Sugar Account Management capabilities provide a single view of customers across products, geographies, account, and status. In one single page, users see not only account information, but all associated sales opportunities, contacts, activities, history, cases and quotes. Account management gives your organization the ability to build tighter, more profitable relationships by understanding the status of each account.
Impact
Understand account status and relationships
Improve up-selling and cross-selling opportunities
Ensure consistent interactions with customers
Share account information across marketing, sales and support departments
View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.
Account Ownership
Define who in your organization owns the account relationship and who else is involved in selling or supporting the account.
Coordinated Interactions
See who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.
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