Definition of Account Management
Account management in refers to the process of handling relationships with businesses (customers, prospects, vendors, or partners) by tracking their details, interactions, and sales opportunities within the CRM system.
Top Activities of an Account Management to ensure a 360° account overview
- Maintaining up-to-date client information: Ensure accurate and complete information about the client, their situation, contacts, key individuals, and decision-making authorities.
- Tracking and documenting all client interactions: Record all meetings, calls, emails, and touchpoints to ensure a complete communication history.
- Managing and developing business opportunities: Identify and track sales opportunities within each client (upselling, cross-selling, contract renewals).
- Ensuring client satisfaction and retention: Monitor the 360° status and proactively resolve issues before they escalate.
- Coordinating cross-functional collaboration: Connect and share information with delivery and support teams to ensure seamless service. Facilitate smooth project handovers.
How Aptien CRM helps you with Account management
- Organize and centralize customer data
- Improve collaboration across sales, marketing, and customer success teams
- Track and nurture relationships for upselling, cross-selling, and renewals
- Provide excellent customer service based on historical interactions