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IT 기업의 B2B 영업 단계에서의 영업 요인 중요도 및 영업 활동 특성에 관한 사례 연구

A Case Study on the Importance of Sales Factors and the Characteristics of Sales Activities of B2B Sales Stages in the IT firms

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초록

본 연구는 IT 기업 영업 전문가 28명을 인터뷰 하여 B2B 영업 단계에서의 영업 요인에 대한 중요도 차이를 분석하였다. 분석결과 개인 영업 역량, 조직 지원 역량, 내부 전략, 외부 환경, 고객 요인에 대해 고객 발굴 및 접근 단계에서는 개인 영업 역량의 중요성이 가장 높게 나타났으며, 뒤를 이어 외부환경과 고객 요인이 중요한 것으로 나타났다. 제안 단계에서는 고객 요인이 가장 중요하게 평가되었으며, 내부 전략 요인이 다음 순위를 차지했다. 계약 및 구축 단계에서는 조직 지원 역량이 가장 중요도가 높게 분석되었고, 다음이 고객 요인으로 나타났다. 고객 요인은 모든 영업 단계에서 그 중요도가 1순위(제안 단계), 혹은 2순위(고객 발굴 및 접근 단계, 계약 및 구축 단계)로 높게 나타났다. 코로나 19 상황으로 영업이 겪는 대표적인 어려움은 영업 활동을 대면으로 진행하지 못하는 것이었으며, 기존 사업의 취소나 지연 또한 빈번히 발생하는 어려움으로 분석되었다. 영업 전문가들은 개별 영업 단계에서 자사의 차별화 포인트를 식별하고 고객의 니즈에 맞춰 이를 실행하기 위한 중점적인 활동들을 수행하고 있었다. 또한, 특정 영업 단계에 존재하는 이슈들을 해결하기 위해 다양한 대책을 마련하여 실행하고 있었다.

Abstract

This study interviewed 28 IT firm sales experts to analyze the differences in importance of the sales factors at the B2B sales stage. Based on the interview, six propositions were derived. The sales stages were divided into customer prospecting and approach stages, proposal stages, contract and implementation stages. The analysis factors were targeted at individual sales capabilities, organizational support capabilities, internal strategies, external environments, and customer factors. In addition, case studies were conducted on differentiating points, key sales activities, sales issues, and difficulties in the Covid-19 situation in the characteristics of the sales activities at each sales stage. The results showed that the importance of personal sales capability was the highest in the customer prospecting and approach stage followed by external environment and customer factors for personal sales capabilities, organizational support capabilities, internal strategies, external environment, and customer factors. At the proposal stage, the customer factor was rated the most important, and the internal strategy factor was ranked next. During the contract and implementation stage, organizational support capabilities were analyzed as the most important, and the following were shown as customer factors. The customer factor was high in importance at all levels of sales (proposal stage) or second (customer prospecting and approach stage, contract and implementation stage). The representative difficulty of the sales due to the Covid-19 situation was that the sales activities could not be carried out face-to-face, and the cancellation or delay of the existing business was also analyzed as frequent difficulties. Sales professionals were carrying out key activities to identify and implement their differentiation strategies at the individual sales stage in line with the customer's needs. In addition, various measures were being prepared and implemented to solve existing issues in a particular stage of business.

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