Account Management

Your existing customers are your most valuable, yet often most fragile, asset. In the modern business world, success isn’t just about winning a customerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business.—it’s about the precision with which you nurture, retain, and expand that relationship.

Pipeliner CRM’s AccountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. Management suite is a comprehensive command center that provides your teams with the visual clarity, strategic planning tools, and actionable insights needed to transform every customer relationship into a source of predictable, long-term revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales..

1. The High Cost of Reactive Account Management

Are your teams constantly fighting fires? Are you losing customers to neglect, getting caught off guard by expiring contracts, or missing clear upsell opportunities?

• The Problem: Blind spots and reactive service leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. to churnChurn Churn is a term that describes the percentage of customers that leave or cancel a service or product within a given period of time.. Account dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning. is scattered, and managers rely on gut feeling instead of data-driven prioritization.
• The SolutionSolution Solution is a combination of ideas, strategies, processes, technologies and services that effectively helps an organization achieve its goals or hurdle its challenges.: Pipeliner CRM replaces manual, chaotic account management with a proactive, visual, and automated strategy. We transform your complex customer portfolio into a manageable and measurable revenue engine.

2. Introducing the Proactive Approach: See Everything, Miss Nothing

At-a-Glance Account Intelligence with Account Health

What if you instantly knew which of your accounts were at risk and which were ripe for growth? Pipeliner CRM’s customizable Account Health indicators give you an immediate ‘state of the nation’ view. A simple red exclamation mark can be the difference between losing a clientClient A client is an entity who pays another entity for products purchased or services rendered. Also called a customer. and saving a relationship, prompting you to act before it’s too late.

• Real-Time Diagnosis: Define custom Health Indicators using any Pipeliner CRM  field—from “No. of related won opportunities” to “Last Contacted Date.”
• Critical Alerts: Our system category, “Critical,” instantly flags an account when a defined condition is met (e.g., “Customer hasn’t placed orders for a long time”).
• Historical Tracking: Use the “Analyze Health” option to review an account’s health history over the last 90, 180, or 360 days, letting you measure the success of your retention efforts.
• Smarter Prioritization (The Account Matrix View): Plot accounts on a dynamic grid based on custom X and Y axes (e.g., Annual Won Revenue vs. Days Until Renewal). This visual segmentationSegmentation Segmentation is the process of subdividing a large market into distinct partitions (or segments) based on demographics and other factors, with the aim of formulating and implementing separate strategies to better engage the consumers in each segment. instantly reveals your most profitable engagementEngagement Engagement is the state or process of keeping a specific class of audience (employees, management, customers, etc.) interested about a company or brand and invested in its success because of its perceived relevance and benefits to the audience. targets.

3. Deepen Relationships & Uncover Key Players

Map Your Influence with Account Hierarchies & Org Charts

Success isn’t just about what you know, but who you know. Pipeliner CRM helps you navigate the complex web of every organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). with surgical precision.

• Global View (Account Hierarchy): Visually map entire corporate families to see how subsidiary accounts are related to a Parent Account. Get a global view of all related Opportunities and easily manage associated documents.
• Internal Power Structure (Contact Org Charts): Understand the reporting structures, team distribution, and Influence between individuals. Enrich data by assigning specific Account Roles and tracking the Strength of your relationships. Always ensure you’re talking to the right people.

4. Turn Insight into Action & Revenue

Strategic Planning with Account Plans

Frame this as the roadmap to predictable revenue. Account Plans are specialized project templates designed to structure, track, and execute your customer growth strategy.

• Objective-Driven Growth: Set clear revenue goals or targets for a specific customer over time. Break the plan down into measurable Objectives (goals/milestones) and group all necessary Tasks and Activities within them.
• Align Sales Efforts: All Opportunities linked to the account with closing dates within the plan’s period are automatically displayed, guaranteeing your sales pipelineSales Pipeline Sales Pipeline is a type of visualization showing the status of each sales prospect in the customer life cycle or sales process. is aligned with your account strategy.

Discover Hidden Opportunities with the Whitespace View (Note: Based on the original documentation, this feature’s name wasn’t provided, so we’ll adjust the benefit accordingly.)

While the specific “Whitespace View” wasn’t detailed in the source, its functionality can be achieved using existing Pipeliner CRM tools to spot gaps:

• Relationship Gaps (Relation Graph): Use the Relation Graph to map relationships between Accounts and Contacts, identifying missing connections that could lead to new opportunities or more substantial internal alignment.
• Opportunity Gaps: Leverage Account Health Indicators based on Won Opportunities to check if a customer has stopped purchasing or if the volume of business is below expectation, flagging immediate sales opportunities.

5. Automate Your Proactive Strategy

Put Follow-ups on Autopilot with Automatizer

Never let a key contact slip through the cracks again. Pipeliner CRM’s Automatizer ensures consistent, timely communication by linking your data directly to automated action.

• The Safety Net: Automatically schedule a Call Task for the Account Manager when a Contact’s Last Contacted Date is more than 30 days ago. It’s your safety net for maintaining strong, proactive relationships without relying on memory.
• Mass Action Efficiency: Drill down from the Account Matrix View to a List View and launch mass actions instantly—from sending a bulk email to running an Automatizer process on a segmented group of accounts.