Key Account Management
Optimize Key Account Management with SugarCRM by Ambit
Streamline Key Account Management with Ambit for SugarCRM
A large percentage of total revenue typically comes from a small percentage of accounts. These accounts are a great asset for any business. Not only recurring but also up-sell and cross-sell opportunities exist if these accounts are managed well.
Account Managers don’t only sell. A great portion of their time is spent in building long-term, profitable relationships with stakeholders, cross-functional teams and influencers in their target accounts. Insights into these aspects are often lost when an account manager leaves. Companies should invest in collecting information and making it easy to access when reviewing accounts or onboarding a new account manager.
Ambit helps augment the SugarCRM experience by simplifying complex buying processes. A BU-level strategic plan that dives deep into existing relationship strengths with key players and its attractiveness to your business. A historical view of the evolution of account and BU status gives a holistic view of potential account revenue.
Account and BU-level focus
Large accounts are complex beasts. Breaking down these large accounts into logical and manageable buying units (BU) makes it easy to create strategies for subsets. With each buying unit having its unique buying processes, each account can have BU-level unique workflows.
BU Strength & Attractiveness
With SAM (Strategic Account Management) plans, you can now measure BU relationship strength and the active players involved. With a visible relationship chart, a quick look shows the current status of the account. You can also see how attractive a particular BU is to your business.
Account Grandstand
Get a high-level view of the entire account and the status of all of its Buying Units. A multi-account view gives your business a rounded view of how your account management teams are performing in all target accounts and their evolution over time. Draw strategies to move your most profitable accounts in the quadrant of your choice.
Account Planning & Completion
Draw a comprehensive customer journey map for a given account. Make it easy for Sales/AMs to onboard and act on closing fast. Enable marketing teams to develop and map assets for strategic accounts. Get a quick view of the completion of the BU plan based on defined KPIs.
Key Account Landscape
Product-BU view overlapped with relationship status, opportunities to grow new connections, and the level of activities is an indispensable asset for business leaders planning to grow sales. One view that both marketing and sales teams can relate to when working on strategic accounts.
Build profitable, long-lasting relationships with KAM for SugarCRM
Insights
Industry Expertise
Manufacturing
Consumer Goods
Services
Banking & Financial Services
Media & Telecom
Retail
Frequently Asked Questions
What is Ambit’s Key Account Management (KAM) solution for SugarCRM?
Ambit’s KAM solution enhances SugarCRM by providing a structured approach to managing key accounts, tracking relationships, and driving long-term profitability.
How does the KAM solution help businesses?
It simplifies complex buying processes, tracks relationship strengths, and provides historical insights into account evolution to improve upsell and cross-sell opportunities.
What is the benefit of BU (Buying Unit) segmentation?
BU segmentation breaks large accounts into manageable units, enabling custom workflows, strategy development, and a clearer view of account health.
How does the solution assist in account planning?
It provides an Account Grandstand, a multi-account view that tracks account performance, stakeholder relationships, and strategic growth opportunities.
Can the KAM solution help with stakeholder management?
Yes, it offers a relationship chart to visualize key players, influencers, and opportunities to expand engagement within strategic accounts.
How does the solution benefit sales and marketing teams?
It aligns sales and marketing by offering a product-BU view, helping teams map customer journeys, optimize engagement, and track BU plan completion based on KPIs.
How can businesses get started with Ambit’s KAM solution for SugarCRM?
Contact us for a demo and discover how KAM can help you build stronger, more profitable relationships with your key accounts.