CRM for Account Management

Learn how CRM can help you get the best from your Account Management Team

1. Why you need a commonly understood Account Management process
2. An example of an Account Management process
3. Account planning (Transaction history, Upsell/cross-sell opportunities)
4. Managing renewals
5. Customer Care processes
6. Tiering your customers – should you do that and why
7. How to best use Red/Amber/Green traffic lights system
8. Customer surveys