Papertrail
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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Losing data because of poor filing?

You need a system that keeps every document in its place.
PaperTrail is a powerful electronic document management system that
supports and organises your critical business processes.

 
 
 
 

Powerful Enterprise Content Management

Spend less time managing paper and more time managing processes.

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

Go paperless. Make the switch today.

 

Where to find us

For support: support@egis-software.com | For sales: sales@egis-software.com

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

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

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59 Aberdare drive, Industrial Park, Phoenix, Durban, 4051
Tel: 031 508 1520

Empower Suites, 8th Floor, Block A, The Octagon, Barnes Road, Central Accra, Ghana
Tel: +233 261 878 023

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

 

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