Build an even better relationship with your customers with a proactive sales team
OptiAccount supports your Key Account Teams so they have a better overview - directly in Dynamics 365 CRM
The module allows you and the key account team to plan your efforts and thus streamline the work around your best customers. You and the team can easily create a plan for this year's activities around the customers, follow how you manage versus planned and stay informed if the plan is not followed. This ensures that the company's most important customer relationships are maintained - even if you and the team are busy!
With OptiAccount you get a flexible solution, where you get started quickly and spend less time on registration. Data are available both in your Dynamics 365 CRM solution, but is among other things also fully integrated into Microsoft Teams. It provides a quick overview so you get more time to customers.