Five Tools for Account Managers

As the business landscape continues to evolve, so do the tools and strategies that companies can use to manage their accounts. In 2023, there are a variety of tools available to help streamline the account management process and make the most of customer relationships. Below we highlight five key tools that will be essential for account management in 2023.

CRM Software

Customer Relationship Management (CRM) software is a must-have to effectively manage accounts. CRM software allows businesses to centralize all customer data, including contact information, sales history, and communication logs, all in one place. This makes it easy to track customer interactions and identify sales opportunities. Some popular CRM software options include Salesforce and Hubspot, however, there are many others worth trying too.

Social Media Management Tools

Social media has become an integral part of business today, and businesses need tools to help them manage their social media accounts effectively. Social media management tools allow businesses to schedule posts, track mentions and engagement, and analyze their social media performance. Hootsuite and Sprout Social are popular social media management tools to use.

Email Marketing Platforms

Email is still one of the most effective ways to communicate with customers and stay top-of-mind. Email marketing platforms allow businesses to create and send email campaigns, segment their email lists, and track the performance of their campaigns. We’ve used Mailchimp and Campaign Monitor extensively in the past though there are some interesting new options such as Sendinblue and ActiveCampaign which are also worth checking out.

Accounting Software

Accounting software is an essential tool for managing finances. It allows businesses to track income and expenses, create invoices, and generate financial reports. We mostly use Xero but there are loads of other popular accounting software options out there.

Project Management Tools

Project management tools help you stay organized and on top of tasks, which is especially important when working with multiple accounts. These tools allow businesses to create and assign tasks, track progress, and collaborate with team members. We use Asana and Notion to keep everything at Tenacity Works running smoothly, there are other popular project management tools worth trying.

In 2023, businesses will have access to a wide range of tools to help them manage their accounts more effectively. From CRM software to social media management tools, businesses will be able to streamline their processes, improve customer relationships, and increase sales. By investing in the right tools and utilizing them effectively, companies can set themselves up for success!

Tenacity Works is here to help you create intuitive, user-friendly experiences essential for the success of your brand in the coming year and beyond. Get in touch now and let us show you how smoothly we run our client projects!

Photo by Alex Perez on Unsplash.

Still scrolling? Let’s chat.