Hello.
We had activated the Salesforce native account plan however, the lack of some customization does not make it useful for us.
Is anyone using
https://www.demandfarm.com/blog/best-quip-alternative-for-account-planning/?
What is your general feedback on this? For example we would like the ability to customize org charts.
Likes?
Dislikes?
Thank you,
Nancy
#Salesforce Admin #TrailblazerCommunity #Account Planning #Salesforce #Salesforceadmins #Salesforcecommunity #Salesforceadministrator #Other Salesforce Applications
Hi Nancy,
Based on current market reviews (Gartner, G2, Capterra) rather than personal use, here's an honest picture on DemandFarm specifically for org chart customization:
Strengths reported: DemandFarm's Org Chart module is consistently rated among the strongest on AppExchange (5/5 rating cited across review sites) — it auto-builds org charts from Salesforce contacts, supports drag-and-drop editing, auto-syncs when contacts/titles/account team assignments change in Salesforce, and lets you set rules for which fields display to reduce clutter. It's also genuinely native — plans, org charts, and whitespace data live as Salesforce objects tied to your Accounts/Contacts/Opportunities, not an external tool bolted on.
Things worth knowing before committing:
- Licensing is modular. Org Chart, Account Planner, and Opportunity Planner are often licensed separately, so pin down exactly which modules your quote includes — people frequently report higher-than-expected total cost from assuming one module included the others.
- It's built for large/strategic key accounts. Reviews note it can feel like overkill if you're managing a broad, lighter book of business rather than a focused set of strategic accounts — worth confirming it matches your actual account portfolio size/complexity.
- On G2, head-to-head against
Prolifiq.aiCRUSH, reviewers rated Prolifiq somewhat higher overall (4.7 vs 4.4) and preferred its feature roadmap direction, though DemandFarm's org chart specifically remains well-regarded in isolation.
Other org-chart-capable alternatives worth comparing against, since you're evaluating options:
- Prolifiq CRUSH / Prolifiq Relationship Map — fully native to Salesforce (not just integrated), straightforward drag-and-drop org chart builder directly on the account page.
- ARPEDIO — similar strategic account planning focus to DemandFarm, also Salesforce-native.
- Squivr — specifically for org chart/hierarchy visualization if that's your primary need rather than full account planning.
Given your stated need is specifically org chart customization (not necessarily the full KAM suite), it may be worth demoing Prolifiq's org chart module alongside DemandFarm's — several reviewers rate it as a simpler, fully-native alternative if you don't need DemandFarm's broader account-planning/whitespace features.
