Account Management with artificial intelligence

Customer Relationship Management (CRM) is one of the most important tasks of every sales leader and Key Account Manager.

However, traditional CRM Software overloads a B2B sales team without offering any useful information.

Although artificial intelligence is not going to replace the sales management job anytime soon, its usage can significantly enhance customer relationships. Therefore, Qymatix Software focuses on the minimal set of CRM functions that a sales leader needs to improve sales performance.

With the Qymatix CRM Software a user will be able to answer the following questions:

Who are our key accounts, customers and contacts?
What kinds of sales actions and deals are we working on?
Where can I find an overview of all projects or sales plans?

The Qymatix CRM software provides you with views listing your key accounts, contacts and sales actions.

The view Accounts has four tabs: all accounts and customers alphabetically listed, recently accessed accounts, clipped (or favourited) clients and an account filter.

crm-account-list

An account can be of different types, such as customer, lead (or prospect) or reseller. The list of industries follows the NACE Rev. 2 classification of industries.

You will notice across the account view, that most of the options are somehow pre-defined. This standardisation is necessary to perform CRM data mining using machine learning.

On request, we can adapt the numbers of classes or types. You can also access the number and type of classes from your company settings view.

Qymatix as your CRM Software? Know more here.

crm-new-account

If you click on one account name, you will access the details of that customer. From the account detail view, a sales leader can access a list of sales activities, sales deals and contacts. Users can also update relevant account information such as the number of employees, industry, and revenue. Remember that this information is useful to perform CRM data mining using machine learning algorithms. On demand, different classes and account types can be set.

crm-customer-detail

From the detailed account view, account fields, sales plans, actions and contacts can be modified or deleted. You can also add new ones.

In this view, you can also create, edit and delete accounts. Accounts can only be removed if no contact, sales plan, sales action or sales transaction are associated with it.

In the advanced and professional versions of Qymatix Predictive Sales Analytics, there is a link to the sales insights in this view as well.

Qymatix Expert Tip: Do you want to improve your customer’s satisfaction? Help your sales team to engage in real-time constructive discussions with them. Make sure your inside sales or Key Account Managers respond in less than one day to new inquiries.

Do you want to do some “agile” selling? Engage weekly with your sales team on the activities and accounts they are working on. Discuss with them what sales plans have good chances, and where do they see risk arising. Remember that you can access a list of customers by potential or risk in your sales insights view.

todo-sales-ai

Qymatix Expert Tip: Help your team to engage in real-time constructive discussions with their customers.

If you are using the CRM version of Qymatix tool, you will be able to access a list of your contacts as well. The contacts view has a similar structure as the account view. It is organised in two tabs: ordered alphabetically and recent contacts.

In the Activities view, you will find all your sales activities listed. There are four tabs in this view: all open activities by due date, all sales activities, recent events and a calendar view.

In this view, you will also find sales alarms created to your leads from our intelligent algorithms.

crm-calendar

Qymatix Expert Tip: Do you want an easy way to organize your day? Go to Activities and see a list of your open tasks by due date. Sales activities with past due date are marked in red.

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  • This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.5.0. Variations may occur with more advanced versions of the tool.
  • To the subject “Account Management (CRM)” suitable:

    CRM Analytics – The Qymatix most effective three tips for B2B sales

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