freee K.K. Adopts Digital Sales Room "openpage"
freee K.K. has adopted the Digital Sales Room "openpage" to enhance sales efficiency, visualize customer behavior, and enable data-driven proposals and follow-ups, aiming to improve customer experience and expand sales.
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- 📰 Published: May 12, 2026 at 19:00
- 🔍 Collected: May 12, 2026 at 10:31
- 🤖 AI Analyzed: May 12, 2026 at 11:21 (49 min after Collected)
openpage Inc. (Headquarters: Shinjuku-ku, Tokyo; Representative Director: Seiya Fujishima; hereinafter "openpage") announces that freee K.K. (Headquarters: Shinagawa-ku, Tokyo; CEO: Daisuke Sasaki; hereinafter "freee") has adopted its Digital Sales Room (DSR) "openpage."
freee has been promoting the advancement of its Revenue Ops foundation centered on Salesforce. This time, openpage was introduced as a new foundation to visualize customer behavior after proposals and to enable the analysis and utilization of accumulated data, in addition to sales management handled by SFA. It will be utilized across a wide range of customer touchpoints, from inside sales to field sales and customer success.
Background of Adoption
freee offers over 50 products and supports the back-office operations of many companies. With the expansion of its customer base, two challenges became apparent in its sales and customer success departments.
One was the increasing man-hours required for proposal activities and follow-ups. As customer touchpoints expanded, there was a need for a mechanism to approach customers more efficiently and at the right time. The other was the lack of means to grasp how customers actually reacted to proposals and content.
While sales activities records and deal statuses are accumulated in SFA, customer-side behavior data is not structurally recorded. openpage was adopted as a foundation to complement this gap.
About openpage
openpage is a Digital Sales Room (DSR) that consistently handles everything from proposal design in B2B sales to the visualization and improvement of customer experience. It standardizes hearing items and proposal structures as templates, and centralizes proposal materials, meeting minutes, videos, and tasks on dedicated pages for each customer. It allows real-time understanding of "who, when, and what viewed," and by analyzing and utilizing accumulated data with AI, it achieves reproducible sales activities. It has been adopted by companies in a wide range of industries, including Canon Marketing Japan and Bic Camera.
Utilization at freee
freee aims to build a system that delivers optimal information to each customer and will utilize openpage in its Inside Sales, Field Sales, and Customer Success departments.
Inside Sales: Optimizing approach based on viewing signals
Content such as webinar archives and case studies will be shared with customers, and their viewing status will be monitored. Necessary information will be delivered when customers show interest, and customers repeatedly viewing content will be judged as having high consideration intent, leading to prioritized approaches. This allows for prioritizing calls based on customer reaction data, unlike the previous uniform approach.
Field Sales: Proposal visualization and data-driven negotiation management
Proposal materials, hearing details, and next actions will be centralized on dedicated pages for each customer, shared in a way that customers can review proposal content at any time. Real-time tracking of which proposals customers viewed after the proposal allows for follow-ups tailored to their areas of interest. The goal is data-driven negotiation management, such as detecting when decision-makers start viewing and moving towards closing. Even if a deal is lost, the dedicated page remains, allowing for re-engagement opportunities if the customer starts viewing again.
Customer Success: Building a content experience where customers can learn autonomously
It will build a self-onboarding platform where existing customers can learn at their own pace and deepen their utilization. Unlike help sites for looking up how to operate, it is designed as a place to "learn how to manage operations effectively." Content distribution will also be aligned with seasonal events like tax filing and year-end adjustments, creating reasons for customers to access regularly. By combining viewing data with product usage logs, it will lead to early detection of churn signs and proactive support for customers who are not actively utilizing the product.
Expected Effects of Adoption
* Improved accuracy of sales follow-ups and increased sales by utilizing customer reaction data to proposals.
* Enhanced proposal quality regardless of the 담당자 and reduced sales man-hours through standardization of the sales process.
* Reduced man-hours for both sales and customer success, and promotion of autonomous customer utilization through the establishment of a content foundation.
