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Prosperous Account Strategy for Salesforce.com

A Repeatable Process for Winning More Business

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Paid Add-On Required  

Payment required for external services or products

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Business Need
Sales
Collaboration
Requires
Sales Cloud

Highlights

• 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

Provider Details

Richardson
Philadelphia, PA, USA

For far too long, companies have had to deal with a big disconnect between their training and their actual sales strategy, culture, systems, and customers. To make real change happen, you need more adaptable content, more useful technology, and more visible progress. That’s why industry leaders all rely on Richardson. And it’s how our clients find more customers, win more opportunities, and grow their most strategic accounts.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

The Prosperous Account Strategy tool and training is delivered through live instructor-led training (ILT) workshops, via virtual instructor-led training (VILT) sessions, or online through on-demand eLearning and video-based content.

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