Sales Force Automation: Account Management

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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

Single Account View

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.