Powerful features
Client scoring
Get an AI-driven health score for each of your accounts based on parameters such as open cases and opportunities, stakeholder relationships, recent activities, products used, active projects, underlying risks and other relevant factors.
Product recommendations and associations
Get an overview of the products used as well as upsell and cross-sell recommendations in an easy, mind-map-like interface. Obtain detailed product information along with all the sales collateral and customers using similar products.
Trend analysis
Gauge the satisfaction level of each account and use AI to evaluate trends compared to past results.
Strategic planning
Display all the planned activities for a particular account, its status, total hours spent and consultancy hours remaining. Also, view actual activities and plan support require
Benefits of Account Management App
Reduce churn and foster client relationships by identifying risks early
Companies often lose clients when things go South. The app alerts your account manager of the key risks within the accounts they manage so they can act proactively and nurture relationships.
Research suggests that a mid-level account manager handles about 7 accounts ranging from low to high-value clients. This app equips your account managers with a bundle of information to help them be on top of things.
At a glance, the app will display all the open cases and opportunities, key stakeholders and respective relationship status, mix of products and licenses, along with the active/ongoing projects.
Know which clients need attention and track progress using trends
Use AI capabilities to assist your account manager in evaluating various metrics to determine their satisfaction levels.
Get alerts so your account manager can take corrective actions.
Accelerate Key Account Management, automate tasks and remove the guesswork, so you can focus on strengthening relationships.
Increase up-sell and cross-sell opportunities with ‘smart recommendations’
Identifying up-sell and cross-sell opportunities across multiple accounts and multiple products can be overwhelming for any account manager. The app simplifies the information and presents each account’s product status in a simple, mind-map-like interface.
Easily know the product mix of individual clients and let your account managers focus on cross-selling products and services clients might be interested in.
Steer your account manager away from diversions with AI suggestions on products with the maximum client interest.
Stay on top of planned activities and become the best account manager
Planners or pen and paper can be overwhelming for an account manager managing a large volume of activities.
The app assists your account managers to stay on top of all planned activities by providing information regarding activity type and status, upcoming activities, support needed from colleagues and breakdown of consultancy hours.
Get in touch!
Getting started is easy. Get in on android and iOS.
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