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Enhanced Account Management

Overview Meeting Planner Segments Overview Engagement Summary Companies Team Activity My Activity Watch Account Management Demo

Revenue Analytics

Overview Customer Tiering Total Revenue Trend Revenue Changes Product Growth Customer Growth Business Benchmarking

Account Profitability

Overview Account Profitability Customer Profitability Watch Profitability Demo

Whitespace Prospecting

Overview Product Penetration Overview Product Additions Agreement Types Agreement and Addition Mapping Find Opportunities Watch Whitespace Demo

Sales Dashboards

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Account Insights

Overview Company History Meeting Notes Reminders Contacts Account Files

Goal Setting

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Solutions

Team Managers

Overview Understanding Revenue Account Profitability Sales Dashboards

Account Managers

Overview Enhanced Account Management (EAM) Whitespace Prospecting Sales Dashboards

Owners

Overview Understanding Revenue Account Profitability Business Benchmarking

Beecastle Consult

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Beecastle Money

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Connectwise Manage Datto Autotask HaloPSA Outlook Xero

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Enhanced Account Management

Meeting Planner
Segments Overview
Engagement Summary
Companies
Team Activity
My Activity
Watch Account Management Demo

Revenue Analytics

Customer Tiering
Total Revenue Trend
Revenue Changes
Product Growth
Customer Growth
Business Benchmarking

Account Profitability

Account Profitability
Customer Profitability
Watch Profitability Demo

Whitespace Prospecting

Product Penetration Overview
Product Additions
Agreement Types
Agreement and Addition Mapping
Find Opportunities
Watch Whitespace Demo

Sales Dashboards

Sales Dashboard
Open Opportunities
Contract Tracker

Account Insights

Company History
Meeting Notes
Reminders
Contacts
Account Files

Goal Setting

System Goals
Custom Goals

Team Managers

Understanding Revenue
Account Profitability
Sales Dashboard

Account Managers

Enhanced Account Management (EAM)
Whitespace Prospecting
Sales Dashboards

Owners

Understanding Revenue
Account Profitability
Business Benchmarking

BeeCastle Consult

Overview

BeeCastle Money

Overview

Updates

Blog
Latest News
Sign Up to Our Newsletter

Help

Help Portal
Terms and Conditions
Privacy Policy

Documentation

Excellence in Account Management
Security White Paper
E-book

Integrations

Connectwise Manage
Datto Autotask
HaloPSA
Microsoft Outlook
Xero

Pricing

Plan Options

Get in Touch

Get in Touch
Ask the Founders a Question
Follow us on LinkedIn
Email now

Our Company

About BeeCastle
Our History

Join Us

Culture and Values
Join our Team

Ask the Founders a Question

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