Best Account Planning Software in Canada

Key Account Management (KAM) is broken today. Sales leaders have limited confidence in their people, processes, and tools, thanks to static account plans built on PPTs and point solutions. At DemandFarm, we're on a mission to unlock the world's Key Account Management black boxes so that you can: 👉 Visualize complex organizational hierarchies 👉 Unearth hidden growth opportunities 👉 Build proactive stakeholder engagement strategies 👉 Create context-rich dynamic account plans 👉 Take large opportunities to closure faster DemandFarm is a Gartner and Forrester recognised vendor in the Digital Account Planning Tools and Account Based Selling categories respectively. Since 2016, DemandFarm has helped 200+ global organizations like DHL, Zebra Technologies, TaskUs, Slalom, Salsify and more accelerate deal velocity in their key accounts, uncover relationship blindspots, boost upsell and cross-sell revenue, and centralize key account intelligence. DemandFar

Align Salesforce with your Sales Strategy. ClosePlan combines your Sales Strategy, Sales Process and Sales Methodology natively in Salesforce. ClosePlan helps sales execute on the things that matter – rigorous opportunity qualification, customer relationship alignment and sales process execution. Build org charts natively in Salesforce with easy-to-use drag and drop functionality. Create opportunity qualification scorecards based on any sales qualification methodology. Create repeatable best-practice Sales Playbooks for different business lines. Create relationship maps, org charts, account maps, influence maps natively in Salesforce with easy-to-use drag and drop tools. Visualize customers and prospects so you can build relationships with the the people that matter. 100% Native Salesforce application available in the AppExchange.Leverage your Salesforce contact records. Keep you data in Salesforce.Great for Account Planning, Deal Reviews, QBR’s and 1 : 1 coaching sessions.

Empower sales teams with the leading sales effectiveness platform, Membrain. Membrain offers tools that make it easy for sales teams working with complex B2B sales to execute their strategy, drive successful behaviors, and build a sustainable competitive advantage. Membrain also lets sales leaders tap numerous tools that enable them to identify the performance of each member and coach their team. Membrain is trusted by clients in over 60 countries.

Based on thorough, yet easily manageable account assessments directly in Salesforce this tool ensures a unique management overview of performance across all key accounts, while equipping strategic account managers with the best working environment to manage the complex journey of long-term account development. The unique potential of ARPEDIO Account Management: - Native to Salesforce - Know your key account-health score and compare across accounts - If the account assessment reveals any shortcomings, ARPEDIO instantly provides concrete, actionable steps - Customizable to fit any terminology and methodology This specific tool is a part of our overall Account-Based Selling Platform offering tools for Relationship Mapping, White Space Analysis and Opportunity Planning as well.

Promomash is the industry’s most complete retail sales & marketing management solution. We help emerging brands organize their retail channel marketing efforts to win more sales with a suite of tools for effective planning, execution, and analysis of account planning activities. How do we do it? With software + services that elevate your retail marketing. Beautiful, easy-to-use software helps you handle staffing, training, planning, scheduling, executing, reporting & accounting. Our industry-leading client success team helps to transform your field events and activations from chaos to calm. Building a successful brand in stores begins with strategic organization of all the moving pieces – the logistics, the processes, and the people who make it all happen. If you don’t have a handle on any of these areas, you’re doomed before you start. Anyone can say your success is important – but we truly live it. Making our clients successful is at the heart of everything we do.

Kapta is key account management software that reduces churn and drives organic growth. When the going gets tough, vendors are the first to go. So you have to be more than a vendor—you have to be an indispensable strategic partner. Kapta has the software and process to get you there. Kapta offers key account management software, based on a proven system, so you can know your clients better, act quickly and effectively on their behalf, and demonstrate value, time and time again. Know your customer inside and out, so you can create more reliable forecasts for them and for you. See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts. Understand what your customer is trying to achieve, and the factors that will help or hinder them along the way.

Revegy's intelligent sales planning platform helps sales teams stay aligned, deepen relationships, and drive measurable impact on revenue in their most important accounts.

Our system was designed to engrain strategic processes into day-to-day operations and ensure your Playbooks don’t sit on a shelf (or on SharePoint) collecting dust. Demand Metric spent 15 years researching best practices for Product Management, Marketing, and Sales and built the world's most comprehensive library of 1,000+ Playbooks & Toolkits, Templates, Training Courses, Reports & How-To Guides to support our 200,000+ members and 8,000+ customers globally. More than a project management tool, a GrowthOS gives you a "Command Center" to run your department and provides full visibility across all your strategic projects and initiatives.

