Accounts Management

Allows for more granular groupings of separate sales accounts, each with its own customer information files and settings.

Provides more control for the separation and management of individual accounts, breaking them down by individual, team, department, branch office, account status or other variable.

Helps predetermine points of progress for sales processes and sales cycles, ensuring nothing is overlooked and providing oversight to team leads and management.

Adds an online portal to your company’s website, letting customers securely log in and check their account status, including pending and past purchases, add-on products and support materials.

Helps manage (often larger) enterprise accounts and accounts that have cyclical sales and renewal processes. These tools are increasingly used for subscription-based products, like cloud-deployed software (SaaS).

Allows account management software to work in tandem with other platforms, like CRM and sales enablement tools. App integration requirements should always be considered and demonstrated prior to purchase.

Helps management and executives oversee operations by identifying trends, common pain points and areas for improvement. They’re often presented in dashboard form, with options for tracking a variety of metrics and KPIs.

Setup and manage step-by-step procedures for individual account management, leading each from sales prospect to active lead to new customer onboarding and post sales follow-up.