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Account-Planning Tools

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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Logo of Salesforce Sales Cloud

Salesforce Sales Cloud

By Salesforce

4.3
(42 Ratings)

Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.

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Logo of Squivr Playbook

Squivr Playbook

By Squivr

5
(5 Ratings)

Squivr is a technology-focused firm specialized in boosting business efficiency. The company is dedicated to assisting businesses in expediting transactions, improving data quality, and enhancing user experiences through leveraging Salesforce's capabilities. Crucial tools offered by Squivr include organizational charts, relationship maps, action plans, and white space analysis, all integrated within Salesforce. As a result, Squivr effectively aids businesses in utilizing Salesforce to its maximum potential to benefit their operations.

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Logo of Squivr Salesforce Org Charts

Squivr Salesforce Org Charts

By Squivr

4.1
(5 Ratings)

Squivr is a technology-focused firm specialized in boosting business efficiency. The company is dedicated to assisting businesses in expediting transactions, improving data quality, and enhancing user experiences through leveraging Salesforce's capabilities. Crucial tools offered by Squivr include organizational charts, relationship maps, action plans, and white space analysis, all integrated within Salesforce. As a result, Squivr effectively aids businesses in utilizing Salesforce to its maximum potential to benefit their operations.

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Logo of Account Planner

Account Planner

By DemandFarm

3.7
(3 Ratings)

DemandFarm is a company that aims to change the landscape of Account Planning. The focus is on facilitating the process of account tracking, developing upsell and cross-sell approaches, and enhancing relationship mapping using digital tools. These solutions are designed to integrate effortlessly within a company's existing Customer Relationship Management (CRM) system. DemandFarm has a track record of helping organizations grow their revenues by using their advanced solutions. The firm's automation tools are used by sales and account management teams in various organizations globally. The solutions enable these teams to manage their sales pipelines, strategize on deals, forecast outcomes, and improve client retention. DemandFarm maintains high standards for information security and privacy. The company serves a substantial number of users who utilize its Digital Account Planning tools.

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Logo of Org Chart

Org Chart

By DemandFarm

4.7
(3 Ratings)

DemandFarm is a company that aims to change the landscape of Account Planning. The focus is on facilitating the process of account tracking, developing upsell and cross-sell approaches, and enhancing relationship mapping using digital tools. These solutions are designed to integrate effortlessly within a company's existing Customer Relationship Management (CRM) system. DemandFarm has a track record of helping organizations grow their revenues by using their advanced solutions. The firm's automation tools are used by sales and account management teams in various organizations globally. The solutions enable these teams to manage their sales pipelines, strategize on deals, forecast outcomes, and improve client retention. DemandFarm maintains high standards for information security and privacy. The company serves a substantial number of users who utilize its Digital Account Planning tools.

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Logo of Altify

Altify

By Altify

4
(1 Rating)

Altify focuses on enhancing B2B sales teams' effectiveness with AI-enhanced, Salesforce-native solutions. The company aims to align sales execution with customer needs, helping revenue teams manage relationships, uncover insights, qualify deals, and promote account growth within Salesforce. By integrating established methodology, strategic insights, and automation, Altify supports consistent revenue growth and optimization of sales performance.

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Logo of Korn Ferry Sell

Korn Ferry Sell

By Korn Ferry

2
(1 Rating)

Korn Ferry is a worldwide organizational advisory firm that assists businesses in establishing effective organization structures, defining roles, and delineating responsibilities. The firm offers guidance on hiring processes, providing strategies for rewarding and motivating employees. Furthermore, Korn Ferry extends professional development support towards career progression. The firm's holistic approach to organizational design and employee engagement addresses several vital business challenges.

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Logo of Prolifiq

Prolifiq

By Prolifiq

5
(1 Rating)

Prolifiq CRUSH is all about assisting sales teams to pinpoint buying pathways, engage necessary contacts, and facilitate success via meticulous account planning and penetration. The main issue it handles revolves around the proper management of activities, opportunities, and customers to guarantee consistent sales outcomes. Traditional customer relationship management systems often lack in guiding users about the relevant stakeholders to engage for successful deals, or adequate procedures for maintaining and enhancing vital accounts. This is where Prolifiq intervenes and provides solutions.

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Logo of Account Planning Tool

Account Planning Tool

By Holden

Located in Venice, California, the company focuses on designing performance-fashion which can transition smoothly from urban living to outdoor exploration. Drawing upon local outdoor activities as well as the surrounding culture, music and art for inspiration, the company integrates the use of luxury materials, advanced technology, modern proportions and sustainability in its fashion collections.

