRO), empowers sales teams to secure pivotal opportunities, expand revenue within important accounts, and refine sales execution through better alignment within the broader revenue team. Altify’s CRO applications, built seamlessly on the Salesforce platform, are utilized by countless sales professionals, leaders, and executives to enable ongoing customer revenue optimization and sales achievements. The ALTIFY SALES PROCESS MANAGER offers a structured and tested sales framework that enhances sellers' chances of achieving successful outcomes for both parties involved. This tool is tailored to fit specific business needs and is based on effective industry templates, presenting a visual guide to the sales process while providing access to essential content and resources that assist sales personnel in advancing opportunities throughout the sales pipeline. Additionally, by utilizing these tools, organizations can foster a culture of continuous improvement in their sales strategies, leading to increased competitiveness in the market.

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.

Account planning tools are essential for examining customer and market data to create effective strategies aimed at increasing client revenue. You can download a complimentary account planning template to get started. If you're seeking an efficient and dependable method to craft plans for your strategic account clients, consider utilizing ForecastEra’s comprehensive suite of account planning tools available through our Account Plan Navigator. These tools facilitate a strategic methodology for identifying optimal solutions for your key accounts, ensuring their retention as loyal customers. Enhance collaboration across various departments such as sales, finance, and operations, while automating the process of revenue forecasting. This allows you to focus on making informed decisions instead of spending time searching for necessary information, and also offers capabilities for real-time scenario planning and what-if analyses to better prepare for future uncertainties. By implementing these tools, businesses can streamline their account planning processes and drive overall growth effectively.

The Holden Adaptive PlatformTM fosters successful sales practices by utilizing behavioral metrics that facilitate transformation and enhance value for each salesperson. A thorough understanding of accounts enables your team to identify opportunities for growth and boost revenue potential. Our cloud-based Account Planning Tool offers a comprehensive overview of current relationship status, identifies existing gaps, and outlines strategies for driving growth. This innovative software allows sellers to set clear financial objectives for specific accounts. In instances where goals may be unclear or vague, the tool aids in clarifying these by evaluating historical performance, current financial targets, potential gains, and market competition. Experience the transformative power of our proven methods through interactive online deal simulations that can be accessed from your desktop or tablet, allowing for a practical application of these strategies in real-time. With the Holden Adaptive PlatformTM, your team can cultivate effective sales habits that lead to lasting success.

Enhance your Key Account Management and sales processes seamlessly within Salesforce using Strategy Mapper. Don't leave your success to chance; ensure your teams adhere to the defined sales methodology right within Salesforce! Effectively manage your vital accounts to boost revenue and achieve success, all within the Salesforce environment. Integrate your sales process into each opportunity plan for uniformity in all selling scenarios. Provide tailored sales coaching specific to your products and solutions to sustain your competitive edge. Strategically plan, schedule, and execute all essential meetings using Salesforce. Capture “Actionable Intelligence” to help you stay ahead of the competition. Create detailed, dynamic org charts to understand your position with each stakeholder in every account and opportunity. Visually and dynamically represent your customer’s organization, highlighting the roles and perspectives of key individuals. Additionally, document and communicate the competitive landscape, including their strengths and weaknesses, through SWOT analysis to further inform your strategy. By leveraging these tools, you can ensure that your sales efforts are consistently aligned with your overarching business goals.

Reintroduce meaningful relationships into your CRM with the top Key Account, Opportunity, and Content Management Suite designed specifically for Salesforce-focused organizations. Experience a remarkable 100% boost in both team collaboration and user engagement, allowing sales teams to formulate 5-10 new comprehensive account plans weekly. Initiate our app implementations and begin the onboarding journey within just a week, while significantly reducing the time allocated to account plan presentations by an impressive 80%. You've already invested in Salesforce, so empower your salesforce to maximize its potential. Transform the platform into a comprehensive strategic sales solution that B2B sales, operations, and support teams will eagerly embrace, utilizing the only all-encompassing Salesforce modernizer available. Gain insights into critical deal progression to proactively manage at-risk deals and pinpoint essential objectives while crafting actionable plans for swift victories. Additionally, uncover whitespace analysis and growth prospects within your key accounts. Prolifiq CRUSH: The ultimate tool for proactive account planning within Salesforce, serving as your reliable source of truth while closing deals. This innovative solution not only streamlines your processes but also enhances overall sales effectiveness.