Key Account Management
The key account management functions in Aurea CRM web provide you with an overview of all information relating to your key accounts.
A company is classified as one of your key accounts if:
- The Key Account check box in the company record is enabled.
- You are entered as the rep in the company record or are a member of the sales group assigned to the company.
You can edit data relating to your key accounts in the following areas:
Key Account Management Dashboard
Select (Sales) > Key Account Management Dashboard to open the key account management dashboard. The key account management dashboard can also be configured as your start page.
The following information is displayed:
- Your calendar, >> Calendar
- Activities with your key accounts in the previous two and next two weeks
- Tasks relating to your key accounts, >> Tasks
- Open offers for your key accounts, >> Offer Management – ISI
- Open tickets for your key accounts, >> Ticket Process
- Key account suggestions: companies whose total order value the previous year exceeded EUR 250,000 and that are not yet key accounts
- Opportunity matrix for your key accounts, >> Opportunity Matrix
- Costs vs Revenues: A comparison of activity expenses vs revenue
- Key Account Comparison: Breakdown on the performance of various key accounts
Key Account Information on a Company
Click on the Key Account Dashboard in the company tree to display information on a specific company in the key account dashboard.
The following information is displayed:
- Your activities involving this company
- Activities involving this company over the previous and next two weeks, and where you are not a participant
- Offers whose status is not "Closed", see Offer Management – ISI
- Open tickets, see Ticket Process
- Open tasks, see Tasks
- A timeline displaying all activities, opportunities, offers and tickets added for the company
- The opportunity matrix.
The information displayed here includes data added for other companies in the same corporate hierarchy, i.e. those companies linked to the current company via a relationship of the type "Corporate".