GSP Account Planner

What GSP Account Planner is

GSP Account Planner helps teams build actionable plans for strategic customers inside Salesforce. It brings stakeholder mapping, whitespace analysis, objectives, revenue tracking, and reporting into account planning. Drag-and-drop contact heat maps help teams map stakeholder power and influence. Whitespace analysis highlights customer product gaps that may point to cross-sell or upsell opportunities. Teams can set objectives tied to business goals and connect colleagues responsible for carrying them out. Opportunities and revenue from the same Salesforce Account link automatically to its plan, allowing performance tracking against account-specific goals. Reports and dashboards give visibility into plans and outcomes. Templates can be tailored to business needs, with custom fields and editable 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 data or configuration in an installed Salesforce environment; access is limited to people granted access to that environment. Purchasing customers can receive a free one-hour coaching session, with further support available through GSP. The product is paid, with a free 14-day AppExchange trial that does not require payment details. Plans include unlimited users and are billed per company: $450 a month through AppExchange, $5,400 a year for the direct annual plan, or $16,200 a year for the direct three-year plan.

Who it suits

GSP Account Planner suits teams managing strategic customer relationships in Salesforce that need to map stakeholders, define objectives, and track account-level opportunities and revenue. It can also suit organizations that want configurable account plans and visibility through reports and dashboards.

Limits

The free trial lasts 14 days. After that, the product is paid; all listed plans include unlimited users. Only opportunities from the same Salesforce Account link to an Account Plan.

Getting started

1. Open the GSP Account Planner website or find the managed package through Salesforce AppExchange.
2. Start the free 14-day trial through AppExchange without entering payment details.
3. Install the managed package in Salesforce.
4. Choose an AppExchange monthly plan or a direct annual or three-year plan when purchasing.

Verdict

Choose GSP Account Planner if strategic account planning needs to sit inside Salesforce, with stakeholder mapping and account-specific revenue tracking. Look elsewhere if plans need to include opportunities from Salesforce Accounts other than the one tied to the plan.