It costs far more to win a customer than to keep one. Most systems still focus on winning.
Early accessAccount Management Software in Oxfordshire
Looking for account management software in Oxfordshire? CubeCRM works with businesses in Oxford, Banbury and Bicester, from the first walkthrough to a team that actually uses it.
- Part of CubeCRM
- Oxfordshire
- 01234 672 617
Oxfordshire businesses tend to reach us at the same point: the team has grown, the customer list has not kept up, and the workarounds have started to cost more than a proper system would.
That is the point at which account management software is worth doing properly.
For many businesses a small number of accounts provide most of the revenue, and those accounts are looked after by one or two people with a good memory and a full inbox. That works until somebody leaves, a contract renewal is missed, or a competitor gets to the finance director while you were talking to the buyer. CubeCRM gives each key account a proper home: an account plan with goals and actions, every contact by role, renewal and contract dates, open quotes and cases, and a full history of every conversation. Account managers can see where coverage is thin, which accounts are growing or shrinking, and what is due next, and the business keeps the relationship even when the people change.
- Planned
Goals and actions for every key account
- Early
Warning on renewals and risk
- Kept
History when account owners change
What it does
Inside account management software
The parts of CubeCRM that make up account management. Everything here sits on the same customer record, so nothing needs re-keying between them.
Account plans
Goals, actions, opportunities and review dates for each key account, kept on the record rather than in a slide deck that is updated once a year.
Contact coverage
Every contact at the account by role and influence, with the date you last spoke to each - so a relationship that rests on one person is obvious.
Contracts and renewals
Contract start and end dates, agreed terms and renewal reminders months ahead, so a renewal is a planned conversation rather than a surprise.
Growth and risk at a glance
Revenue trends from your accounts package alongside activity, open cases and quote history, so accounts at risk show up before they leave.
Service in view
Open complaints and support cases sit on the account, so the account manager knows about a problem before the customer raises it at the review meeting.
Handover that keeps the history
When accounts change hands the new owner inherits everything - plans, contacts, conversations and commitments - without a fortnight of briefings.
In practice
Problems this actually solves
Typical situations, anonymised. What businesses tell us before they change anything, and what changes afterwards.
- Case 1
A renewal nobody saw coming
Before
A facilities services company lost a large multi-site contract when it went to tender. The renewal date had been known, but it lived in a filing cabinet and nobody prepared.
With CubeCRM
Contract dates are on each account with reminders six months ahead and an account review booked automatically. The next major renewal was retained with a revised proposal prepared well in advance.
- Case 2
One relationship holding up an account
Before
A specialist supplier’s largest customer was managed entirely through one long-standing contact. When she retired, the supplier had no relationship with anybody else there.
With CubeCRM
Key accounts now show contact coverage by role, and account plans include actions to build relationships across the customer. Single-contact accounts are flagged for attention.
- Case 3
Complaints the account manager missed
Before
A distributor’s account manager arrived at a quarterly review to find the customer unhappy about three delivery issues handled by customer service. He had not been told.
With CubeCRM
Cases are logged on the account and visible to the account manager, who is notified of any on a key account. Reviews now start with the service record rather than being ambushed by it.
The features behind it
See the parts doing the work
Each one has its own page showing how it works. And if the business later needs orders and stock, CubeCRM grows into CubeERP on the same records.
Tasks & follow-ups
Calls, meetings, visits and to-dos logged against the customer, with reminders that raise themselves so a promised call-back actually happens.
See how it worksCase management
Customer queries and complaints as cases on the customer record - with owners, priorities, response targets and the account owner kept informed.
See how it worksMobile CRM
Customer history, visit notes, tasks and quoting on a phone - built for people who sell and serve away from a desk.
See how it works
Local coverage
Account management across Oxfordshire
Our Oxfordshire coverage includes Oxford, Banbury, Bicester, Witney, Abingdon and Didcot, and the OX postcode districts. If you are in Oxfordshire and not on that list, we almost certainly still cover you - ask.
37miles from our Olney office
Discovery and training can be done at your office - watching how enquiries really arrive and how the team really sells tells us more than any questionnaire.
Postcode districts
- OX
Areas we cover
Oxford, Banbury, Bicester, Witney, Abingdon, Didcot, Thame and Carterton.
How it happens
What getting started involves
The same process wherever you are, and for Oxfordshire discovery and training can be done in person.
- 1
Discovery
A short, structured session on how enquiries arrive, how you quote, and where customer information lives now - the inboxes, the spreadsheet, the old CRM and the notebook in the car. We come back with what works as standard and what needs configuring.
- 2
Setup
Pipeline stages, fields, quote templates, email connection, teams and permissions set up to match how you sell - not a demo account with your logo dropped on it.
- 3
Data import
Contacts, companies, open opportunities and quote history brought across from spreadsheets, inboxes or your previous CRM, with duplicates merged. You check it against what you had before anybody switches over.
- 4
Training & rollout
Short, role-based training so the sales team learns the pipeline and the office learns enquiries and cases - in person where it helps. Guides and screen recordings left behind for new starters.
- 5
Ongoing support
UK support from the people who built the platform, with a named contact, agreed response times, and a product roadmap you can influence.
You might call it something else
If you searched for any of these, this is the page you wanted.
- Key account management software
- KAM software
- Customer account management
- Account planning software
- Customer retention software
Questions
The things people ask first
Yes. Invoiced revenue can be synced from Xero, Sage or QuickBooks and shown on each account alongside quotes, activity and cases, so growth or decline is visible at a glance.
Each key account can have a plan with objectives, actions, owners and review dates. Actions become tasks with reminders, and the plan is reviewed on the record rather than in a separate document.
Yes. Accounts can be tiered, and tiers can drive contact frequency, review schedules, dashboards and who is notified about cases.
That is the point of it. Renewal reminders, contact coverage, service visibility and early warning when activity or revenue drops all help you act before a customer leaves rather than after.
Related
Other things we can put right
Also available in Oxfordshire.
B2B CRM Software
A CRM built around companies, sites and buying groups rather than individual consumers - for long sales cycles, repeat business and accounts with many people in them.
Client Management Software
For service businesses that manage clients rather than sell products - engagements, contacts, documents, renewals and every conversation on one client record.
Customer Service Software
Customer queries, complaints and after-sales issues logged as cases on the customer record - with owners, response targets and the sales team kept in the loop.
Sales Forecasting Software
A forecast built from the deals you actually have, weighted by stage and checked against your real win rates - not a spreadsheet filled in the night before.
Working in Oxfordshire?
Account management for your Oxfordshire business
Tell us what your current system does badly. We will tell you whether CubeCRM fixes it, and what it would take.
