Salesforce Quip is Dead: The Best Quip Alternative for Account Planning
Salesforce Quip Is Shutting Down. Now What? If you’ve been using Salesforce Quip for account planning, you’ve probably already heard the news: Quip is being retired. Salesforce has confirmed that no subscriptions can be renewed after March 1, 2027, and the gradual wind-down is already underway. Zapier integrations were killed in July 2025, custom Live Apps were retired in March 2025, and the Windows and Android apps disappeared in mid-2024. The message is clear: it’s time to find a Quip Alternative for Account Planning. This guide is specifically for account teams who relied on Quip to manage their key accounts and are now looking for a better, more purpose-built replacement. What Was Quip Used For in Account Planning? Quip was never purely an account planning tool. It was a collaborative document suite, think Google Docs meets Salesforce, that teams repurposed for a wide range of use cases: Collaborative account planning documents Org charts and relationship maps built manually in docs Embedded Salesforce data pulled into living documents Shared notes for QBRs, deal reviews, and stakeholder updates Whiteboards and slide decks for internal strategy sessions For account teams, the appeal was the ability to create a “living account plan”, a document that stayed connected to your Salesforce data and could be co-edited in real time by AEs, CSMs, and leadership. But here’s the honest truth: Quip made account planning possible. It didn’t make it easy, structured, or scalable. Account plans in Quip were essentially free-form documents. There was no standard methodology baked in. No visual org chart. No whitespace analysis engine. No deal scoring. Teams adapted a general-purpose tool to do a specialized job, and it worked, up to a point. Now that Quip is going away, the question isn’t just “where do we move our documents?” It’s: “What if we replaced Quip with a tool actually built for strategic account planning?” Why Quip Wasn’t Enough for Account Planning (Even Before the Shutdown) Let’s be fair to Quip, it was genuinely useful. But if you asked any enterprise account team what frustrated them, you’d hear the same things: No structured methodology. Account plans looked different for every rep. There was no enforcement of frameworks like MEDDIC, MEDDPICC, or LAMP. Managers couldn’t easily compare plans or coach consistently. Org charts were painful. Building and updating relationship maps inside a document was manual, fragile, and time-consuming. The moment your contact list changed, everything broke. Whitespace analysis required a spreadsheet. Figuring out expansion opportunities across a complex account meant exporting data and building pivot tables separately, not something a quota-carrying rep has time for. Salesforce data was supplemental, not central. Yes, Quip could embed Salesforce data. But the document was still the primary artifact. Account intelligence lived in Quip, not where deals were actually managed. Scale was a nightmare. Enterprise account teams managing 20, 50, or 100 strategic accounts needed a way to see portfolio health at a glance. Quip gave you a folder of documents. Not the same thing. Meet DemandFarm – Purpose Built for Key Account Planning DemandFarm is a strategic account planning platform is native to Salesforce and integrates with other leading CRMs like Hubspot, Dynamics, Zoho, Pipedrive etc. It was designed from the ground up for enterprise sales and account management teams who manage complex, high-value accounts – the teams who needed more than a document. Here’s what makes DemandFarm the natural successor to Quip-based account planning: 1. Purpose-Built Account Plans (Not Repurposed Documents) DemandFarm’s purpose-built account management tool replaces the free-form Quip document with structured, methodology-driven account plans. Whether your team follows LAMP, MEDDIC, Miller Heiman, or a custom framework, DemandFarm lets you standardize the planning process across your entire team. Every rep follows the same structure. Every manager can coach from the same playbook. 2. Visual Org Charts / Relationship Maps That Actually Stay Updated One of the most painful parts of Quip-based account planning was maintaining relationship maps. DemandFarm’s Relationship Mapping software lets you auto-build dynamic stakeholder maps: with roles, influence levels, relationships, and sentiment – directly from your Salesforce contact data. When contacts change in Salesforce, your org chart reflects it. No more rebuilding your map from scratch every quarter. 3. Whitespace Analysis Built In Quip forced you to build your own whitespace analysis in a separate document or spreadsheet. DemandFarm has a whitespace module that automatically maps which products or services have been sold into which accounts, identifies expansion opportunities, and gives your team a visual heatmap of where the growth is. This is one of the most direct replacements for what people hacked together in Quip. 4. Lives Inside Salesforce like Quip DemandFarm is built natively on Salesforce. Your account plans, org charts, and whitespace data all exist as native Salesforce objects – tied directly to accounts, opportunities, and contacts. There’s no separate tab to open, no sync to worry about, no data living in two places. Try out the DemandFarm app on the Salesforce AppExchange 5. Portfolio Views for Account Managers and Leaders Where Quip gave you a folder of documents, DemandFarm gives your sales leaders a portfolio dashboard, a real-time view of account health, plan completion, and expansion opportunities across every strategic account. Sales managers can instantly see which accounts need attention without opening twenty individual plans. 6. Collaboration Without the Chaos Like Quip, DemandFarm supports collaborative account planning, multiple stakeholders can contribute to and update a plan. But unlike Quip, the collaboration happens within a structured framework, not an open canvas. Comments, updates, and changes are tracked in context, not buried in document version history. Reach out to us anytime. We would love the opportunity to show you how DemandFarm can help you move on from Quip. Schedule a demo with the DemandFarm team here.
