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  6. [Service] Support for Establishing Marketing & Sales DX/AI Concepts

[Service] Support for Establishing Marketing & Sales DX/AI Concepts

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last updated:Apr 07, 2026

タナベコンサルティング
タナベコンサルティング
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Redefining the sales model! Supporting the creation of a "winning sales organization" through a comprehensive approach from strategy formulation to digital implementation and the restructuring of organizations and evaluation systems.

Identify bottlenecks across the entire "sales value chain" from marketing to sales and customer success. We will develop your company's unique "new sales model" that integrates AI and digital technology with real sales activities, along with a concrete roadmap for its realization. 【Overview of Consulting】 ■ Current Situation Recognition (Issue Extraction) - As part of the sales value chain analysis, we will conduct the following current situation recognition: 1. Main activities of the sales department (awareness to lead acquisition to proposal to order) 2. Support activities of the sales department (system/data utilization, management) - As part of the external environment analysis, we will recognize the current situation regarding the market, competitors, customers, and agents from both real and web perspectives. ■ Establishing the Concept - Based on the results of the current situation recognition, we will design the system concept and action plan. <Example Themes> 1. New sales workflow 2. Data and AI utilization model 3. Sales training and education program ■ Promoting Reform - Based on the action plan, we will advance the promotion project. <Example Projects> 1. New proposal sales guidelines 2. CRM system establishment 3. Implementation of SFA, MA, and CRM tools

    Sales promotion and sales support softwareAd management and operationsEmployee training
マーケティング&営業DXAI.png

[Service] Support for Establishing Marketing & Sales DX/AI Concepts

マーケティング&営業DXAI.png
マーケティング&営業DXAI.png
  • Related Link - https://www.tanabeconsulting.co.jp/dx/service/dx-a…
  • Special site - Product/service details - https://pr.www.ipros.com/tcg/product/

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**Points of Support Consulting for Establishing Marketing & Sales DX/AI Concepts** To transform the sales organization and achieve overall optimization, we approach from three perspectives. ■ Realizing Long-term Vision and Medium-term Management Plan - Starting from the "ideal state" envisioned by the top management, we formulate a new sales model and action plan for the sales department through backcasting. ■ Reforming the Culture of the Sales Department - We change the values associated with traditional sales activities and methods, and build the necessary systems such as organization, employee training, evaluation systems, and management tools to realize the new sales model. ■ Utilizing Digital/AI and Improving Real Operations - We improve tactics on the ground, including the use of initial visit tools, talk scripts, and digital marketing through MA (Marketing Automation) tools. (We can also improve planning and design for web and real events.) *For more details, please refer to the related links or feel free to contact us.*

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The Frontline of Sales DX in Manufacturing: Key Points of AI Utilization Seen at the Exhibition.

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We will publicly share the challenges and survey results related to sales activities in the manufacturing industry that we gathered at the Ipros-sponsored exhibition (March 24-25)! This webinar will provide insights into the forefront of sales DX and key points for utilizing AI. "I want to promote sales DX, but I don't know where to start." "Even after implementing SFA, CRM, and MA tools, they do not lead to generating opportunities or improving the order rate." "The collaboration between sales, technical sales, and marketing is weak, making the exchange of data such as prospect information cumbersome." These challenges related to sales activities and processes apply to many companies in the manufacturing industry. In this webinar, we will publicly share the voices of attendees and survey results that we collected at the 'AI/DX Sales and Marketing Exhibition' held on March 24-25. We will explain where the challenges in sales activities are concentrated in the manufacturing industry and how AI should be utilized to solve them, using case studies. If you are considering ways to maximize the earning power of sales and technical sales and create a system that continues to generate revenue, please join us.

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タナベコンサルティング

タナベコンサルティング

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The leader's decisions have the power to change companies and transform society and the world. With the founding aspiration of "loving companies, walking alongside them, and serving their prosperity" in our hearts, we sincerely and sometimes sternly engage with love, harnessing the strength of our team to support those decisions. Moreover, filling companies around the world with success and creating a future together 100 years ahead is our unwavering value of contribution.

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