Work together in real time inside Salesforce. Reimagine sales and service with templated best practices, built-in collaboration, and real-time alerts. Now it’s easy to work together as you work apart. Sales teams can sell — and close more deals — from anywhere. Service teams can serve customers better and resolve cases quicker from anywhere. And whether in the office, on the road, or at the kitchen table, you can share and discuss activity right within Salesforce. Capture all of your data, processes, and conversations inside Sales Cloud so that it’s not scattered across email, chat apps, and files. Give your teams space inside Salesforce to work together on plans, discuss records, and analyze reports. Whenever you open Salesforce, you’ll find embedded documents and spreadsheets right there connected to your data. Use templates to scale key business processes — like account plans and close plans — to get teams on the same page for your customers.

Sales Acceleration software can help you build sales, drive revenue acquisition and retention by giving you the tools you need to “work the account” by improving both your systems and your process. The longer you wait, the more time for different stakeholders to form political camps. You MUST move quickly to have the greatest chance of closing. Provides more control of deals through advanced account planning and opportunity management. You know what next steps to follow, who’s involved and key deal activities to be completed. Build sales by ensuring your deals are closed as quickly as possible. As a sales leader, you’re challenged with maximizing revenue production. To build sales, you must empower your teams to create more opportunities, increase win rates, and shorten sales cycles. As stakeholders begin responding, it’s important to strategize with your teammates around messaging and positioning.

With Account Plan Pro, your team will more effectively generate and execute your strategic account plan. From within your Salesforce environment, you can see what is happening with your key account management, opportunities and sales funnel. It works with Lightning and Classic User Interfaces. Access it anywhere, anytime you get on the internet in your office or via mobile. Assuring salespeople know what to accomplish on a sales call makes everyone happier – the customer, the salesperson and the sales manager. It also makes you and your salespeople more successful. Our Pre Call Plan template extends SalesForce.com’s action planning; assuring your salespeople have clearly defined call objectives and outcomes before picking up the phone or spending time to visit a customer.

Upland Altify is the revenue optimization company. Helping companies to generate value with every customer interaction to grow revenue. Customer Revenue Optimization (CRO) helps sales teams win the opportunities that matter, grow revenue in their key accounts and improve sales execution by aligning the extended revenue team. Built natively on the Salesforce platform, Altify’s CRO applications help thousands of salespeople, sales leaders and executives achieve sustained customer revenue optimization and sales success. ALTIFY SALES PROCESS MANAGER guides sellers to follow a structured, proven sales process that improves their ability to deliver a winning outcome for both the seller and the customer. Based on proven industry templates and configured to your business, Sales Process Manager is a visual representation of your sales process, with links to the right content and tools your sales people need to move opportunities through the sales funnel.

Planhat is a Customer Success Platform built to make Customer Success simple. Planhat is beautiful and easy to use. It helps you reduce churn, upsell more, drive user engagement and maximize the lifetime value of your customers. Planhat is built for everyone from the CS rep to the C-Suite. It has all the functionality and features you would expect in a modern Customer Success Platform - the difference is in the design, usability and speed to implement.

Bring Relationships Back Into CRM with the #1 Key Account, Opportunity and Content Management Suite for Salesforce-first Companies. See a 100% increase in team collaboration and user adoption. Enable sales to add 5-10 new detailed account plans per week. Get our apps implemented and start the onboarding process within a week. Decrease time spent on account plan presentations by 80%. You’ve made the investment in Salesforce. Now give sellers the means to make the most of it. Upgrade the platform into a total strategic sales solution B2B sales, operations, and support teams can’t wait to use, with the only complete Salesforce modernizer on the market. Visualize key deal progression to manage deals at risk. Identify key goals and build an action plan to achieve quick wins. Find Whitespace Analysis & growth opportunities with key accounts. Accelerate account and relationship knowledge transfer between teams.

Account planning tools analyze customer & market data to generate plans to build client revenue. Download your free account planning template. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. Looking for a fast, reliable way to develop plans for your strategic account clients? We recommend ForecastEra’s suite of account planning tools accessed from our Account Plan Navigator. These account planning tools enable a strategic approach to finding the best solutions for strategic account clients and retaining them as customers. Drive collaboration across sales, finance, and operations. Automate revenue forecasting. Spend time making decisions, not hunting for information. Real-time scenario planning and what-if analysis.

The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller. The better your team understands their accounts, the more possibility to expand opportunities and increase revenue. Our Account Planning Tool is cloud-based software that gives a top-down view of where the relationship is today, where gaps exist, and how to make growth happen. The tool provides a platform to define the monetary goals that sellers have for particular accounts. If goals are unknown or ambiguous, the software helps to clarify by assessing past performance, current fiscal goals, potential, and competition. Get the experience of applying our game-changing habits through online live deal simulations from your desktop or tablet. The Holden Adaptive PlatformTM creates winning sales habits through behavioral metrics that drive change and added value for each seller.

Integrate Your Key Account Management And Sale Process Within Saleforce With Strategy Mapper. Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce! Strategically manage your key accounts to drive increased revenue and success all within Salesforce. Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage. Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage. Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity. Dynamically and graphically document your customer’s organization (role and stance for key players). Documents and easily communicates competitive and their strengths and weaknesses (SWOT).