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Collaborative Account Planning Tools

For key and global accounts, the challenge of creating a comprehensive plan to defend and win business is significantly greater. The customer situation is complex, and many people are involved from your own organisation. Even when the concepts and methods of account management are understood, embedding them into the way things are done can be difficult or elusive, and often frustrated by day to day priorities.

Xmonic is a division of Imparta that is specifically dedicated to solving this issue. Xmonic helps companies to achieve best practice in the processes of key account management and planning, to help defend and extend your presence with your most important customers.

These activities are supported by RM3, account planning software that integrates with your CRM system and is specifically designed to support and enhance effective account management in a cross-border, collaborative environment.

• RM3 is structured around accounts rather than contacts. When you open an account in RM3 you enter a room dedicated to that customer and the account team that services it.
• Each account room contains expert tools and methods, based on best practice, to support the account team in developing the business with the customer to the full.
• The interface is designed to work with your account teams, allowing them to flex the level of planning carried out, according to the account and available resources.
• An auto monitor function focuses people on turning actions into reality through auto emails, short messaging, and escalation.
• Collaboration functions support remote account team working, making virtual account team working a reality; and also saving costs.
• Controlled customer collaboration functions. Supporting the escalating trend in supplier/customer collaboration in planning and project management.

For more information, please see www.xmonic.com

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