DemandFarm Features in the Gartner Market Guide for Account Planning Tools for the Sixth Year Running
Some recognition is a snapshot. Six consecutive years is a track record. DemandFarm has been named a Representative Vendor in the 2026 Gartner Market Guide for Account Planning Tools (published March 12, 2026, authored by Daniel Hawkyard and Danielle McKinley). This is our sixth straight inclusion since Gartner began covering this category. We think that’s worth unpacking, not just as a milestone, but as a signal about where the category is going and where DemandFarm fits in it. What the Gartner Market Guide for Account Planning Tools 2026 covers The Gartner Market Guide for Account Planning Tools defines the account planning tools (APT) market, outlines must-have capabilities, and profiles representative vendors that offer functionally complete solutions. The 2026 edition covers twelve vendors across a range of CRM models, geographies, and use cases. The report is a reference point for sales operations leaders, CROs, and RevOps teams evaluating purpose-built account planning technology, particularly as AI, RevTech consolidation, and key account management complexity reshape buying decisions. What Gartner says about DemandFarm The 2026 report notes several things about DemandFarm’s capabilities and portfolio: DemandFarm offers both native Salesforce products and out-of-the-box connectors to Salesforce, Microsoft Dynamics 365, HubSpot, Zoho, and Pipedrive. This dual CRM model gives enterprise teams flexibility that most vendors in the category cannot match. Our five-product portfolio: Account Planner, Relationship Maps, Opportunity Planner, Account Central, and Kampanion covers the full account management workflow: account planning, relationship intelligence, opportunity management, and AI-guided insights. Kampanion, our AI-powered assistant, is specifically cited for providing contextual account insights and identifying whitespace for growth. The report also highlights DemandFarm’s capabilities in predictive analytics, 360-degree customer intelligence, sentiment analysis, automated account reviews, and guided next-best-action recommendations for account managers. Our clients, including Wolters Kluwer, HCLTech, DHL, and Thermo Fisher Scientific, represent the sectors we serve: technology, services, logistics, and healthcare. What six years actually means The APT category has changed significantly since Gartner first published this guide. In 2020, account planning tools were largely associated with Salesforce-native frameworks, static plan templates, and manual org charts. Today, the market guide describes AI deployment, agentic workflows, whitespace analysis, relationship intelligence, and RevTech consolidation as the forces shaping the category. Buyers are no longer evaluating planning templates. They are evaluating whether a platform can guide account managers in real time, surface hidden risks, and systematically grow strategic accounts. DemandFarm’s appearance in every edition of this guide reflects consistent capability development across that entire arc. Our product suite today is not the same product we had in 2020. But our focus has never changed: the complex, high-value accounts that CRMs were never designed to grow. Where we’re headed Our roadmap, as noted in the 2026 guide, is focused on advanced AI capabilities, reporting improvements, and UX enhancements. Kampanion is central to that direction: an AI layer built specifically for account intelligence, not bolted on top of a sales execution tool. We believe the most important question in the APT market right now is not which vendor has the most AI features. It is which vendor’s AI actually makes account managers better at their jobs. That is the problem we are building toward. If you are evaluating account planning technology for your organization, we would love to have a chat.
