Account Management - Improve Your Customer Win Rate

Deeper Insights on Contacts

• Prioritize Task • Timely Delivery • Enhanced Communication

Unified Information Center

• Access everything related to   contacts in one location • Enhance communication with   contextual conversations

Identifying Key Accounts

• Monitor engagement levels of key   accounts. • Understand account activities for   better management. • Identify potential upsell or cross-sell   opportunities.

Individual and Department Focus

• Group individuals and departments   under company accounts. • Easily switch between individual   and team views. • Tailor views based on user   preferences.

Clarify roles

• Company represents an   organization; contact represents an   individual. • Understand how contacts relate to   companies. • Communicate within the right   context.

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