Account Management: Staying in touch with multiple stakeholders 🧑⚕️👩🏽💻🧛
⁉️ The Challenge: Managing "Multi-Threaded" Large Accounts
While on a transactional sale, you might meet a prospect a few times and try to create a good vibe until the close. In enterprise sales / strategic account management, everything is about building trust and maintaining a good relationship with multiple people over a long period of time.
💡 How can you use Pipedrive to do so?
A great way to remind yourself of staying in touch is the Contacts Timeline. However, it is easy to get lost with all the contact on there. Thus the tip: create a filter for each of your strategic accounts to maintain the overview. Put yourself an account-review blocker in the diary (probably with your wider account team) to review the timeline regularly!
↗️ Check out my Blog Article on Building & Maintaining Relationships for more Tips & Best Practices