ARPEDIO

ARPEDIO is a Salesforce-native platform designed for Strategic Account Management (SAM) and complex B2B sales. It empowers sales teams to manage key accounts, optimize stakeholder relationships, and drive revenue growth through data-driven insights and collaborative planning. The platform integrates seamlessly with Salesforce, ensuring a unified and secure environment for account-based selling.

Features

• Visual Org Charts: Create dynamic organizational charts directly in Salesforce to map decision-making hierarchies and key stakeholders.
• Stakeholder Relationship Heat Maps: Visualize relationship strength and engagement levels with key contacts.
• Dynamic Account Plans: Build and maintain strategic account plans with goals, SWOT analysis, and next-best actions.
• White Space Analysis: Identify upsell and cross-sell opportunities by analyzing gaps in current account coverage.
• Opportunity Management: Track pipelines, qualify deals, and forecast with accuracy using methodologies like MEDDIC, BANT, and SPIN Selling.
• Automated Coaching: Provide intelligent coaching based on real-time data and relationship insights.
• Salesforce Native Integration: Operates entirely within Salesforce, ensuring high adoption, data security, and seamless workflows.
• Customizable Templates: Tailor account planning templates to regional or organizational needs.
• AI-Ready Data Foundation: Prepares your CRM data for AI tools like Salesforce Einstein.

Capabilities

• Account Management: Centralize all account-related activities in Salesforce, enabling proactive management and performance tracking.
• Relationship Mapping: Automatically pull contact data from Salesforce to map and assess stakeholder influence and engagement.
• Forecasting & Pipeline Management: Improve sales forecasting accuracy and reduce sales cycles with real-time pipeline visibility.
• Collaboration Across Teams: Enable cross-functional and cross-regional collaboration through shared account plans and real-time updates.
• Sales Methodology Agnostic: Supports various sales methodologies, allowing teams to work with their preferred frameworks.
• Data-Driven Decision Making: Leverage dashboards and reports to make informed strategic decisions.
• Onboarding & Coaching: Accelerate new hire onboarding and ongoing coaching with transparent account insights and structured planning tools.

Benefits

• Increased Sales Efficiency: Streamline account planning and execution, reducing time spent on manual updates and disconnected tools.
• Improved Account Health: Monitor and act on account health scores to ensure proactive engagement and retention.
• Enhanced Forecast Accuracy: Make better predictions with weighted pipelines and real-time opportunity tracking.
• Stronger Stakeholder Relationships: Build and maintain meaningful relationships with key decision-makers.
• Higher CRM Adoption: Operate entirely within Salesforce, increasing user engagement and data quality.
• Scalable Best Practices: Standardize and scale account management practices across teams and regions.
• AI Enablement: Lay the groundwork for AI-driven insights and automation by structuring and enriching CRM data.