It is more expensive and harder to get new customers to buy from you then keeping your existing. Therefor it is crucial for the sales team to keep track of there existing customers. When done right you can do a lot of upsell on your existing customers.
To be able to keep track of all customer you are responsible for CRM Accelerate includes a dashboard called My Accounts. On this dashboard you get a great overview of all customers and prospects where you are the sales rep.
REMINDERS - Gives the sales rep information about any action that the sales rep needs to take on any of the customers he/she is responsible for.
ACCOUNTS SCORECARD - KPI´s showing sales and sales orders for the customers the sales rep is responsible for.
MY ACCOUNTS - Lists all Customers attached to the Sales Rep. The color codes makes it visually clear when the sales rep was in contact with the customer.
MY PROSPECTS- Lists all Prospects attached to the Sales Rep. The color codes makes it visually clear when the sales rep was in contact with the customer. It is important to not forget your prospects.