Knowledge Sync Departments Account Management

KnowledgeSync for Account Management

Automated alerts ensure the right action at the right time.

Account management

Keep accounts profitable using KnowledgeSync.

KnowledgeSync delivers timely alerts that help you intervene before an account becomes problematic. You can use the software to:

  • Schedule follow-up activities such as phone calls to clients who have not purchased within a certain number of days, or emails to clients who have significantly changed their buying habits
  • Receive an alert about customers whose profitability has fallen below your corporate threshold so you can see which customers require some maintenance
  • Learn which customers have called for a support issue that may affect future purchases
Knowledge Sync Did You Know

Did you know. . .

. . . KnowledgeSync can identify (and alert an account manager) when a customer stops buying from you – or significantly changes their buying habits?

We use KnowledgeSync to compare each customer’s last month’s sales to their average monthly sales based on the preceding six months. If there’s a significant variance, KnowledgeSync notifies the account manager.

Let us show you how KnowledgeSync can empower your organization to be more proactive and customer-centric.