Account Management

Master Your Most Valuable Accounts

Pipeliner CRM offers a comprehensive suite of features designed to enhance 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, providing at-a-glance insights and robust tools for planning, tracking, and automating your interactions with customers and prospects. Drawing on the provided support documentation, here’s an overview of how Pipeliner CRM supports effective Account Management:

Overview of Pipeliner CRM’s Account Management Capabilities

Pipeliner CRM’s Account Management capabilities are centered around providing a “state of the nation” view of your accounts, enabling users to define and track account health, understand complex organizational structures, plan strategic account growth, and manage all related documentation.

1. The High Cost of Reactive Account Management

• Start by acknowledging the common pains: losing customers due to neglect, being caught off guard by renewals, and missing clear upsell opportunities. Frame this as a common but solvable problem.

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

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

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. Visually map entire corporate families with Account Hierarchies and understand the internal power structures with dynamic Org Charts. Identify your champions, track relationship strength, and ensure you’re always talking to the right people.”

4. Turn Insight into Action & RevenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales.

• Strategic Planning with Account Plans: Frame this as the roadmap to predictable revenue.
  • “Set clear revenue goals for each key account and build a step-by-step plan to get there. With Account Plans, you can define objectives, assign tasks, and track every dollar of achieved revenue against your targets, turning your long-term goals into a reality.”
• Find Hidden Opportunities with the Whitespace View: Position this as the ultimate tool for cross-sellingCross-selling Cross-selling B2B is when a customer purchases a product and they are offered a second product at a discount or as a reward. and upsellingUpselling Upselling is a selling technique where a seller introduces a more expensive, an upgrade, or add-on to a buyer to increase the average order value..
  • “What aren’t your customers buying from you? Our Whitespace View instantly shows you what similar customers have purchased, revealing your most immediate and actionable upsell opportunities. Stop guessing and start selling proactively.”

5. Automate Your Proactive Strategy

• Put Follow-ups on Autopilot with Automatizer:
  • “Never let a key contact slip through the cracks again. Pipeliner’s Automatizer ensures consistent communication by automatically scheduling calls and tasks when a contact hasn’t been engaged. It’s your safety net for maintaining strong, proactive relationships without relying on memory.”