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Logo of Gainsight Customer Success

Gainsight Customer Success

By Gainsight

Gainsight focuses on assisting companies in achieving sustainable growth through its state-of-the-art platform. This platform comprises four main tools - Gainsight CS, PX, DH, and Customer Education, designed to aid customer success, product, and community engagement teams in scaling efficiently, building alignment and developing a comprehensive view of their customers. The primary aim is to promote product adoption, reduce customer turnover, and nurture customer communities. The software finds its use across numerous companies of varied sizes and industries. Gainsight is a part of the Vista Equity Partners portfolio since 2020. It operates globally with offices across the US, UK, Netherlands, Israel, and India.

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Logo of Kapta Enterprise

Kapta Enterprise

By Kapta

Kapta is a platform that specializes in the aspect of account management. The main function of its technology is to remove the mundane tasks and uncertainties in client services, allowing the focus to be shifted onto relationship building. They have developed the KAM Process, a substantiated methodology for evolving client relationships through Key Account Management. The technology offers assistance in progressing these relationships. Kapta also assists in establishing, expanding, or enhancing a Key Account Management function in organizations. They provide an array of services including, but not limited to, assessment, training, rollout, and integration to optimize the outcome of the investment. Positioned in Boulder, Colorado, Kapta has graduated from Techstars (Boulder 2014). The company is also a participating member of the Entrepreneur's Foundation of Colorado (EFCO), supporting community involvement.

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Logo of Kapta KAM Plus

Kapta KAM Plus

By Kapta

Kapta is a platform that specializes in the aspect of account management. The main function of its technology is to remove the mundane tasks and uncertainties in client services, allowing the focus to be shifted onto relationship building. They have developed the KAM Process, a substantiated methodology for evolving client relationships through Key Account Management. The technology offers assistance in progressing these relationships. Kapta also assists in establishing, expanding, or enhancing a Key Account Management function in organizations. They provide an array of services including, but not limited to, assessment, training, rollout, and integration to optimize the outcome of the investment. Positioned in Boulder, Colorado, Kapta has graduated from Techstars (Boulder 2014). The company is also a participating member of the Entrepreneur's Foundation of Colorado (EFCO), supporting community involvement.

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Logo of Next Quarter

Next Quarter

By Next Quarter

Next Quarter is a platform centered on fostering business growth and predictable forecasts through significant use of data. Its main business problem-solving focus lies in offering businesses an account growth and forecasting platform. The solution encompasses account planning, data-driven forecasting, sales methodologies, and the application of conversational AI. This enables companies to understand and navigate their growth patterns better, leading to more sustainable revenue generation.

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Logo of Opportunity Planner

Opportunity Planner

By DemandFarm

DemandFarm is a company that aims to change the landscape of Account Planning. The focus is on facilitating the process of account tracking, developing upsell and cross-sell approaches, and enhancing relationship mapping using digital tools. These solutions are designed to integrate effortlessly within a company's existing Customer Relationship Management (CRM) system. DemandFarm has a track record of helping organizations grow their revenues by using their advanced solutions. The firm's automation tools are used by sales and account management teams in various organizations globally. The solutions enable these teams to manage their sales pipelines, strategize on deals, forecast outcomes, and improve client retention. DemandFarm maintains high standards for information security and privacy. The company serves a substantial number of users who utilize its Digital Account Planning tools.

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Logo of Plan2Prosper

Plan2Prosper

By SalesMethods

SalesMethods, established in 2009, focuses on enhancing the efficacy of sales performance in Salesforce. The main problem it addresses is accelerating business growth and establishing robust customer relationships. The company provides a range of native Salesforce applications to aid in this process. Central to its solutions, the firm has a rich understanding of sales methodologies applied in designing relationship management, account planning and opportunity development software. The company has a global presence, serving a diverse array of sectors.

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Logo of Sales Execution Platform

Sales Execution Platform

By Revegy

Revegy, established in 2005, operates as a sales execution platform. It assists sales squads in maintaining coordination, cultivating relationships, and producing a noticeable effect on earnings in their key accounts. The company primarily addresses the challenges faced by these teams in an evolving sales landscape, thus facilitating quicker wins. Globally, Revegy is utilized by around 30,000 users to oversee a significant portion of revenue.

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Logo of Valkre

Valkre

By Valkre

Valkre is an Account Planning platform focused on supporting Key/Strategic Account teams globally. It seeks to unify various processes, frameworks, teams, instruments, presentations, and datasets into one integrated account plan. It facilitates the implementation, integration, sustainability, and enhancement of Key Account Management processes over time. Moreover, it links Key Account Management with the entirety of a company. Valkre is compatible with all CRM/MDM systems.

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Features of Account-Planning Tools

Updated April 2025

Mandatory 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

Gartner Research

Market Guide for Account-Planning Tools

Popular Product Comparisons

Altify vs Salesforce Sales CloudAccount Planner vs Salesforce Sales CloudOrg Chart vs Salesforce Sales CloudAccount Planner vs ProlifiqAltify vs Org ChartKorn Ferry Sell vs Salesforce Sales CloudProlifiq vs Salesforce Sales CloudProlifiq vs Squivr Playbook

Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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