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GSP Account Planner
Woking, United Kingdom
What it is
GSP Account Planner creates actionable plans for strategic customer accounts directly in Salesforce. Drag-and-drop contact heat maps show stakeholder power and influence, while whitespace analysis identifies gaps in customer product holdings as cross-sell or upsell opportunities. Users can set objectives aligned with business goals, link colleagues to execution, and track account goals as opportunities and revenue connect automatically to plans. Reports and dashboards provide plan and outcome visibility. Templates can be tailored with custom fields and editable picklist values. The Salesforce AppExchange managed package supports Lightning, multiple currencies and Person Accounts, with automatic upgrades. GSP offers a free 14-day trial without payment details. Pricing is $450 a month billed per company through AppExchange, $5,400 a year for a direct annual plan, or $16,200 a year for a direct three-year plan; all include unlimited users. Only opportunities from the same Salesforce Account link to an Account Plan.
For and against
For
- Maps stakeholder influence with heat maps
- Finds product whitespace opportunities
- Links revenue and opportunities automatically
- Offers customizable templates and fields
- Includes a 14-day trial
Against
- No free plan is available
- Plans are billed per company
- Only same-Account opportunities link to plans
- Direct plans require payment upon invoice
The verdict
GSP Account Planner combines stakeholder mapping, whitespace analysis, objectives and Salesforce-linked revenue tracking. Confirm the same-Account opportunity restriction and company-level pricing before purchase.
Who it suits
It suits Salesforce teams managing strategic accounts, stakeholders, objectives and expansion opportunities. It is designed for organizations wanting account planning inside Salesforce.
Plans and prices
AppExchange monthly
Unlimited users
Read 28 Sep 2026 · gspsolutions.com
Direct from GSP — annual
Unlimited users
Read 28 Sep 2026 · gspsolutions.com
Direct from GSP — three-year
Unlimited users
Read 28 Sep 2026 · gspsolutions.com
On the record
- Company history
- GSP Solutions says it was established by Gary Smith and Sally Torkington in 2013.gspsolutions.com · read 28 Sep 2026
- Customization
- Account plan templates can be tailored to business needs, and users can add custom fields and change picklist values.gspsolutions.com · read 28 Sep 2026
- Notable limit
- Only opportunities from the same Salesforce Account link to an Account Plan.gspsolutions.com · read 28 Sep 2026
- Objectives
- Users can create objectives aligned with business goals and link colleagues who help execute them.gspsolutions.com · read 28 Sep 2026
- Purpose
- GSP Account Planner creates actionable key account plans for strategic customers directly in Salesforce.gspsolutions.com · read 28 Sep 2026
- Reporting
- The app includes reports and dashboards for account-plan visibility and outcome tracking.gspsolutions.com · read 28 Sep 2026
- Revenue tracking
- Opportunities and revenue link automatically to account plans for performance tracking against account-specific goals.gspsolutions.com · read 28 Sep 2026
- Salesforce package
- The Salesforce AppExchange listing identifies the product as a managed package with automatic upgrades, Lightning readiness, multiple-currency support, and Person Accounts support.appexchange.salesforce.com · read 28 Sep 2026
- Security and data access
- GSP says it cannot see customer data or configuration in an installed Salesforce environment; access is limited to users granted Salesforce environment access.gspsolutions.com · read 28 Sep 2026
- Stakeholder mapping
- Drag-and-drop contact heat maps help map stakeholders' power and influence.gspsolutions.com · read 28 Sep 2026
- Support and coaching
- Purchasing customers can receive a free one-hour coaching session from an expert, and GSP offers further support through its contact channel.gspsolutions.com · read 28 Sep 2026
- Trial
- The maker offers a free 14-day trial through AppExchange without requiring payment details.gspsolutions.com · read 28 Sep 2026
- Whitespace analysis
- Whitespace analysis identifies gaps in customer product holdings as cross-sell and upsell opportunities.gspsolutions.com · read 28 Sep 2026
