Case Study: Afiniti deepens account relationships and grows opportunities with SalesMethods

Empowering deeper account relationships to effect impactful business change

Afiniti, a business change consultancy, faced the challenge of needing a more structured and disciplined approach within their Salesforce CRM to grow deeper relationships with their client accounts. Their team required a full, shared line-of-sight into their customer and prospect accounts to effectively manage their complex, highly-regulated partnerships and deliver sustainable growth.

SalesMethods implemented its OrgChartPlus and Plan2Prosper solutions to add structure to Afiniti's account development. This provided a collaborative visual map of client relationships and a disciplined methodology for account planning, giving the entire team optimal visibility. The measurable impact for Afiniti included growing one account from a single project to over ten live projects, demonstrating significant account growth directly supported by SalesMethods' tools.

Afiniti

Lorna Tarrant

Partner