Account-Planning Tools Reviews and Ratings
What are Account-Planning Tools?
Account planning tools (APTs) help B2B sales organizations improve sales outcomes such as revenue growth and customer retention throughout the customer life cycle. APTs help sales organizations in two unique and complementary ways. First, they improve seller precision and effectiveness by synthesizing information to provide a consistent, enhanced analysis of large, complex, multifaceted accounts. Second, they improve seller scale and efficiency by aggregating data from multiple accounts, enabling sellers to identify and prioritize expansion, upsell and cross-sell opportunities as well as risks to customer retention.
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Salesforce Sales Cloud is a software solution designed to support sales process management for businesses by providing tools for contact and lead management, opportunity tracking, and workflow automation. The software enables users to organize customer information, forecast sales performance, and manage pipelines. It features customizable dashboards and reporting to assist with data-driven decision-making, while integration capabilities connect with other applications to streamline operations. Salesforce Sales Cloud addresses challenges related to sales cycle visibility and process efficiency by centralizing customer data and enabling teams to collaborate on sales activities. The software supports mobile access and offers tools for configuring sales automations and approvals.
Squivr Playbook is a software designed to streamline scheduling and resource management for organizations that operate in high-volume shift environments. The software offers features such as automated shift scheduling, real-time notifications, and attendance tracking to support workforce management. It provides tools for employees to view and manage shifts, request changes, and track work hours while allowing managers to oversee team allocations and coverage. Squivr Playbook addresses challenges related to shift booking accuracy, workforce visibility, and operational efficiency by centralizing communication and facilitating compliance with organizational policies.
Squivr Salesforce Org Charts is a software designed to visualize and manage organizational hierarchies within Salesforce environments. The software automatically generates organizational charts by extracting real-time data from Salesforce, allowing users to view relationships and reporting structures across accounts, contacts, or leads. It offers features such as drag-and-drop editing, customizable views, and interactive nodes, enabling users to update organizational structures and collaborate with team members. By providing a clear and interactive representation of organizational relationships, this software supports sales, account management, and service teams in account planning, stakeholder mapping, and decision-maker identification within Salesforce.
Account Planner is a software developed to facilitate account management processes for organizations focusing on B2B sales. The software provides features for visualizing and mapping account structures, capturing key stakeholder information, and tracking goals and activity progress. It supports users in developing account plans by enabling collaboration and centralized documentation, offering insights through account analytics and reporting capabilities. Account Planner addresses the business challenge of organizing and managing complex account relationships, improving strategic engagement, and ensuring proper alignment of sales activities with client objectives. The software is designed to help teams standardize account planning methods and streamline processes that support long-term account growth and retention strategies.
Org Chart is a software developed by DemandFarm that enables organizations to visualize and manage complex organizational hierarchies within customer accounts. The software provides interactive and customizable charts that help users map relationships and reporting lines, facilitating better account planning and stakeholder management. Org Chart allows tracking of key roles, identification of decision-makers, and annotation of influence levels among contacts. It integrates with customer relationship management systems to keep data synchronized and up to date. The software aims to streamline internal collaboration among sales and account teams by providing a clear view of organizational structures, supporting strategic account management efforts, and addressing the challenge of understanding and navigating client organizations.
Altify is a software designed to support sales organizations by enabling effective account planning and opportunity management. The software provides tools that help sales teams identify key stakeholders, define customer objectives, map out relationships, and manage pipelines. Altify offers a structured approach to sales processes, supporting users in understanding customer needs, tracking progress, and managing risks. The software integrates with customer relationship management platforms to enhance data visibility and reporting. Altify aims to improve deal qualification, strategic account planning, and sales execution for businesses seeking to refine their sales methodologies and drive consistent results.
Korn Ferry Sell is a software designed to support sales teams in managing and improving their sales effectiveness by aligning sales processes with organizational strategies. The software offers tools for talent assessment, workflow management, analytics, and coaching, aiming to enhance sales productivity and consistency. It addresses common business challenges such as inefficient sales cycles, lack of collaboration, and the need for data-driven decision making. Korn Ferry Sell enables organizations to evaluate sales roles, measure performance, and identify development opportunities, contributing to better alignment between sales talent and business goals. The software integrates with existing systems to provide insights and recommendations for optimizing sales strategies and operations.
Prolifiq is a software designed to support sales and account management processes within organizations. The software offers features such as account planning, digital content management, and collaboration tools, enabling teams to organize and execute account strategies. It integrates with customer relationship management platforms to help manage key accounts, map stakeholders, and track business opportunities. Prolifiq addresses the challenges of coordinating sales activities by providing structured frameworks for engagement, offering visibility into decision-makers and relationships, and supporting effective communication and resource sharing across sales teams.
Gainsight Customer Success is a software designed to help organizations manage and enhance customer relationships by leveraging data-driven insights. The software provides tools for tracking customer health scores, managing accounts, automating workflows, and facilitating proactive engagement. It integrates with various CRM and support platforms to centralize customer information and offers analytics capabilities to identify trends and risks. Gainsight Customer Success aims to assist businesses in reducing churn, improving retention, and driving expansion by supporting cross-functional collaboration and informed decision-making based on customer behavior and feedback. The software addresses the challenge of maintaining long-term customer value and satisfaction through actionable data and process optimization.
