Account Management
Get more strategic in your sales pursuits with an all-inclusive accounts view. Work collaboratively with your team to effectively manage key company accounts and their stakeholders, make rapid progress, and close more deals.
See the whole picture.
View all your information from a single location, including the latest customer activity, associated contacts, pending deals, ongoing projects, and more. A complete view of your account makes collaboration easy, regardless of how the business changes.
Cater to different needs of the same organization.
Giving your attention to each individual or department is easy when you treat them as separate accounts under the same parent account. By setting up a parent-child account relationship in CRM, you can manage daily operations and interact with decision makers in a streamlined way.
One place to keep track of all your transactions.
Use Integra CRM to generate sales orders and see payment details within the account. Built-in inventory management functions allow you to generate invoices, collaborate with vendors and partners, and ultimately keep tabs on all your transactions in one place. Integra CRM also integrates with popular accounting tools to manage your back-office operations.
Discover key account-based insights.
Get deeper insights about the accounts that you manage with Integra CRM's built-in analytics. With a wide range of analytical components, you can quickly assess your priorities and complete tasks for important customers in a timely manner. Analytics also help you see which accounts are your most valuable, so you can assign your best team members to those accounts.