Generate more revenue per customer by managing and organising account intelligence and seamlessly coordinating sales activities.
SugarCRM's account management allows sales teams to consolidate all company information in one place, including contacts, product purchases and communication histories, making it easier to coordinate sales campaigns. Primary sales reps can be assigned to each account and account information can be shared across teams. In addition to the standard data fields, any number of custom fields can be added to capture specific information.
Why Is This Feature Important for CRM
Account management is a critical CRM capability because it enables knowledge sharing and the coordination of multiple sales efforts into the same company. Better coordination translates to improved sales efficiency and better customer satisfaction.
The SugarCRM Difference
SugarCRM allows you to access and search your account database online, offline, and wirelessly making sure you can access the data you need right when you need it. Time-stamped account history entries make tracking account activity easy and provide an instant overview of all interactions and relevant notes related to each account.
Business Benefit
- Save time finding information.
- Ramp up new account team members more quickly.
- Accurate account records, and communication histories lead to better account relations.
- Better account intelligence and coordinated sales activities lead to more revenue generation per account.
Key Product Feature
- Consolidate all company information in one place that is centrally accessible.
- Store all prospect and customer communications in the account history, including email sent from Microsoft Outlook.
- Easily add custom database fields to capture additional information.
- Simply add new accounts by import wizard, sync tool or Web capture forms.
- Customize input form layout and account display screens for your company.
- Store account notes and documents in the account history.
- Automatically access maps and driving directions to accounts locations.