Account management

Account management « Scroll over image for detail or click to expand.

CRM is a central database that holds every detail of every interaction between you and your customers. From the date they enquired about your company and the marketing campaign that caught their eye, to full purchase and service history - all this information is available to every authorised member of your staff so they can provide a loyalty-inspiring service.

Reactive management

Every time a customer calls, no matter which department or which individual takes the call, your account management system can provide familiarity and much-needed answers. Regardless of whether the customer is looking to buy from you or resolve a query, your system empowers your staff to be informed, helpful and professional.

Proactive management

It's easy to keep customers up-to-date. You set the rules and the system will send automatic prompts to each of your staff so they know who to contact, about what, by when.

Ad-hoc contact

Maximise your ad-hoc customer interaction. Simply search the account management software using any known information, for example, name, salesperson, region, by products or services, and the system will provide a wealth of information at your fingertips so you can make the most of the opportunity.

Integration with your phone

We know that you're always on the go. That's why our unique app is so useful. Tight integration with your Access system lets you see all your upcoming appointments in one place, with drill-down to detailed information such as projects, roles, offices and booking references. What's more, all your critical customer/prospect data such as credit and payment history is at your fingertips, so you're always prepared when travelling to meetings.

To help you plan more effectively, you can view clients' locations and colleagues' appointments on one map, and see how close they are geographically. Your smartphone's GPS system also lets you see all customer sites within 40 miles of your appointment, very helpful for maximising your time on the road

Further information:

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