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Account management

Get a 360° view of all customer interactions. Track activities, cross-sell and up-sell opportunities and identify ‘at risk’ customers.

Workbooks gives you MORE.

More visibility.
More possibilities.
More foresight.

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Build a strong relationship with your customers to increase satisfaction, spending, lifetime value and get advocacy with Workbooks:

  • Record customer meetings and account reviews
  • Track key stakeholders and identify their role in the organisation
  • Identify ‘at risk’ accounts and projects by assigning Red, Amber or Green (RAG) traffic light values to an organisation or person based on historical data
  • Know which customers are at risk for your organisation by identifying the behaviours they exhibit before they cut spend or end a relationship
  • Identify buying trends and up-sell and cross-sell possibilities and optimise your share of wallet within your customer base by capturing order history
  • Deliver superior customer service and customer experience by managing customer issues to a successful conclusion using cases and reports
  • Build up a picture of common issues across accounts over time, and drive customer account management processes around them
  • Prevent potential issues earlier and identify the steps you could take to get relationships back on track, so more your customers stay Green

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