For account managers, you are the front line of the organization and the face of your MSP to the client.
It is your on-the-ground actions and decisions that often drive the viability and longevity of the account for the firm. Because much of BeeCastle is designed for you we have set out below a one line suggestion for many of the problems account managers face each day.
To see the relationship strength or status of a group of Accounts - use Segments
To find opportunities that are a perfect fit for your accounts – use Whitespace Prospecting.
To monitor your progress with accounts and to determine your priorities – use Sales Dashboards
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.
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 strategic plan your next moves.
Whitespace Prospecting
BeeCastle has created a unique view of you accounts with sophisticated data analysis that is both fast to comprehend and simple to execute suggested actions.
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.
Use real time data to help your team collaborate for success.
Ready to see how BeeCastle can improve your business relationships?