Best Account Planning Tools for HubSpot (2026)
Why Your CRM Is Failing for Your Key Accounts Most B2B sales and teams running HubSpot have the same problem. The data is all there: contacts, deals, email history, activity logs. But when an account manager (AM) sits down to prepare for a strategic review, they are still pulling information manually, rebuilding org charts from memory, and writing account plans in ppts & spreadsheets that will be out of date before the meeting ends. This is not a data problem. It is a structure problem. HubSpot organises data for pipeline management. Key account management requires a different structure entirely: one built around relationships, expansion potential, stakeholder influence, and account-level strategy. Many KAMs kept telling us the same thing: “I know everything about my accounts. I just cannot get it out of my CRM in a form I can actually use.” That conversation has not changed in ten years. What has changed is that we now have the AI infrastructure to finally solve it. Three numbers define the business case for getting this right: > 70 to 80% of company revenue typically comes from the top 20% of accounts. > 36% higher customer retention for teams using integrated, purpose-built sales tools (Aberdeen Group). > 5x cheaper to grow revenue from an existing account than to acquire a new customer. If those numbers reflect your business, the tools your key account managers use are not a secondary concern. They are a revenue decision. Account Planning Tools for HubSpot Reviewed 1. Kampanion by DemandFarm Available on: HubSpot App Marketplace Best for: Strategic Account Managers, KAM teams, Sales Leaders Kampanion is the only tool in this category built from scratch for key account managers working with HubSpot CRM. Every other option either started as a generic CRM extension or a customer success platform that expanded into the KAM space. Kampanion started with the KAM workflow specifically and built outward from there. It connects to HubSpot and reads companies, contacts, deals, line items, products, email activities, and owners. It then applies an AI layer to organise that data into the formats a KAM actually needs: relationship maps, sentiments, health scores, account growth goals, expansion signals, account research, and a portfolio dashboard. Nothing requires manual assembly. The Core Problem It Addresses A KAM’s knowledge about a strategic account lives in three places: their CRM, their memory, and whatever slide deck they last updated before the previous QBR. The CRM has raw data but no structure for strategic thinking. The slide deck is already stale. Memory is not scalable. Kampanion connects to HubSpot and reads companies, contacts, deals, line items, products, email activities, and owners. It then applies an AI layer to organise that data into the strategic formats a KAM actually needs: relationship maps, health scores, expansion signals, account research feeds, and a portfolio dashboard. Nothing requires manual assembly. Relationship Maps and Org Charts Kampanion builds visual relationship maps directly from HubSpot contact data with no manual input. Each map shows organisational hierarchies and reporting lines, sentiment classification per contact, engagement heat data showing which stakeholders are active and which have gone quiet, AI-recommended next contacts based on deal stage and current relationship gaps, and path-to-power analysis identifying the most efficient route to the economic buyer. “DemandFarm helps me have a better understanding of the organizational chart for large strategic accounts. With more and more colleagues having touch points in these accounts, it is important that everyone is aligned on key players.” – Tim Carroll, Senior Account Manager, SomaLogic For accounts with eight to twelve stakeholders spread across departments and geographies, an accurate, current relationship map determines the entire account strategy. A flat contact list does not. “DemandFarm has made a huge difference in our ability to visualize complex organizational structures and better understand key decision makers and our exposure to them.” – Gardner Rordam, Senior Enterprise Customer Success Director, FullStory AI Account Research Before every significant account interaction, most AMs spend time scanning news, LinkedIn, and earnings reports to stay current. Kampanion automates this entirely. Its AI monitors two streams continuously. External signals: company news, leadership appointments, funding activity, earnings results, and regulatory changes relevant to the account. Internal signals: HubSpot activity patterns, deal progression, contact engagement levels, and email response rates. These combine into account-specific recommendations delivered to the AM on an ongoing basis. Every account interaction starts from a briefed position rather than a research session. Strategic Account Dashboard A Sales Leader should know the state of their entire key account portfolio in under two minutes without opening individual records. That is the standard we built the dashboard against. Kampanion’s key accounts portfolio dashboard surfaces real-time progress against account goals and revenue targets, health scores across all accounts with risk flagging, team-level visibility into relationship strength and engagement trends, and consolidated expansion pipeline across the full portfolio in a single view. “Using DemandFarm has transformed the way our team approaches account management. What I find most valuable is its ability to centralise all account-related information in one place. This has saved us a great amount of time and ensured that our entire team is on the same page when it comes to account strategy.” — Verified reviewer, G2 Upsell and Cross-sell Intelligence Kampanion analyses deal history, product adoption gaps, and contact engagement patterns to surface expansion opportunities within existing accounts. Revenue sitting in untouched product lines, uncontacted divisions, or contracts approaching natural expansion points becomes visible rather than something a KAM stumbles across by chance. “The tool is very easy to use and helps reps build a path to upsells in massive enterprise organisations. We are now rolling out the org chart feature to all sales reps to ensure they are multithreaded throughout an account and identify additional areas of opportunity.” — Allison Blasco Reiss, Regional Vice President of Enterprise Sales @ Demandbase (G2) 2. OrgChart Hub: Org Charts for HubSpot, Nothing More Best for: Teams that need stakeholder hierarchy visualisation only OrgChart Hub builds interactive org charts from HubSpot
Top 8 Key Account Management Tools Every Key Account Manager Needs to Grow Key Accounts
