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Prosperous Account Strategy for Salesforce.com

A Repeatable Process for Winning More Business

Overview

See How Prosperous Account Strategy for Salesforce.com Works

  • • Account Performance – visualize revenue, year over year, within the account, to determine additional opportunities needed to achieve your revenue goals

  • • Product Mix – visualize the key solutions to build a solution-based strategy with your account team

  • • Assess Stakeholders – visualize key stakeholders, lines of reporting, and influence within the account to provide account teams an at a glance view of potential relationship weakness

  • • Business Initiatives –capture the key initiatives the account is focusing on, to ensure all your team’s opportunities are supporting the account to achieve their goals

  • • Strategy and Action Planning – capture strategic objectives for the account, the actions and resources required to achieve objectives

  • • Dashboards and Reporting – visualize the impact account planning is having on the business with an interactive dashboard and robust suite of reports

  • • Supports Richardson's exclusive Prosperous Account Strategy methodology and training

Prosperous Account Strategy for Salesforce provides account managers with tools to execute a repeatable and practical methodology for winning more business in strategic accounts and elevating the level of relationship within those accounts. The outcomes of this methodology are higher levels of sales revenue, a greater share of spend within the account, and more efficient use of resources, thereby, lowering the cost of sales and improving margins on business in that account.

Categories

Business Needs
Sales
Collaboration
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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