All Account Management Articles

How to Create a Customer Profile in 2020 (+ Template)

By Jessica Pingrey on January 6, 2020 | Account Management, Sales, Templates | Comments (6)

A customer profile is a description of a customer based on their demographics, backgrounds, hobbies, and interests. Businesses that offer ongoing services, as well as subscription-based and product-based businesses, should use customer profiles. They help bolster your marketing efforts by determining the best messaging, offers, products, and services to deliver to attract your ideal client….

7 Best Practices for Effective Account Management 2020

By Jason Aten on January 6, 2020 | Account Management, Sales, Tip List | Comments (0)

Effective account management means building relationships and trust with your portfolio of customer accounts, and knowing how to handle the various challenges and opportunities that arise. Dedicated account managers serve as a vital touchpoint for your most important customers, and understanding these account management best practices can help you increase customer satisfaction and sales productivity….

The Ultimate Guide for Account Management 2020

By Jessica Pingrey on December 31, 2019 | Account Management, Sales, Ultimate Guide | Comments (0)

Account management is a role for sales professionals after the sale is closed by the account executive. An account manager is the go-to person for clients and is responsible for nurturing relationships with a defined portfolio of customers, helping them find solutions to new problems, and selling them upgrades or additional products and services. How…

How to Start & Manage a Help Desk – The Ultimate Guide

By Robert Watts on November 21, 2019 | Account Management, How To, Sales | Comments (1)

Help desk professionals manage customer service requests and address support tickets. Often, they also use specific software which, when used properly, can save time, effort, and money. Creating a help desk service consists of assessing your needs, training staff, and giving them tools to help them respond to customer concerns before the competition does. We…

11 Tips for Building Client Relationships Effectively in 2020

By Jessica Pingrey on November 19, 2019 | Account Management, Sales, Tip List | Comments (0)

Learning how to build strong relationships with customers is imperative for client satisfaction and customer retention. It’s one thing to make the first sale, but it’s another thing to constantly build relationships by delivering excellent, timely customer support, resolving client issues, and keeping happy customers coming back, resulting in recurring revenue and new referrals. Using…

6 Best Live Chat Software for Sales & Customer Service 2019

By Kiara Harvey on November 12, 2019 | Account Management, Buyers Guide, Sales | Comments (30)

Live chat apps are used to personally engage website visitors and to provide them with relevant information quickly, leading to better sales and service outcomes. We assessed several tools offering real-time chat services to determine the best live chat software for sales and customer service, including the best overall. Best Live Chat Software for Sales…

7 Techniques for Building Rapport with Clients in Sales

By Jason Aten on September 25, 2019 | Account Management, How To, Sales | Comments (2)

Rapport building with clients means developing a friendly connection that makes them comfortable with you as you establish a relationship. It is one of the most important skills for salespeople and is the foundation for building a successful relationship since people are more likely to do business with people they like and trust. Using a…

128 Helpful Customer Service Quotes From the Pros

By Jason Aten on August 14, 2019 | Account Management, Sales, Tip List | Comments (5)

Every good company wants to provide excellent customer service, but it’s not always easy to balance that with other business needs and goals. Sometimes, it can help to get inspiration from what others have found to be true. We’ve asked customer service experts to share with us quotes that their team lives by. The list…

6 Best Customer Service Software for 2019

By Sheena Jones on August 5, 2019 | Account Management, Buyers Guide, Sales | Comments (0)

Customer service software allows businesses to resolve and respond to customer issues and questions. Customer support software features like chat, knowledge base, and ticketing allow you to handle inquiries and issues more efficiently. We evaluated several options based on ease of use, affordability, and customer service specific features and came up with the top six….

6 Best Help Desk Software 2019

By Robert Watts on July 31, 2019 | Account Management, Buyers Guide, Sales | Comments (16)

Help desk software systems help you manage customer service tickets quickly and effectively. When implemented properly, they can save support teams a great deal of time and money. We looked at 20 of the best help desk systems on the market and narrowed it down to the best six based on features, pricing, and usability….

Unified Messaging: Definition, Cost, Features & Providers

By Robert Watts on July 29, 2019 | Account Management, Sales, What is | Comments (1)

Unified messaging is the integration of different kinds of messaging, like email, text, and social media, into one platform. Unified messaging software typically uses application programming interfaces (APIs) to import messaging features at varying costs, but make it easy to stay in communication with team members and clients throughout your daily work life. What Is…

What Is Customer Retention? Definition, Cost, & Providers

By Jason Aten on July 22, 2019 | Account Management, Sales, What is | Comments (0)

Customer retention is the effort businesses make to retain customers over a period of time. Because it is more expensive to find new customers than to keep existing ones, customer retention is an important part of any successful customer relationship strategy and can help your business be more profitable. How Customer Retention Works Customer retention…