Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.
Impact
Understand account status and relationships.
Improve up-selling and cross-selling opportunities.
Ensure consistent interactions with customers.
Share account information across marketing, sales and support departments.
Single Account View
View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.
Forecast Worksheets
Leverage sales opportunity and sales stage information within BigLeap to develop more meaningful and accurate sales forecasts.
Forecast Roll-Ups
See who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.
Understand account status and relationships.
