Account Managers
Knowledge is power
For account managers, you are the front line of the organisation 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.
Solutions for Account Managers on the frontline
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.
Enhanced Account Management (EAM)
A powerful tool that looks into the future at 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.
Every client’s health, and the reason behind it.
See it with your own data
Whitespace Prospecting
BeeCastle has created a unique view of your accounts with sophisticated data analysis that is both fast to comprehend and simple to execute suggested actions.
Review, take action, measure outcome.
BeeCastle suggests your core stack from what clients already buy.
Join BeeCastle
Create a free trial account today. No credit card needed.
- Free trial, no credit card needed
- Connect ConnectWise, Autotask or HaloPSA in about ten minutes
- Sign up with your Microsoft account or your work email
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Sales Dashboards
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.
Sales dashboard
Open opportunities
26
$184,250 pipeline
Outdated
7
past expected close
No recent activity
5
30 days
Opportunity value by stage
Proposal sentNegotiation
Top opportunities
Ready to see how BeeCastle can improve your business relationships?
Connect your PSA in about ten minutes and see your accounts, revenue and whitespace the same day.
