Account Management With POOL4TOOL

POOL4TOOL offers your company a 360-degree view of your clients, an optimal insight into your accounts. Collaboration between employees improves, and tight and lasting relationships with clients can be established and maintained.

Benefits:

• Full 360-degree view of your clients
• Higher client satisfaction
• Improvement of your employees' productivity
• Collaborative client management
• One uniform contact point for your customers
• Shorter training period for new employees

Highlights:

Comprehensive Account and Contact Database

Company-wide access is possible to all account data, including contact data, client organization charts, the role and position of contacts in your overall business relations, relevant documents, partners involved in your accounts, etc.

Integrated Account History

All client data can be tracked and viewed at one central point. This includes data on marketing campaigns, sales opportunities, customer service activities, and all other interactions.

Account Hierarchy

Relations between accounts can be defined to illustrate complex companies with their subsidiaries and/or business units.

Team Account Management

All parties involved in account management are described with their fields of business activities — executive sponsor, support associate, etc. Client reference programs can be administrated, by finding accounts that can be used as marketing and sales references.