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Account management software helps monitor progress. It can be used to set individual account milestones, helping verify that tasks are completed and completed on time. It can also be used to set triggers, flagging accounts when deadlines are missed or when special attention may be needed.
It ensures your sales staff stays on the same page with regards to each account’s status and expectations. Your team can interact more efficiently, preventing crosstalk and avoiding missed opportunities.
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Allows for more granular groupings of separate sales accounts, each with its own customer information files and settings.