Empower your Sales and Customer Services teams with the comprehensive features of Account Management. This versatile app facilitates seamless account management and offers a suite of tools tailored to enhance productivity and performance.

Key Features:

Account Plans: Strategize effectively with detailed account plans tailored to your organization's objectives.
Recurring Tasks: Stay on top of important tasks with automated reminders and recurring task scheduling.
Account Health: Monitor the health of your accounts with intuitive dashboards, providing valuable insights at a glance.
Activities Management: Track and manage customer interactions efficiently, ensuring timely follow-ups and personalized engagements.
Integration with Office 365 & Teams: Seamlessly integrate with Office 365 and Teams to enhance collaboration and communication within your organization.
Automated Follow-up Task Creation: Automatically create follow-up tasks for key accounts based on predefined criteria, ensuring no missed opportunity.
Fully Connected to Microsoft Dynamics 365 Core Features: Benefit from full integration with Microsoft Dynamics 365 core features, including accounts, contacts, and tasks.

Ideal for:

Account-Based Marketing: Tailor your marketing strategies to target specific accounts effectively, maximizing ROI and customer engagement.
Account Management: Streamline account management processes, from prospecting to nurturing, to drive business growth and customer satisfaction.
Customer Success Management: Enhance customer success initiatives by proactively managing customer relationships and delivering exceptional experiences.

Whether you're focused on nurturing existing accounts, targeting new prospects, or ensuring customer satisfaction, Account Management is the ultimate solution to streamline your operations and drive success.

Gestisoft Account Management with Reccuring Tasks

by Gestisoft Inc.