Do you know which of your customers are unhappy with you? Do you know who is planning to reduce spend or stop buying from you altogether? Do you know the specific issues each customer has with your organization? And do you have a plan in place to tackle those issues? Does losing a customer come as a surprise to you?

  • Use a ‘Red/Amber/Green’ (RAG) traffic light value on an Organization/Person record to identify ‘at risk’ accounts or projects.

  • Use reports to get a holistic view of your ‘at risk’ accounts.

  • Utilise Cases and Reports to manage customer issues to a successful conclusion.

  • Identify common issues across accounts and drive customer account management processes around these.

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