Successful key account management today requires smart key account management tools / technology to understand customers deeply, map relationships, and act quickly on opportunities. Unpredicatable global market dynamics, tariff wars, logistics disruption, AI explosion, pandemic, or constantly shifting client priorities are making key account planning harder. Your static slides and org charts go stale even before the rubber meets the road. Account managers need tools that automatically update plans, surface real-time risks and opportunities, and free them to focus on genuine relationship growth for sustained success in 2026. What should you look for in Key Account Management Software? When choosing Key Account Management tools or software, look for solutions that are AI-powered, centralize all account data, automate updates, and provide real-time insights on risks and whitespace opportunities. Strong relationship mapping, AI-driven recommendations, and seamless integration with existing systems help drive strategic growth and collaboration. User-friendly interfaces and customizable dashboards are essential to ensure adoption and efficiency across teams. The tools listed below take different approaches to Key Account Management, and any of them can be chosen based on the needs of the team using the tool. While some are CRM tools with enhanced functionalities, few are built with KAM as their focus. List of 8 Key Account Management Tools Every Key Account Manager Needs 1. DemandFarm DemandFarm is the world’s first agentic AI-powered and CRM-agnostic Key Account Management Software tool for account managers and sales leaders to manage and grow the top 20% of key customers. What it does DemandFarm helps thousands of sales leaders and account managers in global enterprises: – proactively uncover cross-sell & upsell revenue opportunities – methodically manage deal-critical strategic relationships – systematize opportunity management. DemandFarm seamlessly integrates with all popular CRMs, including Hubspot, Dynamics, Zoho, Pipedrive and Salesforce(native), ensuring a smooth transition into the existing workflow. The need for it B2B companies use DemandFarm to simplify key account management and make it predictable and scalable. Here are the pain points it addresses: – Systemize whitespacing through a visual representation of customers’ buying centers vs your offerings – Prevent the risk of losing important account knowledge and thereby the account itself – Gain better visibility of your growth/expansion opportunities by pulling in data from multiple apps in one place – Eliminate blindspots in key account relationships and let account managers spend 100% of their time on the right contacts – Makes account planning dynamic, proactive & real-time, so that you can track growth & course-correct on the fly See DemandFarm in Action 2. LinkedIn Sales Navigator Being the world’s largest professional network, LinkedIn boasts of 700+ million users in more than 200 countries and territories, and LinkedIn Sales Navigator uses this wide reach to keep its users up-to-date with the accounts, while identifying and connecting with important stakeholders and new prospects. What it does LinkedIn Sales Navigator provides more than 50 advanced filters to narrow down leads by criteria such as job title, seniority, company size, and recent engagement. Features like Account IQ and Lead IQ leverage AI to surface high-potential leads and relevant account insights. Real-time alerts notify users of job changes, content interactions, and other key signals that help time outreach precisely. Visual tools such as Relationship Maps clarify complex buying groups, while CRM integrations automate data syncing, reducing manual input and errors The need for it Being the preeminent social network has its advantages, and Sales Navigator provides more contact data than the limited access of the free version. Sales teams can unlock more people in their search results during prospecting. With buying circles growing and deals moving fast, Sales Navigator simplifies prospecting and helps account managers focus their efforts, ensuring no critical stakeholder or signal is missed in 2026. 3. Salesforce Sales Cloud + Account Plans Salesforce is a widely used CRM platform for managing comprehensive customer relationships and sales processes. Its Account Plans feature integrates strategic account planning directly into the CRM, aiming to streamline collaboration and organization around key accounts. What it does Salesforce Account Plans provide a centralized space to store account strategies, including a built-in SWOT analysis, goal setting with measurable metrics, and visual relationship mapping of stakeholders. The module supports real-time reporting through native dashboards, allowing teams to monitor account health and progress against objectives. Users can create multiple plans per account, customize fields and layouts, and automate workflows for tailored account management processes. The need for it While Salesforce Account Plans provide a foundation for organizing account strategies within the CRM, they tend to offer a surface-level approach that fails for managing complex, global key accounts. Limitations include: – Limited depth in managing complex relationships and nuanced buyer ecosystems – Lack of advanced KAM features like dynamic whitespace discovery and AI-driven prioritization – Heavy reliance on manual updates, risking stale or static plans in dynamic markets – A product roadmap that suggests KAM features receive lower priority within Salesforce’s broader ecosystem – Usability compromises due to the platform’s heavy customization, which can hinder key account manager productivity – Fragmented collaboration and insufficient account intelligence for proactive engagement Consequently, many organizations supplement or replace Salesforce Account Plans with DemandFarm that deliver deeper insights, proactive guidance, and advanced growth management to better handle strategic accounts. Salesforce Account Plans Explained in Detail 4. OrgChartHub OrgChartHub is a HubSpot-native tool designed to help account managers build and manage organizational charts directly within their Hubspot CRM. It provides a visual platform to map out complex buying centers, stakeholder roles, and engagement levels, supporting relationship-driven account management. What it does The tool offers a drag-and-drop builder for org charts, integrated into HubSpot. Account managers can tag contacts with roles like Decision Maker or Influencer, add placeholder contacts for unknown stakeholders, and view activity heatmaps that visualize engagement across the buying committee. By synchronizing with HubSpot company and contact records, OrgChartHub ensures charts stay current and actionable for prioritizing outreach and uncovering relationship gaps. The need for it In complex B2B sales and account management, understanding