Account planning tools (APTs) help B2B sales organizations improve sales outcomes such as revenue growth and customer retention throughout the customer life cycle. APTs help sales organizations in two unique and complementary ways. First, they improve seller precision and effectiveness by synthesizing information to provide a consistent, enhanced analysis of large, complex, multifaceted accounts. Second, they improve seller scale and efficiency by aggregating data from multiple accounts, enabling sellers to identify and prioritize expansion, upsell and cross-sell opportunities as well as risks to customer retention.

Account-Planning Tools

As business processes become increasingly advanced, providers are creating reliable partnerships to scale profitable and growing markets in the PRM industry. Providers that have a large number of partnerships need assistance to reduce the administration complexities caused when working with each other. Hence, PRM software can play a vital role in reducing these business complexities.
Partner relationship management (PRM) applications market as a set of tools used by providers to interact with their indirect channel partners on a one-to-one and one-to-many basis. PRM tools enhance communication, facilitate training, and support partner sales and marketing activities. PRM applications are used to help providers scale their partner programs and improve partner experience.
PRM applications help organizations to simplify and integrate the process of working with partners, thereby providing partners with resources and efficient communication to increase sales on an organization’s behalf. PRM applications streamline both the management distribution and deal registrations to help reduce costs and labor involved. In parallel, they increase partner satisfaction and reduce channel conflicts.

Partner Relationship Management Applications (Transitioning to Partner and Ecosystem Relationship Management Applications)

Generative AI (GenAI) apps use generative AI capabilities for user experience and task augmentation to accelerate and assist the completion of a user’s desired outcomes. Generative AI refers to technologies that can generate new derived versions of content, strategies, designs and methods by learning from large repositories of original source content. When embedded in the experience, generative AI offers richer contextualization for singular tasks such as generating and editing text, code, images and other multimodal output. As an emerging capability, process-aware generative AI agents can be prompted by users to accelerate workflows that tie multiple tasks together. Apart from helping save time and money, generative AI apps help improve branding of businesses by creating more engaging and effective content while also creating more engaging and immersive experiences for customers. Please note that this market is based on Beta research and is continuously evolving. We will be making changes as and when there are new updates.

Generative AI Apps (Transitioning to AI Knowledge Management Apps/ General Productivity)

Generative AI Apps

Sales force automation (SFA) platforms are AI-enhanced tools that streamline sales tasks, helping teams manage buyer interactions across various channels. By using AI, these platforms optimize sales activities with advanced analytics and actionable insights, improving contact, pipeline and opportunity management. AI features like machine learning and natural language processing enable platforms to predict customer needs, personalize strategies and guide sellers through complex processes. AI-driven tools aid in forecasting and decision making, allowing teams to anticipate market trends and customer behaviors. SFA platforms enhance the user experience for sellers, ensuring scalability and facilitating seamless buyer-seller interactions and shared customer experiences, and providing leaders with visibility.
SFA is a foundational sales platform implemented to automate and augment an organization’s core sales processes while utilizing AI and advanced analytics. It enhances the seller’s ability to engage with customers on all interaction touchpoints and devices. It not only optimizes sales-relevant tasks but also provides actionable next best actions for improved sales contact, pipeline and opportunity management.

Sales Force Automation Platforms

Generative AI (GenAI) model providers focus on developing and providing generative AI technologies and make them available to other developers, businesses and general public through APIs or commercial licenses. Generative AI refers to technologies that can generate new derived versions of content, strategies, designs and methods by learning from large repositories of original source content. This layer of vendors offers access to commercial or open-source foundation models such as LLMs and other types of generative algorithms (such as GANs, genetic/evolutionary algorithms or simulations). These models can be provided for developers to embed into their applications or be used as base models for fine-tuning customized models for their software offerings or internal enterprise use cases. This helps businesses gain the benefits of advanced generative AI technologies while avoiding the high costs, expertise requirements and time needed to develop these technologies in-house. Please note that this market is based on Beta research and is continuously evolving. We will be making changes as and when there are new updates.

Generative AI Model Providers

Gartner defines sales performance management (SPM) as a suite of applications that enable the implementation and administration of commission-based incentive plans for sellers and other revenue producers, with variable short-term incentives. Vendors typically offer seat-based platform access for sales operations leaders, frontline sales leaders, territory managers and finance roles. Clients may integrate SPM applications with their customer relationship management toolset for workflow and data connectivity, and for opportunity estimation to drive seller behavior.

