Account management

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