01 / 14
Customer Relationship Management
Customer history is retained by the organisation, not by the individual.
A customer relationship accumulates over months as enquiries, quotations, negotiations and commitments. Where that record is held informally by individual representatives, it cannot be reviewed, audited or handed over, and it leaves the organisation when they do.
“Which accounts are at risk of being lost?”
ONESUITE
Eleven accounts have been inactive since receiving a quotation, seven of them within the past twelve days. Four recorded price as the objection. Revised offers have been prepared for each, within your approved discount limit, and await review.
Investigated, reasoned and prepared. Nothing is sent, paid or amended without your authorisation.
The working surface
Accounts
Enquiry
Quoted
Negotiation
Closed
What it covers
- Enquiries, correspondence, quotations and commitments on a single timeline for each account
- The current stage of every opportunity, with time elapsed at each stage
- Documented ownership of every commitment given to a customer
- Opportunities that have become inactive, and the stage at which they stalled
- Pipeline value likely to convert within the period, separated from speculative volume
- Objections that recur, and the stages at which they arise
- Prepares follow-up correspondence with the applicable pricing and prior context
- Issues reminders to the responsible owner in advance of committed dates
- Despatches approved communications
Matters reserved for you
Which accounts to pursue, what commercial terms to concede, and when to withdraw.
The same engine, configured to your industry — one of 446 verticals — and provided without licence fee for the first year.
Request a configuration for your industry