Account Management between businesses and suppliers is key, but companies often underestimate the importance of forging and maintaining good links.  New technology, e.g. CRM or Platform is a sizeable investment for any company, however, understandably, the focus quickly moves back to business as usual once this is in place. Ongoing Account Management can be seen as a lower priority unless the business instigates a plan to keep up to date with new functionality opportunities and continue to build the ongoing relationship.

This was apparent in one smaller adviser firm where staff had been using a leading CRM for a while but were experiencing issues with their workflows and requested help.

Mint Blue Consulting helped facilitate between the supplier and the company in question to re-engage and utilise the dedicated extended support, not just for workflow improvements, but also to explore their other support services.

Mint Blue can assist companies by reviewing their current levels of Account Management and facilitating to help maximise their system use and utilise the supplier specialist knowledge.