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  3. Account Planner
Logo of Account Planner

Account Planner

byDemandFarm
in
3.7

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.

Account Planner Pricing

Account Planner software uses a subscription-based pricing model, typically structured by the number of users and/or the scale of deployment. Pricing may differ based on additional features or integration options selected with the software.

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

Updated 7th December 2023

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

Updated 26th February 2025
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

Like

progressive modular contextual insights

Like

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

Like

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

Dislike

the timing about the change of management with the platforms.

Dislike

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

Dislike

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

Showing data for 3 ratings and reviews for Account-Planning Tools market. View all 3 ratings and reviews across markets for a complete picture.

3.7

(3 Ratings)

Rating Distribution

5 Star
0%
4 Star
67%
3 Star
33%
2 Star
0%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.0

Integration & Deployment

3.7

Service & Support

3.7

Product Capabilities

3.7

Filter Reviews
Sort By:
Most helpful
Last 12 Months
Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • PROJECT MANAGER
    50M-1B USD
    Energy and Utilities
    Review Source

    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.
  • DIGITAL MANAGER
    50M-1B USD
    Media
    Review Source

    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.
  • CENTER HEAD
    Gov't/PS/Ed
    Education
    Review Source

    One connected solution for all your revenue needs!

    4.0
    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.
Showing Result 1-3 of 3

Recommended Gartner Research

  • Market Guide for Account-Planning Tools

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