Key Account Management
All about working with Account and Contact records and Key Account Management features such as Relationship Maps, Account Matrix, White Space and Org Charts.
5 articles
- Accounts Hierarchy/Contact Org ChartsSetting up and using Org Charts & Account Hierarchies to understand relationships between companies and contacts.
- Using the Relation Graph for Accounts and ContactsHow to set up and use the Relation Graph for relationship mapping of Accounts and Contacts
- Using the Products Tab for AccountsHow to use the Products Tab for Account Management and Account Planning
- The Account Matrix View in DetailThis view is invaluable for Account Management allowing you to visualise key metrics to help you build and maintain effective relationships
- Account Management — Using Account Health in CoeveraLearn how to use Account Health to enhance your Account Management