Effortless Process.
Effective Outcomes.

Account Planning made Digital

  • Account planning inside Salesforce. Its true!
  • Insane reporting capabilities. Go crazy!

Trusted by leading enterprises

Thousands of account managers use DemandFarm everyday

Salesforce Top 10 Business Apps

Digital Account Planning category
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EXCELLENT ACCOUNT & CONTACT MANAGEMENT TOOL

“Demand Farm is an excellent tool for account management, friendly and with frequent improvements. The team is always available to support.”

★★★★★

-Martha Aguilar

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COMPREHENSIVE & USER-FRIENDLY

“Demand Farm’s Account Planner app, combined with Org Chart app, provides a comprehensive and user-friendly application for simple or complex account planning”

★★★★★

- Donny Reblitz

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GREAT TEAM

“Demand Farm is an excellent tool for account management, friendly and with frequent improvements. The team is always available to support.”

★★★★★

-Martha Aguilar

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EXCELLENT TOOL

“Demand Farm’s Account Planner app, combined with Org Chart app, provides a comprehensive and user-friendly application for simple or complex account planning”

★★★★★

- Donny Reblitz

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Request a Demo to understand why Gartner named DemandFarm as one of the  leaders in the Digital Account Planning category

Enabling YOU to Unlock Account Growth

The DemandFarm Key Account Management Software is built to digitize your Account Planning & Tracking

Challenges

  • Key Account data and intelligence is spread across the organization is disparate systems.
  • High level of manual effort is required to create and manage account plans in PowerPoint and/or Excel.
  • Account Plans are static and do not automatically pull current data; e.g Contacts & Opportunities from CRM, Financials and NPS scores from external systems, Relationship Insights and Competitor Intelligence.
  • Creation effort and management of separate documents and versions do not allow for a continuous account tracking and progress analysis.
  • Lack of unified Financial Planning, Relationship & Account Strategy along with Action Planning.
  • Inefficient Portfolio mapping & Whitespace analysis.
  • No intuitive way to visualize to analyze and improve relationships and manage multi-level engagement with clients.

Benefits

  • Digital Account Planning Tool within your CRM eliminating separate documents.
  • Intuitive, Simplified and Definitive approach to building Account Plans.
  • Automated live data usage from your CRM and other systems within your ecosystem.
  • Streamlined ability to Analyze, Plan and Track in real-time.
  • Instant access to right data, reporting, dashboards and analytics.
  • Account Heatmaps to identify new cross-/upsell opportunities across portfolio
  • Deeper, wider and richer Executive relationship development through data-driven value creation.

Challenges

  • Consistent adoption of pre-existing Methodologies, Frameworks and/or Templates across Sales teams
  • Inability to establish repeatable processes and scale globally
  • Inefficient governance, reporting and measurement across Key Accounts
  • Lack of seamless integrations across systems and data silos
  • Online Key Account reviews along with custom export options
  • Missing trends and insights for data-driven decision making and setting the right strategic focus
  • Inadequate internal cross-functional partnerships

Benefits

  • Easily configurable, highly customizable to meet your existing account management processes. A dedicated Customer Success Team for continued value-realization
  • Facilitation of Process Standardization and Scalability in your account management practices
  • Technology enabled ‘proactive (iterative) institutionalization’ through standard and systematic approach to core processes to potentially eliminate gaps in communication, interpretation, accountability, and deliverables
  • Frictionless integrations and automated workflows to connect and reuse existing data
  • Single-click reviews along with customizable and multi-format export options
  • In-App Insights, Nudges and Recommendations for your teams to be more Effective
  • Action plans, Playbooks, Status Reports, Relationship Maps and more to unite internal teams around a common action plan for achieving revenue growth, service excellence and relationship advantage

Challenges

  • Unavailability of on-demand, collated and high-quality in-depth account intelligence
  • One-stop access to Account Plans & Strategies across overall portfolio (Financials, Intelligence, Goals, Communication Plans, Competitive Strategy)
  • Anytime visibility & transparency on Key Account status, progress and achievements
  • Online reviews along with multi-year overviews and historical analysis across accounts
  • Effortless understanding of account and relationship dynamics for new account teams and cross-functional teams
  • Retention of Account Intelligence (KAM changes)
  • Holistic and systematic Customer Revenue Optimization along with Predictable Revenue growth

Benefits

  • Multi-service Grandstand & Farming Engine® for comprehensive Trends, Analysis and Actionable insights
  • Ability to stratify the overall portfolio from within your CRM and focus on the Right Customers for Strategic Advantage
  • Improved data quality & real-time accessibility for Increased flexibility and adaptability to shifting customer priorities
  • Annual Account Plans for planning, targeting and orchestrating activities to achieve targets and improve hit rate
  • All in one view for cross-functional collaboration
  • Qualitative Relationship Mapping, Communication Matrix, Account Intelligence and Competitor stacking all entrusted to ‘Enterprise Memory’
  • Consolidated reporting to facilitate proactive intervention and decision making for revenue optimization ( growth and minimizing revenue attrition)

Key Modules that Institutionalize Account Planning

Empower account managers to drive account planning effortlessly and with complete clarity.

Relationship Maps

Build visual org charts of your customer organization within your CRM.

Map opportunities to contacts, see the decision-making power & the budget your Champions or your Detractors hold.

Add qualitative attributes to map and leverage the influence your contacts wield on each other to close opportunities faster.

The Communication Matrix lends key insights into the communication & interaction patterns between your team and customer touchpoints.

