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Importance of Success and Account Management

 

Account management has long been realised as a key influence to building long-term relationships with valued Customers. The importance of having a group outside of the Sales team that focuses on renewing, upselling, and cross selling cannot be underestimated. 

Account Managers are present in all sort of businesses, from traditional manufacturing to the most modern industries.

Customer success, however, is a bit newer. And its recent popularity has been driven largely by the software as a-service industry.  While every industry can benefit from customer success manager strategies, the responsibilities of a customer success professional / Account Manager have largely been shaped by the software as a-service customer lifecycle.

We believe in Growth; we foster productive relationships with our users and celebrate their achievements.  

The backgrounds of these two fields, viz Account Management & Sales, might not seem relevant to the discussion of what they do differently.  But how companies interact with customers has changed a great deal as business has changed, and that’s had an effect on what you need to do to generate customer loyalty.

Developing strong Account management communication with our customers, ensures loyalty is at the core of customer success – Communication is key!

Loyal customers are the most valuable to any company, we have a Personalized approach – We put the customer at the centre of everything we do and provide the consulting services that maximize benefits for your organisation. 

At PaperTrail we firmly believe that Customers that have had great onboarding, adoption and expansion experiences are likely to refer other customers, and that further increases their lifetime value.  Increasing that value is of prime concern to Success Managers / Account Managers.
Most important to us is the building of relationships through Account Management to ensure our Clients continuously receive the best possible service on any aspect of our relationship.

This is seen in the amount of long standing relationships we have across the entire spectrum of our valued Client Base

As an example within the Banking Sector we have 3 of the 4 major Banks being Clients of PaperTrail  each for more than 15 years.

One document management system that has all these features is PaperTrail, the smartest document management and collaboration tool in the market.

Written by : Leanne Pretorius 

Client Account Manager at Egis Software

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Any Document Type

 

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Powerful Enterprise Content Management

Spend less time managing paper and more time managing processes.
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Automate business operations ensuring compliance and increase efficiency
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Customisable workflows and powerful form capability
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Allocate incoming correspondence to initiate business procedure
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Collect critical data for customised reports and intelligent searching
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Easily manage permission structures allowing limited access to sensitive information
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IOS and Android compatibility
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Electronically sign and send documents
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Signature compliance in terms of both ECT Act and POPI
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Tight integration to MS Office and Outlook
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Customised third party system integration

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Johannesburg Office

138 Athol Street,
Highlands North,
2192
Tel: 011 880 4411

Cape Town Office

Unit 5,
10 Park Lane, Grosvenor Square,
Century City, Cape Town
Tel: 021 913 1221

Durban Office

59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
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Tel: +233 261 878 023

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23 Piwakawaka Court, Rototuna, Hamilton, New Zealand 3210
Tel: +64 (0)21 646 767 OR
+64 (0) 2239 27507

 

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