CRM – Account Management Software
Coordinating customer-facing activities and events is critical to closing business and managing customer relationships. SalesBabu CRM Accounts Management Software allows you to track all account-related activity on a real-time basis and get sales alerts.
You may even schedule, delegate and share activity assignments with different departments/users and generate detailed reports for analysis. The account management feature makes it easy for the sales team to close more deals by giving a complete overview of a company’s contacts, deals, and tasks in one place.
By the help of Accounts Management Software, you will get a convenience of having a broader view over all your customers, whether existing or prospected. It helps you to keep all the information of your customers on one single platform.
By the help of Accounts Management, you can get the previous details of any particular customer, it shows, how many times that particular client has made the inquiry, how many time you have share your commercial to any particular client & how many time a particular client has ordered your product or service.
By the help of Accounts Management, you can come to know about the person who dealt with you on behalf of any particular account for final closure last time, even it gives the complete details of that individuals too.
By the help of Accounts Management Software, you can come to track the previous record of any particular customer in term of their payments schedules, which make you more prepare for next deal with the same customer.
By the help of Accounts Management Software, you can segregate the mother branch and the sub division accordingly, since every branch has it own entity. So it is necessary for you to maintain this difference to avoid any future confusions
Since, by the help of Accounts Management Software, you can have a complete overview of all existing and prospected clientele, you have this opportunity to touch-base them on personal level and enhance the opportunity for more sound and cordial relation.