Account Management 101
If you're not talking to your customers your competitors are...
Repeat business forms the backbone for companies to survive and thrive. Therefore, to be competitive its vital owners proactively identify issues or threats in order to defend key accounts and prevent customer churn.
So when was the last time you spoke to your customers and what did you say?
Preventing the churn
Jill Avery, Senior Lecturer Harvard Business School states, by the time you see an increase in customer churn rate it is six or eight months after the point in time when you actually failed the custom.
So why rely on bits of paper, diary notes and uncoordinated email trails to measure the quality and frequency of communication with your most valuable customers?
When was the last time you spoke to your customers and what did you say ?
The power of Exsalerate CRM software lies in our unique two pronged approach to both customer acquisition and retention.
In addition, deep integrations with Xero and WorkflowMax reveal realtime sales information and facilitate the management of workflow from quote to invoice.
Users are then prompted with colour coded calls to ‘action activities’ to ensure you keep your most valuable customers happy.
How long it’s been since your team have been in contact with customers:
- 3 Months Plus
- 2-3 Months
- 1-2 Months
- Current Month
Customers are segmented and sorted by:
- Rank
- Region
- Account Manager
- Product Share
- If an activity has been scheduled
2 Comments
Exsalerate CRM + WorkflowMax | Exsalerate CRM
[…] The Account Management dashboard was created is to ensure customers feel the LOVE they deserve. So Exsalerate groups them into 4 columns based on how long it’s been since your team contacted them. […]
Refresh Your Sales Process | Exsalerate CRM
[…] Customer dashboards provide management a clear picture of who their most valuable customers are and what activities are planned to keep their business […]