What are accounts and how will they help my business?
An account represents a company, organization, or entity that involves employees or other representatives. Accounts can represent organizations with contacts at different levels. Account management is typically used for business-to-business (B2B) interactions rather than business-to-consumer (B2C) interactions. With a business-to-business relationship, account management is an extremely useful tool to help organize many different contacts that represent the same organization. By creating an account, you can manage all of these contacts under one umbrella. This will enable you to manage your businesses relationship with other businesses easily and efficiently.
What is Online CRM Account Management?
Account management is the process of managing a relationship between your business and another business that is composed of various levels of corresponding contacts. Using a good account management program will ensure that communications are directed through the proper channels and to the correct person or division. Account management eliminates time wasted contacting the wrong person, as well as the wait time to be redirected and confusion that results from poorly managed accounts. Time is money, and using account management software can save you a ton of both.
What Can PayPanther’s Online CRM Account Management Do for Me?
PayPanther’s CRM account management provides a clear template for viewing the different business accounts that your organization works with. When viewing an account, you are able to see basic details about the main account in addition to any linked sub-accounts. PayPanther account management provides you with a straightforward look at important account details such as basic information, contacts, division, history, products, and potential business opportunities. No longer will you struggle to remember who you need to talk to, how to get in touch with them, and anything else you may want to remember about them.
Online account management is extremely useful when attempting to search for a specific deal or prospect related to a business-to-business transaction. PayPanther allows you to optimize your CRM account management to concentrate exclusively on a specific part of an account. The goal of this software is to keep your accounts organized so there is no confusion or mix-ups. Everything will be exactly where you need it, when you need it.
Benefits of PayPanther CRM Account Management:
- Manage all accounts and related contacts, details, opportunities, and deals from a shared database
- Link an account to a sub-account to focus on specific contacts, divisions, and functions
- Service accounts by generating estimates, invoices, and sales orders
- Access notes and relevant account information organized by category
- Export accounts to spreadsheet software
- Track client purchase history to uncover potential future selling opportunities
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