GSP Account Planner vs Magnus Live Account Planning (Signals)

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.

Magnus Live Account Planning (Signals) is a web platform for managing important accounts between formal planning cycles. It brings account ambition, growth priorities, strategic direction, stakeholder intelligence, propositions, and market signals into a shared account plan. Teams can build a common understanding of stakeholders’ priorities, motivations, and decision roles, then coordinate actions across sales, business development, account management, marketing, and bid teams. Signals track changes among customers, competitors, and markets to help teams decide what may need a response. The platform can be deployed for must-win accounts, account clusters, an entire account book, or a portfolio across teams and regions. Magnitude, Magnus’s GTM Operating System, powers it by connecting account strategy, stakeholder intelligence, propositions, activation, and live signals. Magnus distinguishes the account plan from a CRM: it says the plan holds priorities and direction for what should happen next, while a CRM records what has happened. Pricing is on request. Magnus says its personal-data handling is subject to UK GDPR and the Data Protection Act 2018, and that client data processing is governed by client agreements.