Importance of Success and Account Management


Account management has long been realised as a key influence to building long-term relationships with valued Customers. The importance of having a group outside of the Sales team that focuses on renewing, upselling, and cross selling cannot be underestimated. 

Account Managers are present in all sort of businesses, from traditional manufacturing to the most modern industries.

Customer success, however, is a bit newer. And its recent popularity has been driven largely by the software as a-service industry.  While every industry can benefit from customer success manager strategies, the responsibilities of a customer success professional / Account Manager have largely been shaped by the software as a-service customer lifecycle.

We believe in Growth; we foster productive relationships with our users and celebrate their achievements.  

The backgrounds of these two fields, viz Account Management & Sales, might not seem relevant to the discussion of what they do differently.  But how companies interact with customers has changed a great deal as business has changed, and that’s had an effect on what you need to do to generate customer loyalty.

Developing strong Account management communication with our customers, ensures loyalty is at the core of customer success – Communication is key!

Loyal customers are the most valuable to any company, we have a Personalized approach – We put the customer at the centre of everything we do and provide the consulting services that maximize benefits for your organisation. 

At PaperTrail we firmly believe that Customers that have had great onboarding, adoption and expansion experiences are likely to refer other customers, and that further increases their lifetime value.  Increasing that value is of prime concern to Success Managers / Account Managers.
Most important to us is the building of relationships through Account Management to ensure our Clients continuously receive the best possible service on any aspect of our relationship.

This is seen in the amount of long standing relationships we have across the entire spectrum of our valued Client Base

As an example within the Banking Sector we have 3 of the 4 major Banks being Clients of PaperTrail  each for more than 15 years.

One document management system that has all these features is PaperTrail, the smartest document management and collaboration tool in the market.

Written by : Leanne Pretorius 

Client Account Manager at Egis Software

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IOS and Android compatibility
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Tight integration to MS Office and Outlook
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138 Athol Street,
Highlands North,
Tel: 011 880 4411

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Tel: +64 (0)21 646 767 OR
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