The Gary Smith Partnership
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GSP Product Manager replaces the standard Add Products page, making it add products, bundles, and packages to opportunities and quotes. - Presents large product catalogs in an organized tree structure. - Enables salespeople to add product bundles and groups to opportunities. - Intuitive system administrator wizard for creating product bundles. - Integrates seamlessly with GSP Volume Pricing to manage quantity-based discounts. - Supports product selection on opportunities and quotes.
Ensures accurate pricing every time by automatically calculating volume-based prices and discounts in Salesforce. Fully supports banded, tiered, and customer-specific pricing models. Gain detailed reporting on discounts and margin impact. VOLUME PRICING ✔ Create band and tier-based pricing models. ✔ Use an intuitive wizard to set up discounts quickly. ✔ Control exactly when new pricing arrangements take effect. DISCOUNT VISIBILITY ✔ Gain full visibility into discounts applied by sales teams. ✔ Track discount activity by product, customer, and salesperson. ✔ Use detailed reporting to analyze and improve margin performance. EASY TO USE ✔ Volume-based discounts are calculated automatically. ✔ Option to override auto-calculated pricing when needed. ✔ Control overrides through configurable approval processes.
Adds the missing Target tab to your Salesforce environment, tracking sales and pipeline coverage at the salesperson, team, company, and product levels. Fully automated and easy to use, it delivers clear visual insights into quota attainment. TARGET AND QUOTA ✔ Compare won and pipeline revenue against individual, team & product targets ✔ Identify quota gaps early and act before it’s too late ✔ Analyze performance trends over time to improve performance NO EXTRA WORK FOR REPS OR MANAGERS ✔ Opportunities and Products automatically link with targets ✔ Simple to use Target Creation Wizard ✔ More powerful and easier to use than the Forecasts tab OVED BY SALES LEADERS ✔ Powerful reports and dashboards provide complete visibility of sales targets ✔ Delivers the insights needed to manage performance effectively ✔ Helps predict quota attainment and highlights areas at risk
Create actionable account plans for strategic customers directly in Salesforce. Designed for ease of use, it also delivers powerful key account planning capabilities, including contact heat maps, objective tracking, whitespace analysis, and revenue KPI's. EXECUTABLE ACCOUNT PLANS ✔ Define clear goals and measurable objectives for key customers. ✔ Track stakeholder relationships and influence using heatmaps ✔ Conduct whitespace analysis ✔ Compare revenue versus account-specific targets. SUPERB ACCOUNT PLANNING FEATURES ✔ Whitespace analysis, stakeholder mapping, account segmentation, and more. ✔ Automatic linkage between opportunities and account plans. ✔ Account Health Reviews to monitor continued account progress. FLEXIBLE ACCOUNT PLAN TEMPLATE ✔ Tailor the account planning template to match your specific business needs. ✔ Link internal teams and key stakeholders to each account plan. ✔ Customize pre-built reports and dashboards to suit your process.
Product Schedules that forecast revenue or quantity over time. Easier to use and more feature-rich than standard Salesforce schedules. Built-in reports and dashboards give complete visibility of scheduled revenue and quantities. PRODUCT SCHEDULES ✔ Quickly create revenue and quantity schedules ✔ Choose straight-line, S-curve, or pro-rata templates ✔ Built-in features to support advanced scheduling needs ✔ Schedules automatically adjust when Close Dates change. REVENUE AND QUANTITY SCHEDULES ✔ Much easier for salespeople than standard product schedules ✔ Comprehensive Reports & Dashboards ✔ Easy to use interface ACCURATE FORECASTING ✔ Fine-tune product schedules to reflect ramp-up rates and seasonal variations ✔ Compare actual revenue against forecast product schedules ✔ Track schedules against individual and team targets
The GSP Subscription Manager app provides everything you need to manage evergreen and renewal subscription products in Salesforce. It includes full renewal management, support for product bundles and groups, and advanced MRR and ARR metrics. RENEWAL MANAGEMENT ✔ Proactive renewal workflows to reduce churn. ✔ End-to-end subscription lifecycle management. ✔ Full support for renewal and evergreen products. ANALYTICS AND FORECASTING ✔ Advanced MRR and ARR reporting. ✔ Churn analysis and customer lifetime value insights. ✔ Recurring revenue forecasting and performance tracking. IMPROVED PRODUCTIVITY ✔ Automatic creation of renewal opportunities. ✔ Ability to implement price change rules in advance. ✔ MRR schedules automatically update when opportunity product values change.
The Gary Smith Partnership Reviews
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What is The Gary Smith Partnership?
At The Gary Smith Partnership (GSP), we develop Salesforce-native applications that address business challenges relating to sales team effectiveness, sales operations efficiency, and forecasting accuracy. GSP apps enhance and extend Salesforce capabilities and optimize processes critical to selling and effective sales leadership. The focus of GSP's Salesforce apps includes product selection and bundling, volume pricing, cross-selling and upselling, account management, revenue and quantity scheduling, tracking sales and pipeline coverage versus target, and forecasting visibility and accuracy.