Analyze the volume and level of connect to determine the maturity of your relationship with account and optimize your communication strategy to maximize ROI.

Grandstand

Aggregated view of Trends, KPIs and Actionable Insights across the Key Account portfolio for leadership to make data driven decisions.

Review Dashboards and Reports across all dimensions: Revenue, Engagements, Opportunities & Relationships.

Identify revenue at risk for proactive intervention.

Drill down capability to view desired data at granular levels. Drive account centric effectiveness,sustainable and predictable revenue growth.

Account Plan

Account Heatmaps

Relationship Maps

Build visual org charts of your customer organization within your CRM.

Map opportunities to contacts, see the decision-making power & the budget your Champions or your Detractors hold.

Add Qualitative attributes to map and leverage the influence your contacts wield on each other to close opportunities faster.

The Communication Matrix lends key insights into the communication & interaction patterns between your team and customer touchpoints.

Analyze the volume and level of connect to determine the maturity of your relationship with account and optimize your communication strategy to maximize ROI.

Grandstand

Aggregated view of Trends, KPIs and Actionable Insights across the Key Account portfolio for leadership to make data driven decisions.

Review Dashboards and Reports across all dimensions: Revenue, Engagements, Opportunities & Relationships.

Identify revenue at risk for proactive intervention.

Drill down capability to view desired data at granular levels. Drive account centric effectiveness, sustainable and predictable revenue growth.

A Strategic Approach to Account Planning done right

Explore the methodology and essential features to strategically grow revenue

White Space Analysis

  • See the big picture and details – 360-degree clarity to anticipate opportunities, build the right capacities and align resources
  • Zoom-in to Account Plans to know where to cross-sell and up-sell
  • See where you are selling (or where you are not) – Can be customized according to services or customers
  • Build the Account Plan, business case or plan capacity accordingly

Relationship Mapping

  • Know the decision-makers, influencers and detractors to connect externally or leverage internally
  • Understand which relationships should be built and which can be deferred
  • Know how to invest time, effort and resources according to the relationship

Communication Matrix

  • Capture all your interactions to sketch the communication pattern
  • Create insightful visualizations of frequency, width and level of interaction with the Accounts team
  • Create a detailed assessment and review of play at the operational or strategic level

Account Segmentation

  • Strategically segment accounts based on the relationship and attractiveness
  • Understand how you can scientifically configure attributes to segment all accounts into – Star, Strategic, Status & Ignore categories

Competitor Stacking

  • Assess competition footprint within individual accounts
  • Qualitative analysis of your competition strengths & weaknesses and plan of action against each of them
  • Wallet Share Analysis to check actual account spends on competition vis-à-vis your organization

Annual Account Plan

  • Build your digitalized Account Plan with growth strategies for buying centers, engagements, financials and revenue goals
  • Get the insights you need to plan and set targets for your account
  • Take data-driven decisions on over-investing/ under-investing/ appropriately investing in the account relationship
  • Get clarity on current revenues and setting targets

Account Tracker

  • Get actionable insights to take the right strategic calls at the right time
  • Have the data that you need to check progress against plans
  • Get the ability to actively engage with internal stakeholders on goals and deliverables
  • Build a proactive system to check deviations and course correct

Farming Engine

  • Get improved understanding of the health of the relationship, farming and mining effectiveness
  • Understand the key metrics derived to know the progress in the account such as growth, target achieved, cross-sell and up-sell opportunities

Grandstand

  • Know the trends of all your accounts with data-driven insights in a single dashboard
  • One place for leadership to review multiple key accounts anytime, anywhere
  • Focus on strategy and innovation by connecting the dots for the big picture
Only interested in Relationship Mapping?  Build an Org Chart inside Salesforce for FREE
SOLD?  Check out Pricing now

Committed to Customer Success

Our Customer Success team is here to ensure that you are getting the most out of DemandFarm.

We never drop the ball !

  • Technical in-app guidance and user group on-boarding
  • Adoption support with user training for sales teams
  • Product configurations and customizations based on your current sales methodologies
  • Account Centric Sales Effectiveness(ACsE) Assessment and guided workshops

THE APPROACH

Think long-term for a sustainable solution and act proactively

  • Liaise with customers to configure and customize our solution as per existing processes
  • Persona-based and phased-out approach for user onboarding to deliver promising results
  • Multiple channels for user engagement including webinars, 1-1 sessions, sharing best practices to boost adoption

UNIFIED SUCCESS

Client Success = Our Success, our Customer Success

  • Go-live plan with clear objectives and milestones defined at the start of the engagement
  • Milestone checks for every stage of the onboarding process and beyond
  • QBRs with key stakeholders to keep a check on value realization

Account Management Software

Utilize the account management software tools and systems for robust lead management and account management features.

Account Management Tools

The account management tool helps you quantify the potential value of different accounts by making it effortless to handle several accounts and territories.

It helps you regulate sales processes across different departments and companies within a single account and provides easy management when multiple sales representatives are involved.
It also helps to compare your reports and analytics to your strategy and goals.

The account management tool gives you the ability to access the information you need instantly to make decisions without relying on other teams for data transmission.

The tool integrates with your existing CRM making account management easier.

Account Management Systems

Account management systems uncomplicate the overseeing of pipeline accounts with varying complexity and structure.

This management system helps monitor the progress of an account.
It is used to flag an account when it needs particular consideration or trigger it when deadlines are missed. It is also used to exhibit independent account breakthroughs.

The inclusion of account management systems helps your account managers manage their tasks and time better and increase productivity.