April 23rd, 2021
Quotas and Forecasting in Account Management
Let’s now take up another foundational aspect of account management and sales itself: quotas and forecasting.
April 9th, 2021
Account Management and Application Integration
How does application integration tie into account management? We’ll bring it back to a salient point we made in our last article, which was that all departments need to work together to achieve a 360-degree view of the customer.
April 2nd, 2021
For Account Management, Fully Understand Your Accounts
I’ll begin by pointing out that account management is a team sport. It must be supported from the top-down, on a company-wide basis.
March 25th, 2021
Keeping Customers is What Account Management is All About
I’m discovering, as I dive deeper into account management in creating these articles, that within B2B organizations the lack of account management is quite widespread.
March 11th, 2021
Account Management—It’s Why We Innovate
The importance of account management - obtaining new accounts is far more costly than maintaining and expanding existing accounts.
February 17th, 2021
The Story of Real Account Management
For any company involved with sales, account management is crucial and requires a vastly different skillset and toolset than winning new sales.
February 3rd, 2021
Effective Lead Management Through CRM
As there are many, many books on sales management, so there are endless publications, articles, and blogs on the subject of lead generation. This article is about how to handle leads as they’re coming in, and the basics of establishing your lead management.
February 3rd, 2021
The Revolution for CRM “Automatizer”
Let’s take a look at the crucial role that CRM is playing in this transformation, and why Automatizer is, for the future, the core of our CRM product.
February 3rd, 2021
What Automatizer Means in the Big Picture
Automatizer is our new, groundbreaking feature within Pipeliner CRM. It has a broad positive impact on business, today and into the future.