Encompass-CX vs GSP Account Planner

Encompass-CX is a web platform for B2B organizations managing strategic or high-value accounts. It measures relationship strength for each decision-maker through Buyer Equity, helping teams spot exposed revenue and risks that account-wide averages may miss. The platform compares account teams’ predictions about buyers with buyers’ feedback to identify misalignment. Its AI uses relationship gaps to suggest practical next steps and provide learning and coaching for account teams and managers. The CX AI Hub adds portfolio-level intelligence, trend tracking, segmentation, and the ability to send Buyer Equity data to Salesforce, HubSpot, or a data warehouse. Listed integrations also include Oracle Sales Cloud, Zoho, Pipedrive, Microsoft Dynamics, monday.com, and Marketo. The company states that Encompass-CX is SOC 2 Type II certified and GDPR compliant; listed safeguards include AES-256 encryption at rest, TLS 1.3 in transit, configurable US or EU data residency, SSO/SAML, and role-based access controls. Pricing is on request. A product article offers a free 30-day trial, though current trial terms are not displayed on the contact and pricing page.

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.