GSP Account Planner vs InterAction+

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.

InterAction+ is a CRM for law firms that brings client information, relationship insights and business development activity together. Its dashboard and Key Client Radar provide relationship scoring and centralized client intelligence. Firms can use it to identify new and cross-selling opportunities and report on relationship activities and business development initiatives. The product can automatically capture emails, calendar invitations, client interactions, meeting activities and marketing engagement. It integrates with Outlook, Excel and Word, as well as listed partners and integrations including Cirrom, Eventogy, Emburse, Fellsoft, Index, iQlink and Litera Concep. Hosting options include full cloud and hybrid cloud/on-premise, and the product is available on web, Android and iOS. The mobile app is included for current subscribers. LexisNexis says data is encrypted at rest and in transit using AES-256, and its security measures are designed to support GDPR, HIPAA and CCPA compliance. Subscription support includes expert advising, product updates, industry content and support, with planning, implementation and education assistance also offered. Pricing is available on request.