Name: Account Planner
Rating: 3.7 (3 reviews)

Overview

Product Information on Account Planner

Updated 13th October 2025

What is Account Planner?

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.

Overall experience with Account Planner

DIGITAL MANAGER

50M - 250M USD, Media

FAVORABLE

“works with any CRM platform! ”

4.0

Feb 2, 2023

We reduce operational effort with the easy implementation, the spport team help us throght the roll out process.

PROJECT MANAGER

500M - 1B USD, Energy and Utilities

CRITICAL

“Account Planner offers an user-friendly and ease-to-use solution for account management.”

3.0

Feb 3, 2023

The sales team finds very useful the activity planning and the opportunity management features. A user-friendly software for our customers. A positive overall experience.

About Company

Company Description

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.

Company Details

Company type

Private

Year Founded

2016

Head office location

NY, United States

Number of employees

51 - 200

Website

https://www.demandfarm.com/

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Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

Reviewer Insights for: Account Planner

Performance of Account Planner Across Market Features

Account Planner Likes & Dislikes

progressive modular contextual insights

1) The activity planning and opportunity management features for sales teams. 2) User-friendly interfase, for our customers and employees. 3) Complete view of our customer buying journey

1) Clear visibility and real-time performance data allows for faster action 2) Patterns and trends across multiple platforms provides insights on continuous growth 3) Interactive dashboards 4) Customization to provide personalization of accounts 5) Deeper insights to provide actionable approach towards a problem 6) Intuitive design for easy navigation

the timing about the change of management with the platforms.

1) Advanced technical knowledge to setup and configurate. 2) Time-consuming configuration.

1) The application was little slow initially but the support team helped to solve it 2) Not to dislike but a help tutorial or quick reference guide would be beneficial for quick actions on features 3) A more comprehensive integration with other third-party tools would add more value 4) The contact data information is slightly inaccurate and it occurs with a few email bounces

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Peer Discussions

Account Planner Reviews and Ratings

Recommended Gartner Insights

Market Guide for Account Planning Tools

50M-1B USD

Energy and Utilities

Review Source

Account Planner offers an user-friendly and ease-to-use solution for account management.

Media

works with any CRM platform!

CENTER HEAD

Gov't/PS/Ed

Education

One connected solution for all your revenue needs!

Jan 16, 2023

In the current digital age, Account Planner from DEMANDFARM solves the problem of strategic account planning for better revenue growth and ROI using a more data-driven and collaborative approach. Its extensive account insights, account segmentation with trend analysis, and account reviews using a one dashboard approach solves the problem from top to bottom for our organization.