Kapta Enterprise is a software designed to support key account management through tools that enable tracking of client objectives, activities, and engagement. The software provides functionalities for aligning account plans with business goals, monitoring relationship health, and identifying opportunities for growth. It facilitates collaboration across teams by offering dashboards and reporting features that integrate data from multiple sources. Kapta Enterprise helps organizations address challenges related to managing large portfolios of strategic accounts and ensures visibility into performance metrics associated with account management activities. The software also streamlines workflows by automating routine tasks, providing templates for planning, and offering progress tracking to support decision-making.
Kapta KAM Plus is a software designed to support key account management processes for organizations that work with strategic accounts. The software provides tools for account planning, goal setting, progress tracking, and action management, enabling teams to align on objectives and monitor performance over time. Kapta KAM Plus allows users to manage client information, identify opportunities, assess risks, and foster collaboration across stakeholders. The software helps organizations structure account reviews, document key decisions, and standardize processes associated with managing accounts. By centralizing account information and automating routine tasks, Kapta KAM Plus addresses the business problem of organizing key account activities, improving visibility, and enhancing communication within account teams.
Next Quarter is a software designed to facilitate revenue operations and forecasting for businesses. The software provides tools that enable organizations to align sales, marketing, and customer success teams by offering integrated planning, performance tracking, and analytics. It supports revenue teams by centralizing data, automating forecasting processes, and enabling visibility into performance metrics. The software aims to address challenges related to manual spreadsheets, disconnected data sources, and inconsistent forecasting by providing a unified platform for revenue management. Next Quarter enables stakeholders to monitor progress, identify trends, and collaborate on strategies to achieve business revenue goals.
Nomadia Sales is a software designed to support businesses in managing and optimizing field sales operations. The software provides features for route planning, customer visit scheduling, territory management, and performance analysis. It enables sales teams to organize daily activities, track interactions, and improve coverage of sales territories. Nomadia Sales aims to enhance the efficiency of sales processes by automating routine tasks and offering data-driven insights for strategic decision making. This software addresses challenges related to sales team productivity, resource allocation, and customer relationship management by offering tools that streamline workflow and provide visibility into sales operations.
Opportunity Planner is a software designed to support account and sales management teams in tracking and organizing business opportunities within their existing client accounts. The software provides tools for visualizing key opportunities, mapping account relationships, and setting actionable plans for account growth. By allowing users to prioritize opportunities and align resources with client needs, the software addresses challenges in account expansion and pipeline management. Opportunity Planner offers configurable workflows, reporting capabilities, and integration options to streamline collaboration across different teams, aiming to improve visibility into account-related activities and facilitate more effective engagement with stakeholders.
Plan2Prosper is a software developed to support sales teams in managing and executing account strategies. The software provides tools for mapping stakeholders, identifying opportunities, and tracking progress against account objectives. Users can organize data related to accounts and opportunities, visually represent key relationships, and monitor action plans to improve team coordination. Plan2Prosper offers analytics and reporting features that assist in evaluating account health and prioritizing activities. The software addresses the business need for structured account management by enabling better internal collaboration, consistent workflow, and informed decision-making based on account insights.
Sales Execution Platform is software that enables sales teams to manage account planning, opportunity management, and relationship mapping. The software provides tools for visualizing account structures, identifying key stakeholders, and organizing complex sales processes. It supports the alignment of sales strategies with customer needs by facilitating actionable insights and collaboration within sales teams. The software helps organizations optimize revenue generation activities through guided workflows, dashboards, and analytics. Sales Execution Platform is designed to address challenges such as fragmented account information and coordination across sales roles, supporting the execution of sales strategies for improved outcomes.
Valkre is a software designed to support business-to-business organizations in managing and improving their value propositions. The software provides tools for capturing, organizing, and analyzing customer feedback and insights, allowing companies to align their offerings with customer needs. It facilitates collaboration among teams to develop value propositions and track progress over time. Valkre addresses challenges related to communicating and differentiating value in competitive markets, enabling organizations to better understand and articulate their value to customers. The software is used to streamline processes for gathering input, measuring outcomes, and guiding decision-making in value proposition development.
VISTAlution Automotive software provides solutions for Tier 1-3 automotive suppliers focused on Sales Planning & Forecasting and Program Management. Through integration, automation and centralized data, the software addresses operational inefficiencies and supports improved project lifecycle execution.
Features of Account-Planning Tools
Updated April 2025Mandatory Features:
Prescriptive Analytics (next best action) and Insights
On-demand Account Health Analytics
Opportunity Management
Optional Features:
Buying Group Relationship Mapping
Frontline Sales Manager Dashboards
Seller Action Automation
White Space Analytics
Account-Based Strategy Integration















