Native vs connected: the test
Native: data stored in Salesforce custom objects. App is built on Lightning. No external database.
Connected: data stored in vendor's database. Salesforce integration via API. External UI.
Test: install the app and log out of Salesforce. If the app's data disappears, it's native. If it persists in a separate URL, it's connected.
The native account planning apps
1. Prolifiq CRUSH. Native. Plan template, relationship mapping, whitespace, all on the Account object.
2. Altify (Upland Altify). Native. Mature feature set; smaller install base post-acquisition.
3. Arpedio. Native. European focus.
Why this list is short
Truly native account planning is hard to build. It requires deep Salesforce platform expertise.
Most account planning vendors found it faster to build standalone and connect via API.
The result: only a handful of genuinely native options exist.
Why native matters
No second login. Reps stay in Salesforce.
Data integrity. No sync gaps.
Lower TCO. One platform license.
Survives CRM evolution. No migration project when Salesforce changes.
Frequently asked questions
Which account planning apps are truly Salesforce-native?
Prolifiq CRUSH, Altify, and Arpedio. Most other vendors are connected apps.
How do I verify an app is native?
Native apps store data in Salesforce custom objects and run inside the Salesforce UI. If the app has a separate login URL, it's connected.
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