Article: Ceboa-Simplify-Accounts-Contacts-And-Leads
Simplify Accounts, Contacts, Leads, and Opportunities


[image] "Ceboa's Account Manager is an easy way to manage client information, your leads and future opportunities, and your next step client actions."
- Ron Franke, CEO

Ceboa's Account Manager is tailored for the needs of independent business professionals, sole practitioners, and small offices. It gives you easy access and control over your client and sales accounts from any location with any web enabled device.
The Account Manager focuses on presenting quick access to client information and enables you to easily document actions that you perform in support of your clients. Status and information fields allow you to prioritize your clients, identify next step actions, and establish reference criteria and account identifications based on your operational practice needs and preferences.

Ceboa gives you the resources and the confidence that you are effectively monitoring the sales process and communicating with your client and customer. Ceboa ensures that:
  • You accomplish goals that you and your client have identified.
  • Can easily gather and share with your client your product, service, or process information.
  • Know the status and state of your client specific services and your sales process.
  • Can identify and resolve issues that arise in your client specific services and your sales process.
  • You can adjust to the dynamic aspects of your account activities and ensure that you meet the needs of your clients.
  • You have the most accurate and current information client and lead.
  • Can easily share information with your client including text-based content and formats such as files, video, images, and audio.