Prosperous Account Strategy for Salesforce.com

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