Account Management

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If growing a customer base is the ultimate priority for just about every business, why is the process of managing it so disorganized? In many organizations the sales responsibility is dispersed between departments. That makes it difficult. The fact that so many different systems and types of software are being used to track customer status makes it nearly impossible. Up-sell opportunities can be lost because it’s difficult to serve up the right messages at the right time.

Maintaining customer touch points in a way that continues to add value is critical. Onit’s Account Management solution provides a simple way to serve up the right messages, assets, and talking points that your sales teams can use to engage customers and close more effectively. Whether you want to schedule periodic reminders, trigger ad hoc marketing announcements, or have different content served up based on the sales stage, Onit can make account management more manageable.

Benefits

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Central Repository

A single source for all sales collateral and other customer-facing content.

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Notifications

Proactive alerts of what to do, when to do it, and what content to use - for each customer.

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Usability

A simple, lightweight tool gives you the information you need and requires almost no training.

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Custom Workflows

Workflows are tailored for your processes and can be updated with ease.

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Account Profile

One-page snapshots of all essential information and metrics are available for each account.

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Integrations

Onit integrates with most customer relationship management systems, removing the need to enter information in multiple systems.

Standardized account management processes and the right technology can help you upsell clients. Take the pressure off new business teams to grow revenue.

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Our Customers

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Fortune 1000 IT Solutions Provider

"The App really works – our “COCP Against” [Change of Channel Partner] rate has been next to nothing since we started using Onit, and we used to lose 10–15 customers to COCP a MONTH. Now we don’t even see 15 losses in an entire year. I cannot stress enough how important that was to us. Every customer we lost meant we needed 5–7 new ones just to replace the lost legacy income. It was mission critical to retain our customers."

Dana McDonald

Senior Counsel, Under Armour

“Onit has proven a great partner both in terms of its product features and the customer service support the Onit team provides. Onit provides a very nimble product that can be quickly modified and adapted for various business needs.”

Can we help you build a better business?