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Real account management means being able to access all pertinent information for an account, both broad and detailed. In means being able to zero right in, and then out again, as needed. It means having a visual handle on all data so that it truly is instant intelligence, visualized. On a broader view, you need to know instantly how tasks and activities, for which accounts, are prioritized so that you and your team will make your sales target. Account management can also entail focusing in on types of accounts by profile types, and making changes across multiple accounts.
Which Pipeliner CRM features are the most helpful in Account Management? Here they are.