* Improved quality of customer experience through information provision based on customer interests and needs.
* Improved churn detection accuracy by combining viewing data and product usage logs.
Difference between SFA (Sales Management Cloud) and openpage (Sales Proposal Cloud)
Comment from Mr. Nobuaki Hiratsuka, Head of Business Infrastructure Division, freee K.K.
"Our company has developed a Revenue Ops foundation centered on Salesforce, managing sales activities and...
freee has been promoting the advancement of its Revenue Ops foundation centered on Salesforce. This time, openpage was introduced as a new foundation to visualize customer behavior after proposals and to enable the analysis and utilization of accumulated data, in addition to sales management handled by SFA. It will be utilized across a wide range of customer touchpoints, from inside sales to field sales and customer success.
Background of Adoption
freee offers over 50 products and supports the back-office operations of many companies. With the expansion of its customer base, two challenges became apparent in its sales and customer success departments.
One was the increasing man-hours required for proposal activities and follow-ups. As customer touchpoints expanded, there was a need for a mechanism to approach customers more efficiently and at the right time. The other was the lack of means to grasp how customers actually reacted to proposals and content.
While sales activities records and deal statuses are accumulated in SFA, customer-side behavior data is not structurally recorded. openpage was adopted as a foundation to complement this gap.
About openpage
openpage is a Digital Sales Room (DSR) that consistently handles everything from proposal design in B2B sales to the visualization and improvement of customer experience. It standardizes hearing items and proposal structures as templates, and centralizes proposal materials, meeting minutes, videos, and tasks on dedicated pages for each customer. It allows real-time understanding of "who, when, and what viewed," and by analyzing and utilizing accumulated data with AI, it achieves reproducible sales activities. It has been adopted by companies in a wide range of industries, including Canon Marketing Japan and Bic Camera.
Utilization at freee
freee aims to build a system that delivers optimal information to each customer and will utilize openpage in its Inside Sales, Field Sales, and Customer Success departments.
Inside Sales: Optimizing approach based on viewing signals
Content such as webinar archives and case studies will be shared with customers, and their viewing status will be monitored. Necessary information will be delivered when customers show interest, and customers repeatedly viewing content will be judged as having high consideration intent, leading to prioritized approaches. This allows for prioritizing calls based on customer reaction data, unlike the previous uniform approach.
Field Sales: Proposal visualization and data-driven negotiation management
Proposal materials, hearing details, and next actions will be centralized on dedicated pages for each customer, shared in a way that customers can review proposal content at any time. Real-time tracking of which proposals customers viewed after the proposal allows for follow-ups tailored to their areas of interest. The goal is data-driven negotiation management, such as detecting when decision-makers start viewing and moving towards closing. Even if a deal is lost, the dedicated page remains, allowing for re-engagement opportunities if the customer starts viewing again.
Customer Success: Building a content experience where customers can learn autonomously
It will build a self-onboarding platform where existing customers can learn at their own pace and deepen their utilization. Unlike help sites for looking up how to operate, it is designed as a place to "learn how to manage operations effectively." Content distribution will also be aligned with seasonal events like tax filing and year-end adjustments, creating reasons for customers to access regularly. By combining viewing data with product usage logs, it will lead to early detection of churn signs and proactive support for customers who are not actively utilizing the product.
Expected Effects of Adoption
* Improved accuracy of sales follow-ups and increased sales by utilizing customer reaction data to proposals.
* Enhanced proposal quality regardless of the 담당자 and reduced sales man-hours through standardization of the sales process.
* Reduced man-hours for both sales and customer success, and promotion of autonomous customer utilization through the establishment of a content foundation.
* Improved quality of customer experience through information provision based on customer interests and needs.
* Improved churn detection accuracy by combining viewing data and product usage logs.
Difference between SFA (Sales Management Cloud) and openpage (Sales Proposal Cloud)
Comment from Mr. Nobuaki Hiratsuka, Head of Business Infrastructure Division, freee K.K.
"Our company has developed a Revenue Ops foundation centered on Salesforce, managing sales activities and...