Sales Performance Management

Salesforce Sales Cloud Reviews, Ratings & Features 2025 | Gartner Peer Insights

Evaluation and contract negotiation

Evaluation & Contracting

Timely and complete response to product questions

Pricing and contract flexibility (pricing and terms)

Integration and deployment

Integration & Deployment

Ease of integration using standard APIs and tools

Quality and availability of end-user training

Ease of deployment

Service and support

Service & Support

Timeliness of vendor's response

Quality of technical support

Quality of peer user community

Product capabilities

Product Capabilities

Scalability

Integration

Customization

Ease of deployment, administration, and maintenance

Additional Context

Salesforce Sales Cloud

Salesforce

Squivr Playbook

Squivr

Squivr Salesforce Org Charts

Org Chart

DemandFarm

Account Planner

Prolifiq

Altify

Korn Ferry Sell

Korn Ferry

50M - 250M USD

<50M USD

250M - 500M USD

500M - 1B USD

10B - 30B USD

Gov't/PS/ED <5,000 Employees

1B - 3B USD

3B - 10B USD

30B + USD

ACCOUNT DEVELOPMENT REPRESENTATIVE

It is a very nice platform but with lots of restriction as well.

MANAGER, SALES

My experience with Salesforce Sales Cloud is positive. There are a lot of features so it's always interesting how different folks on my team utilize the tool to best serve them.

Gainsight

Other...

SalesMethods

Kapta

Valkre

Revegy

Upland

Next Quarter

Holden

VP, Marketing & Retail Sales

It is very demanding to customize and to add new functions/products.

Project Manager

im aware this tool has scalability capability which is why we use it. It should be improved for users to understand the power and more visible training for on boarding 

Global CISO

Very good solution intended for straightforward and articulated needs. While the initial implementation process leaves a lot to be desired, once it's fine-tuned SSC can easily support all customer relations management processes and activities in up to medium size organisation. 

PRODUCT SUPPORT MANAGER

Using Salesforce Sales Cloud for any customer facing teams is a very helpful tool and a great asset. Due to the extreme number of things you can do, any type of workflow could probably fit within the service. I must however admit that gettings tarted and learning how to use Salesforce is very hard and overwhelming. 

ENGINEER

Helps me a lot in efficiently plan my account strategy without re-defining the basics each time

Business Development Associate

Super easy to use. I use it on a daily basis and don't know what I would do without it 

Senior Consultant

Overall experience with salesforce cloud was outstanding, it is highly customisable and we can develop our dashboard as per our requirements all data fields we can pull in which were very helpful and its user interface is very powerful and very user friendly I will definitely recommend it to others .

Design Manager

One of the amazing products available out there for our team gives a lot of options to customize and manage our leads gives better solutions for the analytics according to trends in the market and also gives easy integration with not only sales but designers too. 

Active

Find the top Account-Planning Tools with Gartner. Compare and filter by verified product reviews and choose the software that’s right for your organization.

50M-1B USD

1B-10B USD

10B+ USD

Gov't/PS/Ed

ACCOUNT EXEC

Incredible powerful software that can help your team improve communication, speed of doing business, and reduce costs.  There are multiple use cases for the application so it does require a significant time investment to become best in class.

Engineer

Experience this company holds is exceptionally commendable. It's reflected in the products we use. Extremely satisfied and the regular updates are the best part. End to end support is very good. From initial step to the end it fits.

MARKETING MANAGER

Powerful tools, but customization can be complex and learning 

MANAGER

The platform is stable and provides a clear layout to data that has been presented. I do wish report customization was easier.

QA ENGINEER

AWS cloud9 is user friendly tool and low in operational cost. Also, the free trails are very useful. It is much easier and faster compared to other tools. High learning provider.

It was a seamless integration, though the initial set-up took some time and good customisation options as per the industry's costly services and after-sales support. 

Account Executive

I love working and servicing my customers in Salesforce. It is one of the top tools I use each day to find new opportunities, grow pipeline and close new business. I couldnt do my job with out Salesforce. 

Business Development Specialist

As a user of Salesforce, the overall experience is amazing. The dashboard and analytics tools are extremely important for my day to day work

Customer Success Manager

Good tool for sales and CSMs, very complete, lots of options. However the high amount of customization options can make it hard to use sometimes, it can take some time to find what you are looking for.
to me it's the best option on the market at the moment

ACCOUNT EXECUTIVE

The connected apps make salesforce so much easier with being able to connect with different platforms to pull in information to help the salesperson succed. 

The go to sales CRM - easy to navigate as an end-user. All customer information in one place.

Salesforce Sales Cloud is a software solution designed to support sales process management for businesses by providing tools for contact and lead management, opportunity tracking, and workflow automation. The software enables users to organize customer information, forecast sales performance, and manage pipelines. It features customizable dashboards and reporting to assist with data-driven decision-making, while integration capabilities connect with other applications to streamline operations. Salesforce Sales Cloud addresses challenges related to sales cycle visibility and process efficiency by centralizing customer data and enabling teams to collaborate on sales activities. The software supports mobile access and offers tools for configuring sales automations and approvals.

Salesforce is a company that integrates artificial intelligence with customer relationship management and data to create solutions for customer-related concerns. Salesforce's primary business problem is to enhance the interaction between businesses and their customers by leveraging technology.

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