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PMAM CRM Account Managenment

Account management constitutes the management of all the contacts within a lead / client organization. In-depth knowledge of each contact and communication with them can facilitate deal-closure.

PMAM CRM offers the following account management functionality.

FEATURES

Contact Management
Manage all contacts within a lead organization. Keep note of their respective designations, contact details and their roles within the organization. Focusing the right communication with the right contact facilitates lead conversion.

Interaction Tracking
Maintain detailed notes of interaction with each contact from lead company. Look up prior communication during interaction with contacts. Schedule phone calls and be proactive with follow-ups to ensure repeat business.

Hierarchy Tracking
Maintain detailed records of the hierarchy of each contact within a lead company and the roles they play – whether they are the first point of contact, decision maker, etc. This ensures correct communication with each contact.

New Business
Generate new business from existing accounts. Analyze sales patterns, customer preferences, performances on seasonal sales and special offers to ensure target-oriented communication and repeat business.