What systems does a client manager need

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Account Manager Inventory
The number of calls, the speed of providing and processing information, meeting project deadlines and reporting can snowball if you don’t use tools to effectively organize your workflow.





CRM system is a storage of customer data. In addition to the main functions, it helps the company vp technical email lists prevent the loss of the accumulated database when one or another specialist leaves. Depending on the field of activity and the scale of the business, you can use amoCRM, Manzana, Mindbox, SAP, etc.
To set up communication with the audience, you can use special CRM modules (they are available in all the systems listed above) or connect MTS Exolve services via API . Products such as virtual PBX , SMS API , auto-dialing tools integrated with CRM will increase the efficiency of the customer service department employees.

In project management, it is useful to use task management systems (Bitrix24, Kaiten, PlanFix, YouGile) to account for resources, effectively plan and monitor project deadlines, and promote teamwork.


Document management can be done in various systems: 1C, Bitrix24, EDO - their choice depends on the IT landscape and business needs


Case
The head of the customer service department noted that due to the active growth of tasks in working with high-income clients, the turnover in other segments has noticeably decreased. The analysis revealed that customer managers do not have time to communicate with them, and this reduces the number of repeat purchases.

To solve the problem, we set up automated mailing chains linked to the post-sales cycle and category promotion via the MTS Exolve SMS API.