Account Planning & Opportunity Management for B2B Sales in Salesforce | ARPEDIO

A true partner for strategic account management

Arpedio has helped us move stakeholder mapping out of individual memories and directly into Salesforce as the CRM system of record. It has proven to be able to handle the depth of massive accounts and complex organisations and has helped us drive an increase in captured customer data. Arpedio has been the right tool to scale our strategic account methodology and house all stakeholder intelligence under one Salesforce roof. The team provided outstanding support throughout this journey and has been a true partner!

Account planning that actually sticks

Getting sales teams to build and maintain account plans consistently is always a challenge. ARPEDIO solves that by making it a natural part of the Salesforce workflow rather than a separate task. The structured framework gives reps clear guidance on what a good account plan looks like, and managers get real visibility into how accounts are being worked. Nothing falls through the cracks when someone transitions off an account. Highly recommend for any team looking to bring more structure and consistency to their account planning process.

What Salesforce is missing

I've been happy to work with the Arpedio team and significantly improve the functionality of our Salesforce instance using their solutions. Their tools are intuitive to use and help us memorialize and visualize information that is not possible with the base Salesforce functionality. They look to the future and continuous improvement and take suggestions from their users seriously. It's been a pleasure working with them.

Best Account Management Tool

Without ARPEDIO and their team, we would be lost. We were struggling to identify key accounts and track our progress with them but ARPEDIO has changed all that. If your organization is looking to move from transactional sales to relationship focused, this is the tool for you!

Incredible Tool

We previously lacked the ability to manage our broker relationships beyond a single transactional level. Gabriele and Arpedio have helped guide our direction to be able to plan our deal around relationships rather than a transaction.

Arpedio Account Planning is next level!

Prior to using Arpedio, it was nearly impossible for our team to create and execute meaningful strategic plans, that are transparant to our leadership teams and members of our staff in supporting roles. Gabriele and the team at Arpedio have not only provided a product that enables our team to ideate, create, and execute. But, they take the time to listen to our feedback, educate our team, and ultimately strive to deliver a product that is next to none in our business.

Apredio for the "W"

Account planning has traditionally been a randomly completed effort accomplished with spreadsheets, powerpoints, or other and not integrated as part of the sales process. With Apredio you get an intuitive process to your sales approach that improves success with actionable insights, and in depth understanding. As a sales person it makes my job easier and more effective, as a sales leader it makes my analysis and forecasting more accurate. It is a win-win.

Fresh look and quick

Having suggested actions where we can easily log tasks are great and valuable. No time to spend thinking of next steps when it's already provided. I suggest a undo, redo button incase I accidentally click something and cannot remember what it originally was.

Opportunity Management with Arpedio is easy and effective

Our experience without Arpedio goes well over and beyond expectations. Arpedio isn't just a vendor, they are a partner. They took time to really understand our market, our challenges and our goals to recommend best practices with their tool. The Opportunity Management tool has become the tool to drive better pipeline and forecasting. The prompts with suggested next steps are great and so easy to use. The tool is intuitive and we are really seeing the adoption and overall usage of our CRM Salesforce increase. Our Sales leadership uses their Sales Heat Map in their team meetings and in 1:1s to coach more effectively. Arpedio delivers exactly what we needed. I've partnered with a lot of vendors over the years, Arpedio is one of the best!

Accelerate Deals and Grow Accounts faster

Super structured way to quickly assess where you with an account or new opportunity. Helps make every assessment objective and the approach where your best practice sales process is embedded into the app is just excellent. The app then provides best practice coaching and advise about what to address to improve close probability and what actions to execute to move a deal or an expansion opportunity forward.