For Account Management
The customer stays. The owner changes. The memory doesn't.
A customer often outlives anyone responsible for it. Its knowledge should too.
A customer doesn't like telling its story twice.
- Someone changes companies, goes on parental leave or takes over another territory. Everything never entered leaves with them.
- The successor starts from zero. The customer expects you to remember three years.
- A CRM field shows the status, never the why: why the last price increase went badly, who really decides.
The knowledge belongs to the company, not the person.
Above the single deal
What becomes known about a company collects at the company, not only in the deal that happens to be open.
Handover without loss
Whoever takes over the account takes over its whole history, not just the contact details.
Across years
Every deal and every conversation stays in the history with its date, however many deals came in between.
On the first day after the handover
The first conversation doesn't start with questions the customer has already answered, but where the relationship left off.
See live how Sales Memory works in your sales.