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