crm selling tools

Account and Opportunity Planning CRM-Enabled Workflow Tools

Ensure your sales team applies the right skills at the right moment to win the sale and drive revenue.

Help Your Team Keep Up with the Pace of Selling

In today’s fast-changing world, sales professionals need the right combination of skills and tools to identify opportunities, plan strategic accounts and build relationships. We support our clients beyond the classroom by offering tools that seamlessly integrate into your existing CRM workflow to enable sellers to apply the skills they’ve learned, adapt to the needs of buyers and close more deals.

Opportunity Planning Tools

Our opportunity planning tools integrate directly into your CRM to allow your sales team to apply the skills they’ve learned to target, pursue and close potential deals more effectively.

Account Planning Tools

Richardson's Prosperous Account Strategy Tool is a Salesforce native application that helps account managers build relationships, improve retention and grow revenue in key accounts.

Keep Reading - Learn More About How CRM-enabled Workflow Tools Drive Results