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How to Identify Key Accounts: A Quick Guide to Getting it Right

Account Manager Tips

You're sitting on a goldmine of existing customers that: can deliver an above-average revenue growth; want to invest in your partnership; will co-create value in ways that neither of you could do alone. Portrait Software became a key account, and within 18 months, that partnership led to winning the larger Pitney Bowes business.

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How to calculate ROI of CRM (& improve it too!)

Insightly

Simply divide your net profit by the total investment, multiply by 100, and you have your number: ROI = net profit / total investment * 100 But estimating ROI for a business system—such as a Customer Relationship Management system (CRM) —is not as straightforward as a one-time advertising campaign. No one doubts that.

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