Agrex Inc., a member of the TIS INTEC Group, has developed an “Account Plan Creation Support Solution for Enterprise Sales” that helps companies achieve stable sales activities by promoting customer understanding, and has announced that it will be available as a Salesforce® add-on package from June 17, 2025.
The “Account Plan Creation Support Solution for Enterprise Sales” helps Salesforce users stabilize their sales activities for large companies by providing a framework for understanding customers that can be used on Salesforce.
Sales activities for large companies often take more than a year to complete, from identifying the seeds of a business opportunity, to fleshing it out, making proposals, making adjustments with the client, and signing a contract, and because there are a wide variety of internal and external stakeholders, the work tends to become highly personalized. In addition, there are fewer potential customers than for SMEs, and since a successful contract brings about large profits, there are many competing companies. There are also cases where multiple companies are compared and considered in a competitive format, and the reality is that even if successful experiences and methods from sales activities for SMEs are directly applied to sales to large companies, it is difficult to achieve results.
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Under these circumstances, in order to succeed in sales to large companies, it is necessary to understand the environment and management policies surrounding the customer and make proposals that are in line with their needs and issues, so an increasing number of companies are focusing on customer analysis.
Additionally, in his book “Enterprise Sales: The Bible for Sales Organizations Reaching Large Corporations to Continue to Achieve Results” written by Ryo Sato, who led an enterprise sales team to achieve its goals for three consecutive years, he writes that it is effective to divide the work of enterprise sales into four phases – “understanding the customer,” “building relationships,” “fostering trust,” and “success and expansion” – and to form an account team to tackle these phases.
Agrex, which has a track record of over 3,500 Salesforce projects, believed that by developing a “customer understanding” framework as an add-on package that runs on Salesforce, it could quickly solve corporate issues, and thus came to offer an “account plan creation support solution for enterprise sales.”
SOURCE: PRTimes
