Visualize At-Risk Accounts In Salesforce

August 1, 2016 - 2 minutes read

Losing track of customer interaction is the worst fear of every sales rep and sales manager. The longer the elapsed time, the more likely a customer is at risk of being lost. This is a pressing challenge for every organization, day in and day out.

cfMAPP enables sales reps and sales managers to address this critical issue with the ability to identify and act on At-risk customers. Now with one click, a sales rep can track accounts anywhere in his territory based on the at-risk indicators using the “Top 10” feature. This feature can be activated for any picklist or text field.

Once a user clicks on the Top 10 icon, the pins are instantly color coded from highest frequency to lowest, for the top 10 values. The user can select specific values, and perform actions on those records. For example, they can select accounts that have not been contacted in a while – but still “reasonably recent” – and activate a “in the neighborhood” campaign. For accounts that have lapsed, they can export the list for taking further actions.

Businesses can now reactivate, renew and prioritize accounts throughout their customer success journey.  Turn neglect into opportunities and boost the sales pipeline

Visualize At-Risk Accounts. In Salesforce.

Sales Reps.

Manage your day by identifying at-risk accounts and prioritizing sales calls or by up-selling to accounts ready for renewal.

identifying at-risk accounts

Sales Managers

Monitor your sales teams accounts and ensure your sales reps are actively engaging with their accounts, making sure they are leaving no stone unturned.

Actively Engage Accounts

Enhance account interaction and manage at-risk accounts in Salesforce and start driving your sales pipeline and performance.

Get a demo today and see how cfMAPP At-risk account feature can help you supercharge your sales.