Any questions? contact@happsales.com

What is Account Management CRM?

Account Management CRM is a software application provided to customer-facing teams to help them build long-term customer relationship while selling to and serving their customers. The tool should empower teams to achieve their critical success factors across sales, post-sales and accounts receivables.

It provides a unified framework to drive Account Intelligence and Execution. While execution is focused on getting things done; it will be most effective when adequate customer intelligence and insights are available to your customer-facing teams.

What does Account Management CRM do?

• Captures and retains customer intelligence and insights
• Provides single-version-of-truth of all your customers with up-to-date account data
• Drives execution capabilities of your teams and make them productive
• Easily track deal stages, monitor pipeline and accurately forecast
• Simplifies activity management, assignment and reporting
• Offers Accounts Receivable (AR) management to track and expedite customer payments
• Streamlines post-sales operations

How will Account Management CRM help?

• Account Management CRM will help you maximize customer lifetime value
• You will be able to measure and drive velocity across sales and post-sales operations
• Sales teams can identify more leads, qualify more opportunities, close more deals and grow revenue
• You will have superior competitive advantage through 360-degree visibility in to account intelligence and opportunities with improved forecasting
• Support teams can serve customers better, improve customer satisfaction score and influence profitability
• Healthier cash flows by expediting payment collections through efficiency in AR operations
• Optimized working capital with reduced DSO and credit cycle
• Higher productivity with reps having more time to sell better and faster