I can create Opportunities for different levels of probabilities, Keep opportunities in various levels of confidence. We integrated DF with our internal company CRM called CMS. Review collected by and hosted on G2.com.

While creating the opportunities, the commitment to the numbers is for both prospects and numbers associated with the chance. Should have some provision to have the opportunity with a committed bucket with non-commit numbers related to option. Review collected by and hosted on G2.com.

The dashboard feature they have added to the initial account planning page has been very useful. The tool has become a useful strategic planning tool instead of a static plan. Working through different scenarios gives me a single vision of each account that I can't really get anywhere else. Review collected by and hosted on G2.com.

Some features seem antiquated, but we have been able to find workarounds. For instance the Account Plan submission. Once the plan is submitted it cannot be changed. That is just not how business is done. Things are always changing and being able to capture everything inside of this tool is key. Review collected by and hosted on G2.com.

Org chart is my favorite part of the tool. I also like the overall account profile to see at a high level where we are at in an account. The Salesforce integration is grat as well. Review collected by and hosted on G2.com.

The heatmap could be easier to use if you could add buying centers from the actual map and the communication matrix needs the ability to add an activity straight through the matrix page. Review collected by and hosted on G2.com.

The integration of the different modules makes it a valuable instrument for organisations to manage, monitor and adapt customer planning. It gives a total transparent overview of all activities based on relationships with the different players in the power base. Push the button and the complete account plan appears! Review collected by and hosted on G2.com.

Some graphical representations could be improved. Review collected by and hosted on G2.com.

At my previous company (a SaaS startup operating across global markets), we had reached the point in our growth where a more sophisticated approach to account planning and management was necessary for both our sales and customer success teams. As longtime Salesforce users, finding a solution that was highly integrated or even native within the CRM was crucial, and DemandFarm was a quick and easy choice. After a simple and painless implementation, our team was immediately able to really take our operations to the next level when it came to our larger and more complex accounts.

The DemandFarm team was always prompt, courteous, and helpful. Allen was a pleasure to work with as both a prospect and customer, and I won't hesitate to do so again in future roles requiring a product such as theirs. Review collected by and hosted on G2.com.

I don't really have much to add on this side. For some more unique and unusual internal data structuring, we had to get some custom assistance, but that was fully on our end. DemandFarm was completely accomodating with getting us set with these, so no things to dislike from my perspective. Review collected by and hosted on G2.com.

The flexibility of the tool and the deployment team. Demand farm allows you to shape the account plan to the needs of your business while offering best practices to guide you along the journey. Review collected by and hosted on G2.com.

It is not always apparent what is and what is not customizable out of the box. Review collected by and hosted on G2.com.

Best account planner for keeping track of account health on an individual deal level provides detailed account info with an option to analyze the growth and health of your account. Users can easily track and compare their financial gain and customize it as per their needs. It is easier to keep track of meeting with stakeholders monthly with this account planner. Planning growth strategy and comparing it with actual growth just got easier with demand farm's account planner.

Overall, great user-friendly experience. Fast and up to date as per market requirement. Review collected by and hosted on G2.com.

Nothing to dislike yet! Highly recommended !!! Review collected by and hosted on G2.com.

It has allowed us to strengthen our go-to-market strategies and equipped our frontline teams with the necessary information and data to have meaningful and value-adding conversations with our clients. Review collected by and hosted on G2.com.

DemandFarm is still growing and evolving so there are still a lot of opportunities to improve the overall user experience. But it is also good to be catching DemandFarm at this stage because they're very receptive to our requests and recommendations. Review collected by and hosted on G2.com.

The structure of the campaign summary and the different options on how. to view it. It is also incorporated in Salesforce directly so it is easier to access anytime. Review collected by and hosted on G2.com.

I dont really dislike but I feel there is a way to improve it in such a way that it should be part of daily check for every sales or cs person in the company like daily logs or use it more on the opportunities' part. Review collected by and hosted on G2.com.

Heatmap

Org chart

Right now these are the only modules that are near working the way they need to therefore I can't add any other modules to this list. Hopefully, once we've completed our review of the tool and roll it out again it will improve. Review collected by and hosted on G2.com.

1) Navigation - there are too many ways to navigate. When you move into "Plan" navigation changes again - very confusing.

2) The tool requires quite a high level of training and skill in order to complete the basics. This was not accounted for in our deployment and therefore we have busy Sales people who now need to become tooling experts as the required support is not in place.

3) Plan section is too open and not structured enough, therefore, our Account Plans are not standard - standardisation was a key objective of deploying DF. I appreciate that our dev team may have requested this. Lesson learned = I recommend the Demand Farm guides customers towards a more structured approach.

4) Dependencies on other tooling like SF / EAC were not understood therefore some modules are not effective or working at all in some cases. Review collected by and hosted on G2.com.