Streamline and Manage Account Activity All in One System
Optimize sales with tools for effective account planning, outreach, documentation and reporting. Manage all account information and activities in one system.
Easy-to-use, customizable dashboards show at-a-glance call distribution — by account, type, product, objective, call volume and history. The Event Manager includes a planner that allows users to easily save, add, copy and delete appointments, events and calls, manage events and contacts. Users can also attach supporting files for appointments and calls for documentation storage and quick retrieval.
- Increase Sales Effectiveness
- Optimize Sales Time Management
- Better Manage Sales Resources
- Conduct Reporting on Sales Activities
- View call volume and distribution of calls
- View/edit/copy/delete last 10 calls
- View/edit/copy/delete next 10 calls
Manage Events and Information
- View past & upcoming appointments in calendar format
- Add/edit/copy/delete appointments from the calendar
- Manage accounts and contacts directly from appointments
Manage Accounts and Information
- View account profiles
- Define key accounts
- Create new accounts
- View call history and upcoming events for selected accounts/contacts
- Add/edit/copy/delete appointments for selected accounts/contacts
- Run reports by accounts, calls or events
- Analyze reports by total account activities
- View information by sales staff member
Contact us for more information on how Account Executive streamlines account tracking and activity.
Call us at 215-639-9345 x100 or email us at firstname.lastname@example.org.
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