Key Account Management
Power Up Your Pipeline
See the full details of your company pipeline in KAM. This view consolidates all your opportunities in a single pane of glass, so you never miss a close. The integration with PSA’s, including ConnectWise Manage, Kaseya BMS, Datto Autotask, Halo PSA, and Syncro, ensures that nothing falls through the cracks.
Our Global Dashboard lets you see opportunities, including account management pipelines, sales results, and the status of recommendation adoption.
Connect with your Contacts
KAM provides you with easy access to both your companies and your contacts. Quickly launch tasks and surveys from the Contact page with a single click.
Manage all of your customers’ documents, tasks, assets, and contacts from the customer profile page. This page also shows the Microsoft Secure Score for those clients integrating with MS 365.
Getting Closer by Getting Strategic
Access your customer strategy tools from the company profile. Easily create your SWOT and Business Canvas tools and dig deeper into what makes your client take action.
Our unified Customer Rater allows you to stack rank your customers and highlight your strongest partnerships.
The customer rater helps you increase sales traction with overlooked clients in the middle of your portfolio… and identify clients who might need to be let go.
Quickly jump to our QBR and GRC modules, start the process of formally meeting and engaging with the client, and deliver a story as unique as they are.