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 Software For Sales Professionals

Overview: Pipeliner CRM Account Management

CustomerCustomer Customer is an individual or an organization that purchases a product or signs up for a service offered by a business. relationship management (CRM) software permits you to gather and manage all customer information in a single place that is easily accessible to all authorized users. Because traditional CRM approaches do not provide businesses with the necessary inputs, businesses are increasingly turning to software solutions such as Pipeliner CRM.

Pipeliner CRM allows you to categorize your customers as contacts, leads, or accounts. Account management software allows you to keep account information up-to-date, organized, and actionable at all times.

Key account management lets you centralize all customer 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., key interactions, and customer service cases in one location. From approaching potential customers and generating successful leads to staying in touch and connecting with current customers regularly.

Manage Your Customers Using Account Management Software

Account Management saves essential data such as customer documents, contacts, who last communicated with the customer, and what they discussed.
Account management is a big job – and one of the most important for a salesperson. Account management is made up of several vital functions that add up to happy customers.

Here are some account management tips and tricks to help you make the most of your sales strategy!


To manage customers as a sales professional, you must first understand how Accounts and Contacts are related. And the first critical factor is, who are the Account Contacts. What are their responsibilities? What is their relationship in terms of influence on the company and on deals for that company?

Consider an account of a company with which you do business and contacts to be the people with whom you do business. Contacts are also recommended to be linked to Accounts to organize the data better.

Setup Person Accounts

Person Accounts are typically used to capture a B2CB2C B2C is an acronym for Business-to-Consumer, a model for selling, relationship-building, or engagement. business model, a combination of Account and Contact fields that store the business data required for a specific person. You can have both Person Accounts and Business Accounts in your 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.). if you work with individuals and businesses.

Find Inactive Accounts

Most of the time, users waste time scanning through irrelevant Accounts to find their customers! To address this issue, you can set up automation to find and alert users when their accounts become “inactive.”

Using automation to locate inactive accounts will help you find customers faster while successfully managing your accounts.

Pain Points

Any accounts of the company and products are going to have their “Pain Points.” A key point of account management software is to have a good handle on the pain points for any account and utilize them in all communication with that Account.

Account management software should incorporate pain points, that is, make them visible so that any sales or marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase. personnel needing them to understand and communicate with that Account can instantly access them.

Experience Pipeliner CRM Now

Pipeliner allows salespeople to take control of their opportunities, remain consistent through every stage of the sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology., and always stay focused on important priorities. It's the CRM that salespeople actually enjoy using.
Try Pipeliner CRM for Free

Sales Process, Activities, And Task

The essence of account management is, of course, motion. That account is moving forward toward the next deal, the next close.

Such motion is broken down into distinct steps. In general, these are the steps of your company’s sales process – the precise sequence of steps that takes an opportunity (account) from 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 close. Account management software should ideally visualize your company’s sales process in the form of a pipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process., indicating where all deals are in which stages.

Various activities and tasks must be completed within each stage of the sales process to move the opportunity through that stage and into the next. Such tasks and activities are frequently documented or written up as best practices for a sales organization.

Account management software should ideally visually express its sales process and the tasks and activities that comprise each sales process stage. Nothing is left to chance – whether seasoned or inexperienced, sales reps know where to go and what to do next to move that sale forward.

Relationship Mapping

A ready system of relationship mapping as part of account management is another highly recommended task for any sales force. There are two ways to express this mapping:

  • An org chart depicts your prospect company’s hierarchy and roles in relation to purchasing decisions and the buying cycle.
  • As a buying center—a graphical representation of all the people involved in an account, as well as their relationships and influence over one another.

Benefits of Pipeliner Accounts Management Software

There are some advantages you receive when you set up and manage your Pipeliner CRM account management software:

  1. Because it is a cloud-based software platform, you can free your sales team from paper-based account management.
  2. They enable you to keep the Account managed by your team consistent.
  3. Create a significant Account team and assign an appropriate Account owner to expand and boost your business communication.
  4. It allows you to create new customer accounts in real-time, allowing you to keep up with the pace of your business.
  5. You can prioritize your sales strategies and marketing efforts by keeping track of all your accounts.

Final Words

Accounts and Contacts enable you to work how you want to close deals more quickly. You can narrow your list to ensure you focus on the correct accounts. You can also access the accounts and contact information at a glance without leaving the current record.

And when you meet new people, you can easily add them so that all your contextual information is accurate and up to date, and all your data is gathered and tracked in real-time.

Learn More About CRM

Pipeliner CRM Manifesto book cover
Sales Management Through Pipeliner CRM
5 Essential Principles for a Sales Champion