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