Reviewing Accounts

 Account reviews can be a time consuming process. Nonetheless it is an important activity in understanding what is happening with your most important customers.

 RM3 is a valuable tool in the account review process.

• It makes day to day planning and capturing of events easier. The periodic account review becomes less of an event.
• The chase functions within RM3 will flag issues enabling the account team to be more proactive. As the account is run more effectively, the review is an easier process.
• RM3 provides the facilities for planning, analysis and defining actions in a practical way – it is a tool for the team, not an imposed system

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