How Account Management Works?

With account management system, you get a complete visibility of the account hierarchy, associated contacts, latest customer activity & conversation, ongoing/pending deals, closed deals, account rating, and much more, all in one place. You can even personalize the view of your important accounts to preserve long-term relationships. A good account management software provides 360-degree view of your accounts and ongoing business deals.

Boost Client Relations with Account Management Tool

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The more your clients trust your guidance, the likelier they are to remain loyal and recommend your services to others. It’s obvious that all your accounts are important. But to identifying those with potential for long-term value can direct you towards the goals. That’s why you need tools that can optimize your process of account management. You should consider the account management tool that can help you:

  • Manage various accounts closely with ease
  • Segment accounts based on their potential or your ratings
  • Collaborate effectively with your sales and internal teams
  • Identify sales opportunities and monitor all customer communications in one place
  • Organize and manage existing and new associated contacts
  • Build long-term relationships with the valuable customers
  • Measure long-term results and goal achievement

Unlock Your Potential with Tutterfly Account Management Software

Tutterfly CRM offers a powerful account management system to help you manage businesses’ and customers’ account information inside the CRM. The software makes it easy for the sales team to close better deals by providing them with complete information of a company’s deals, contacts and tasks in one place.

Centralize Your Accounts Data
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Access all your customer accounts directly from the CRM account management tool. This complete overview of the accounts makes it easy for businesses to manage or update their customer accounts and help the sales team to collaborate effectively.

Account Hierarchy
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With account hierarchy management, you can link associated accounts together using ‘parent account’ field. The feature allows you to set the Parent account field, thus giving you a 360-degree view of an organization and its subsidiaries. After linking the accounts, you can click on the links to easily navigate to the parent account.

All Account Information at One Place
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Manage and view all your information from a single location. This includes their associated contacts, latest activities, pending deals, ongoing tasks, and much more. This complete view of accounts offers easy access to associated contacts, opportunities, and collaboration tools.

Tasks & Activities Management
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With the Tutterfly CRM account management tool, you can perform various activities like creating a task, logging conversations with the clients using ‘Log a call’, and sending customized emails directly to the customers. This can elevate your communication process with the customers and help you fulfill their needs faster.

Account Summary
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Keep track of the accounts and check their status anytime. The software offers you account summary for all accounts where you can track details such as proposal amount, received queries, pending amount, closed deals, and so on.

Import Accounts
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With Tutterfly CRM, you can import your accounts to the CRM in a few clicks. Traditionally, the sales team takes up the responsibility of doing manual data entry of accounts & contacts. This can save both time and effort of the team that can very well go into other important tasks. Tutterfly CRM automates this process and allows you to import your client account details via CSV file.

Create and Manage Ledger
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Tutterfly CRM gives you an option to create and manage ledger in accounts. The feature offers you the ability to prepare financial statements. You can easily record all the transactions and financial statements of your clients in the ledger account. This can help you in managing and keeping track of the amount received from associated opportunities.

Merge Accounts
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In order to avoid duplication of records while importing data in bulk or entering it manually, Tutterfly offers you merge account feature. The feature also helps you merge accounts that you want to club together. This allows for a better account management and increases workflow efficiency.

Account View Management
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The view management feature allows the users to set a filter on the list of accounts they are working on. Doing so can make it convenient for the CRM users to navigate through the accounts of interest. They can simply pin the view for themselves or for others by clicking on the “share settings” option.

Account Ownership Management

One of the important benefits of Tutterfly CRM is its account ownership management feature. It lets you assign ownership of accounts across the teams. This is especially helpful in cases where one or the other team member is unavailable to work on an account. This feature ensures continuity in the workflow and run things smoothly in an organization.

Additional Fields for Account Info

Tutterfly CRM offers you the freedom to add any additional fields to the account information form. So you can create fields that can help you in further adding details to the account for better management. You can even choose to make those fields mandatory.

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Account Hierarchy

With account hierarchy management, you can link associated accounts together using ‘parent account’ field. The feature allows you to set the Parent account field, thus giving you a 360-degree view of an organization and its subsidiaries. After linking the accounts, you can click on the links to easily navigate to the parent account.

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Tasks & Activities Management

With the Tutterfly CRM account management tool, you can perform various activities like creating a task, logging conversations with the clients using ‘Log a call’, and sending customized emails directly to the customers. This can elevate your communication process with the customers and help you fulfill their needs faster.

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Import Accounts

With Tutterfly CRM, you can import your accounts to the CRM in a few clicks. Traditionally, the sales team takes up the responsibility of doing manual data entry of accounts & contacts. This can save both time and effort of the team that can very well go into other important tasks. Tutterfly CRM automates this process and allows you to import your client account details via CSV file.

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Merge Accounts

In order to avoid duplication of records while importing data in bulk or entering it manually, Tutterfly offers you merge account feature. The feature also helps you merge accounts that you want to club together. This allows for a better account management and increases workflow efficiency.

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Account Ownership Management

One of the important benefits of Tutterfly CRM is its account ownership management feature. It lets you assign ownership of accounts across the teams. This is especially helpful in cases where one or the other team member is unavailable to work on an account. This feature ensures continuity in the workflow and run things smoothly in an organization.

Transform Your Business by Investing in the Best Account Management Software

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Frequently Asked Questions

CRMs empower the sales reps by offering them a single view of a customer with just a few clicks. Any communication and relationship between you and your business can be captured and stored in a CRM so that you can have a holistic view of all tasks and activities.
The account management uses strategic approach towards managing and growing the important customers of a company. The purpose of account management module is to develop long-term relationships with the customers to meet the goals and objectives.
Account management allows you to meet the expectations of the clients and build long-lasting relationships based solely on trust and value addition. Doing so can help you sustain highly profitable customers. When you decide to dedicate some time and effort to understand the needs of big accounts, you win their trust and loyalty.