Your Challenges - Customer Account Management

Do you know how well your customer portfolio is performing? How do customers compare? Can you rank them for a range of criteria? Can you spot trends or identify areas that are underperforming?

We don't have an overview of our customers

It's easy to see how a single customer is doing, but you can't draw any general conclusions from a single case. If you could see the bigger picture, you could identify revealing trends and patterns.

For example, do customers in the south pay earlier or later than those in the north? Do new customers order more often than those who have been with you for several years? Is there a particular type of customer that's more profitable than the rest?

We need a central database of activity

When you want to know why this month's sales activity is down on the same month last year, where do you go? Do you reach for a calculator and a set of print-outs?

If there's an unexpected leap in sales of a product, could you instantly analyse the buyers to see what they might have in common?
 

No two people are looking at the same set of data

There's plenty of live data in your organisation, but everybody has a different view of it. The order processing team can tell you what products are selling and who's buying them, but they can't give you a ranking. The sales office know which customers are performing well, but that's based on last week's sales figures. Each member of the sales team knows how their customers are performing, but they can't compare with their colleagues.

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