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SPECIFICTION
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GSP Account Planner

gspsolutions.com

From $450/mo Free trial Web
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Spec score 7.9 #9 of 20 in Account Planning Software

What it is

GSP Account Planner creates strategic customer account plans directly in Salesforce. Drag-and-drop contact heat maps help map stakeholder power and influence, while whitespace analysis identifies gaps in product holdings as cross-sell and upsell opportunities. Users can set business-aligned objectives, link colleagues to help execute them, and track account-specific goals as opportunities and revenue link automatically to plans. Reports and dashboards provide visibility into plans and outcomes. Templates can be tailored, with custom fields and editable picklist values. The Salesforce AppExchange managed package supports Lightning, multiple currencies, and Person Accounts, and receives automatic upgrades. The product runs on the web. A 14-day AppExchange trial is available without payment details. Pricing is $450 a month billed per company through AppExchange, $5,400 a year for the direct annual plan, or $16,200 a year for the direct three-year plan; all plans include unlimited users. Only opportunities from the same Salesforce Account link to an Account Plan.

Spec sheet

Purpose
GSP Account Planner creates actionable key account plans for strategic customers directly in Salesforce.Read 28 Sep 2026 · gspsolutions.com
Trial
The maker offers a free 14-day trial through AppExchange without requiring payment details.Read 28 Sep 2026 · gspsolutions.com
Headquarters
Woking, United KingdomRead 28 Sep 2026 · gspsolutions.com
Founded
2013Read 28 Sep 2026 · gspsolutions.com
Company history
GSP Solutions says it was established by Gary Smith and Sally Torkington in 2013.Read 28 Sep 2026 · gspsolutions.com
Customization
Account plan templates can be tailored to business needs, and users can add custom fields and change picklist values.Read 28 Sep 2026 · gspsolutions.com
Notable limit
Only opportunities from the same Salesforce Account link to an Account Plan.Read 28 Sep 2026 · gspsolutions.com
Objectives
Users can create objectives aligned with business goals and link colleagues who help execute them.Read 28 Sep 2026 · gspsolutions.com
Reporting
The app includes reports and dashboards for account-plan visibility and outcome tracking.Read 28 Sep 2026 · gspsolutions.com
Revenue tracking
Opportunities and revenue link automatically to account plans for performance tracking against account-specific goals.Read 28 Sep 2026 · gspsolutions.com
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.Read 28 Sep 2026 · appexchange.salesforce.com
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.Read 28 Sep 2026 · gspsolutions.com
Stakeholder mapping
Drag-and-drop contact heat maps help map stakeholders' power and influence.Read 28 Sep 2026 · gspsolutions.com
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.Read 28 Sep 2026 · gspsolutions.com
Whitespace analysis
Whitespace analysis identifies gaps in customer product holdings as cross-sell and upsell opportunities.Read 28 Sep 2026 · gspsolutions.com

Plans and prices

AppExchange monthly $450 a month per company; monthly via AppExchange Unlimited users Read 28 Sep 2026 · gspsolutions.com
Direct from GSP — annual $5,400 a year per company; payment upon invoice Unlimited users Read 28 Sep 2026 · gspsolutions.com
Direct from GSP — three-year $16,200 a year per company; payment upon invoice Unlimited users Read 28 Sep 2026 · gspsolutions.com

Every GSP Account Planner plan and price →

Strong points and limits

Strong points

  • Maps stakeholder power and influence
  • Links opportunities and revenue to account plans
  • Includes reports and dashboards
  • Templates, fields, and picklists can be customized
  • All plans include unlimited users

Limits

  • Only same-account opportunities link to a plan
  • No free plan
  • The AppExchange plan costs $450 a month

Who it suits

It suits teams managing strategic customer relationships in Salesforce who want stakeholder maps, objectives, and revenue tracking tied to account plans. The same-account opportunity restriction matters to teams whose plans need to include opportunities from other Salesforce Accounts.

Verdict

GSP Account Planner brings planning, stakeholder mapping, and account-level revenue tracking into Salesforce. Its same-account opportunity rule is an important constraint, and the paid plans are billed per company.

Where Specifiction places it

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