Enhanced Account Management

Relationship Management - made simple!

When its time for Enhanced Performance, you need the highest quality information in real time

Use BeeCastle systems to nurture the health of your customer relationships with our AI driven relationship management tools

Measure exactly how engaged your customers truly are, automate logging of CRM activities, plan your meetings and understand precisely the actions needed to nurture, grow and retain clients

See Account Management in action

Share your details to see our all-access demos showing you how BeeCastle can help your MSP grow revenue, profitability and customer satisfaction through the power of your PSA data.

Take your relationship management to the next level with Beecastle

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Engagement

Combine experience data and behaviour cues and map out the end-to-end customer journey so you can step in at the right time to remove friction and optimise their journey.

Industry Tested

Works out of the box

Get your Account Management program up and running faster with EaM Advanced Account Management Solutions—industry-designed solutions featuring our proprietary methodology and time-saving automation.

Includes all your data for email, calendar, teams calling merged with your PSA data to create powerful dashboards.
Tested in some of the world’s most successful MSPs in 7 countries and customized for your needs.
10 minute integration and ready to launch in minutes for your team

Segments Overview

Create a segment or watch-list of a key segment of your accounts to allow to perform sophisticated data analysis that is both fast to comprehend and simple to execute on recommended actions.

Create a saved filter of your accounts, for example by state or industry vertical and then see your engagement and relationship strength at a glance.

BeeCastle highlights where an urgent reach-out is needed
Identify a positive relationship that is fertile ground for upsell and cross sell
Monitor the time spent on different sector to enhance your allocation of resources

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Meeting Planner

A powerful tool that looks into the future as to what you and your team have planned and then marries this with activity to date across the broader team to allow you to strategically plan your next moves

Ensure that QBRs, strategic roadmap reviews, and project check-ins are occurring as per the plan
Are we hitting our targets? Where should we focus?
Who are we seeing this week? Who is responsible for that?

Engagement Summary

BeeCastle’s comprehensive and proprietary team dashboards are used by teams across the globe to track engagement, first meetings, follow ups, effort in sectors and much more.

Key questions answered include:

How many meetings have we had in a particular sector?
How many new clients have we met with last month, and how does this compare to our normal run rate?
How much time has John spent on a particular client?
and much, much more.

Join BeeCastle

Create a free trial account today.

Companies

Search for any company with our global search and then dive in to a new world of detail to understand the strength of the relationship, the history of engagement from emails, meetings, teams calls and meetings notes all shared with the team in real time and stored in a central cloud for ease of access.

Set an engagement goal
Identify the decision makers
Consider cadence of meetings against your goal
See relationship progress in real time
Understand the quality of the meetings

Activity KPIs

Unlock unparalleled insights with our KPI analytics dashboard, tailor-made for MSP account managers. Visualize crucial metrics at a glance – from the number of client meetings to their durations.

Drive performance, enhance accountability, and supercharge client interactions.

Features

Team Activity
My Activity

Team Activity

Benefit from out of the box KPI performance tracking for your team on critical metrics that matter for MSPs. Critical KPIs covered include:

Number of meetings by customer tier or portfolio.
Account Manager leaderboard and relative performance.
First meetings (with new accounts) to understand growth lead items.

Some of the worlds top MSPs use our Team Activity to ensure accountability, objective reporting and a high performing team.

My Activity

View you personalized dashboard separately and track your own KPIs as well as understanding where you are spending your time and where future opportunities exist.

Plan your time to be as effective as possible. Make a difference to accounts that need your attention.

Get Started

Enhanced Account Management

Relationship Management - made simple!

See Account Management in action

Start demo now

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Engagement

Engagement

Module Features

Industry Tested

Works out of the box

Segments Overview

Meeting Planner

Engagement Summary

Ready to see how BeeCastle can improve your business relationships?

Join BeeCastle

Companies

Activity KPIs

Activity KPIs

Features

Team Activity

My Activity

Ready to see how BeeCastle can improve your teams's performance?