Access real-time information on how the Account is being managed on RM3
Ever wondered what is really happening in an account beyond sets of financial data and contact reports? A feature of successful account management, as exemplified by RM3, is that an effective account team can anticipate future problems before the base data demonstrates existing issues. By the time the sales data generated by a CRM system indicates a problem it is often too late to remedy the situation. The management tools built in RM3 include a Crystal Reports facility as well as an expert tool which at a glance display how effectively the account is being run. These provide a very clear insight into the workings of the Virtual Account Team.