Get Strategic About Client Relationships
Introducing KAM,
The Key Account Management Module
Our new Key Account Management (KAM) module that allows you to better organize your client relationships. KAM helps you see everything in one place
Power Up your Pipeline
See the full detail of your company pipeline in KAM. This view provides all your opportunities in a single pane of glass so you never miss closing. The integration with PSA’s including ConnectWise Manage, Kaseya BMS, Datto Autotask, Halo PSA, and Syncro ensure that nothing falls through the cracks.
Our Global Dashboard lets you see opportunities including account management pipelines, sales results, and recommendation adoption status.
Connect with your Contacts
KAM provides you with easy access to both your companies and your contacts. Quickly launch tasks and surveys directly from the Contact page in one 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 found in the middle of your portfolio…and identifying clients who might need let go.
Quickly jump to our QBR and GRC modules and start the process of formally meeting and engaging with the client and deliver a story that is as unique as they are.
"Using vCIOToolbox gives me the confidence that I could support our recommendations and answer my client's most challenging questions.
Our first QBR yielded a technology roadmap that included over $50K in new project opportunities.
The platform has brought us structure and process where there once was none."