Accelerate Workflow Tools

by RichardsonSalesforceFreemium

Apply selling methods in Salesforce Platform workflows for opportunity planning, customer calls, and coaching.

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PRICINGFreemium
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
Accelerate Workflow Tools — screenshot from the Salesforce AppExchange listing

What it does

Accelerate Workflow Tools embeds tools in seller and manager workflows in Salesforce Platform. Sellers can prepare for customer interactions, apply dialogue models during conversations, and assess next steps afterward. The tools support Sprint Selling and Consultative Selling, with configuration determining which tools users receive. They include opportunity scoring, call planning and reflection, coaching conversation planning, and reporting.

Key capabilities

from the Salesforce AppExchange listing

Opportunity planning

Users score opportunities, identify gaps and opportunities, receive real-time coaching and next-step recommendations, and view opportunity progress over time.

Call planning

Users apply recommended next steps with a call planning model that adapts to the drivers for the call.

Post-call reflection

Coaching planning

Methodology configuration

Configuration provides the appropriate tools for users trained in Sprint Selling or Consultative Selling.

Workflow reporting

The tools include reporting as part of the workflow.

Who it's for

The tools are for sellers and managers.

How it compares

Accelerate Workflow Tools combines opportunity planning, call planning, post-call reflection, and coaching planning for Sprint Selling and Consultative Selling. Ace Every Call | Counselor Planner focuses on planning individual sales calls using Wilson Learning’s sales methodology. Highspot for Sales Programs embeds sales and training content in the sales team’s workflow, while Leading Sales focuses on competency tracking and sales coaching.

NamePricingDeploymentUpdated
Accelerate Workflow Toolsthis pluginFreemiumCloud
Opportunity Manager® for MEDDICCPaidCloud
Ace Every Call | Counselor PlannerFreemiumCloud
Highspot for Sales ProgramsPaidCloud
Leading SalesPaidCloud

In the catalog

1,106 plugins in Salesforce Platform · Sales

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium

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What the vendor says

«After sellers are trained in, how the training is used, in the day-to-day is often an afterthought. The Accelerate Workflow Tools allow the immediate application of newly learned Sprint Selling or Consultative Selling skills with tools embedded directly in the seller's and manager's workflows.»

Official marketplace listing

Publisher
Richardson
Updated on marketplace
Facts verified