To proactively anticipate the needs of their accounts, account managers must keep all their key information well-organized and easily accessible. They must prevent an unexpected end to the relationship by understanding the dynamics of relationships between the company and key accounts. If anything gets past an account manager, they must be ready to resolve issues and note what to avoid doing in the future. To keep track of so much account-specific data, account managers must have a strong database in place.
Prophet enables account managers to ensure consistent, timely outreach to their accounts. Prophet provides users with a relational database with customizable data fields to track any specific data point. Unless otherwise specified, contact, company, and opportunity records are shared across the whole company. Track all past interactions, shared documents, or deal stage notes along with records. Prophet’s open API structure allows it to be integrated with website forms, system software, accounting software, ERP systems, and any cloud-based apps, allowing departments using other software to share visibility to their data with the whole team. When your customer is looking to purchase more products, Prophet CRM tracks each purchase, retaining the key indicators as to when a client is ready to buy. Stay on top of client needs with a fine-tuned database with all the information you need.