Customer Accounts Management Module manages all your business accounts in every possible way to give you convenience of tracking and handling your business accounts. "Accounts" can be organizations, customers, prospects or third parties involved in sales activities. The module is flexible and provides you with an unlimited number of fields to define business accounts.
This allows you to track ‘Accounts’ as specifically or generally as you wish to support your analysis needs. Each Account can have an unlimited number of contacts to support complex sales cycles and provides additional analysis at the contact level.
Customer Accounts Management is a fully integrated solution that enables you to link each customer account and it provides visibility into account balances, sales quotes, sales orders and even service orders and service calls. The in-built inquiry mechanism tells you on just a click what you want to know, whenever.

Customer Accounts

• View all information related to customer accounts, including contacts, interactions, campaigns, service request history, and other attributes.
• Track the history of all of your customer accounts
• Packages offered, negotiated and accepted to each customer account
• Different Price Offerings to each customer account
• Customer Accounts ranging from 1 to 10,000
• Customer satisfaction rating
• Customer Accounts opening & closing information
• Government  regulations and other necessary  docs scanned into the system
• At a glance, view:

• All the previous events that customers have attended
• All upcoming events that the customer is attending
• All marketing communications for your customer
• All sales opportunities, current and historical with respect to your customer
• Files that have been attached to your customer
• All correspondence and contact between your staff and your customers

• Track customized types of correspondence
• Full HTML formatting abilities for customer notes
• Copy and paste from emails with preserved formatting
• Easily set follow up tasks or appointments when entering customer notes
• Track all accounts and related contacts, opportunities, cases, and other details.
• Specify relationships between accounts and their subsidiaries or other divisions
• Import accounts from external sources and other applications
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up selling and cross selling
• Create fully customizable account reports
• Export accounts to spreadsheet software, such as Microsoft® Excel®, Open Office®, to analyze the buying patterns of a customers and set up loyalty programs
• Attach customer-specific documents to accounts for a quick reference in future
• Define who in your organization owns the account relationship and who else is involved in selling or supporting the account.
• See who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.
• Track all accounts and related contacts, opportunities, cases, and other details.
• Specify relationships between accounts and their subsidiaries or other divisions
• Import accounts from external sources and other applications
• Generate quotes, sales orders, and invoices for the accounts
• Track purchase history of the customers and analyze opportunities for up selling and cross selling
• Create fully customizable account reports
• Export accounts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, to analyze the buying patterns of a customers and set up loyalty programs
• Attach customer-specific documents to accounts for a quick reference in future
• View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.
• Define who in your organization owns the account relationship and who else is involved in selling or supporting the account.
• See who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.
• Track all account and related opportunities, cases, activities, and other details from a common repository
• Create the hierarchy of contacts within an account to have a better coordination while dealing with customers
• Import contacts from external sources other applications
• Export contacts to spreadsheet software, such as Microsoft® Excel®, OpenOffice®, and others for further analysis
• Synchronize contacts and accounts with Microsoft® Outlook®.
• Ensure sales and marketing understand the service status of each account to prevent surprises when calling upon the account.

Analytics & Reporting

• Rank cases based on importance of account and severity of problem.
• Monitor open cases across support representatives, account, time period or other attributes.
• Create and manage support entitlements for given accounts to ensure SLAs are enforced.
• View all information related to accounts, including contacts, interactions, campaigns, service request history, and other attributes.
• Define who in your organization owns the account relationship and who else is involved in selling or supporting the account.
• See who in your organization is interacting with the account before engaging. Understand if there are other marketing, sales or service interactions occurring with the account.