Account Planning made
Effective, yet Easy

Account Planning Software

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SalesforceMS Dynamics

Data-driven and real time Account Planning
for collaboration

Native to your CRM

key account management software native to salesforce
key account management software native to microsoft dynamics

For Account/Sales Managers

  • Enhanced productivity by eliminating the clutter of Excel sheets/ PowerPoint slides
  • Improved account intelligence that enables insightful opportunity pursuits

For Sales Leadership

  • Pre-built dashboards with on-demand reports for account review and governance
  • Adapted and institutionalized  to your methodology/ process with change transition support

For Sales Operations

  • Unified tracking and reviews with standardized operational reporting
  • Enables collaboration with aggregated data across multiple key accounts

Lets make Account Planning simple, yet powerful

1. Analyze

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

2. Plan

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

3. Grow

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

Trusted by global brands

Used by thousands of account managers globally

Benefits

Methodology

What it does

DemandFarm’s proprietary FarMing ® Engine configures to integrate with any existing sales methodology you may be invested in – or we can set one up for you

What you get

  • Operationalize and follow-through with sales methodology beyond training sessions
  • Systematic approach to core key account management process – maximize operational efficiency across global teams

Integration

What it does

  • Easy to deploy SaaS Model
  • On the cloud
  • Native to Salesforce
  • Can be integrated with any CRM

What you get

  • Data security
  • Easy data access anytime, anywhere
  • A plug-in app that maximises your investment in CRM

Customer Success

What it does

  • Dedicated post-deployment Training and On-boarding team
  • On the cloud
  • Native to Salesforce
  • Can be integrated with any CRM

What you get

  • Higher uptake, smoother adoption
  • Better ROI with key account management strategy
  • Skills up-gradation
  • Seamless On-boarding

Rated 4.8/5 in Salesforce Appexchange

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Reviews

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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

Quote

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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Know how DemandFarm makes key account management digital and simple, yet powerful.


Clients

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Know how DemandFarm makes key account management digital and simple, yet powerful.