Account Management: Staying in touch with multiple stakeholders πŸ§‘β€βš•οΈπŸ‘©πŸ½β€πŸ’»πŸ§›

Markus Meier_49922
Markus Meier_49922 Member Posts: 25
Name Dropper First Comment First Anniversary Integration Partner
edited July 2022 in Business Talk #1

⁉️ 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.

πŸ’‘ 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