Streamlined account management
Increase up-sell and cross-sell revenues and eliminate duplicate or inaccurate customer information through Microsoft Dynamics CRM’s focused and coordinated approach to the management of existing customers using:
- Track all activities and interactions for each contact or account.
- Identify influencers, constituents, allies, and roadblocks for each account.
- Quickly identify cross-sell and up-sell opportunities.
- Track contract renewal dates and details.
- A complete view of account activity and history
- Parent-child relationship mapping for complex organizations
- Easy access to contracts and renewal dates
- Advanced query and search functionalities