Account management

Struggling to retain and grow key accounts?

Unlock revenue potential with conversation intelligence Automate insights, track engagement, and strengthen relationships effortlessly

account management

Trusted by top customer success teams

Challenges in account management

Gaps in communication lead to missed revenue opportunities See how conversation intelligence helps you stay ahead of customer needs

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Scattered customer insights

Key account details are lost across emails meetings and CRMs making it hard to track customer sentiment and needs

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Lack of visibility into risks

Without structured insights at-risk accounts go unnoticed until it's too late impacting retention and expansion goals

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Slow onboarding and adoption

Customer onboarding lacks efficiency delaying adoption and reducing the likelihood of long-term success

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Unscalable account management

Managing multiple accounts manually leads to inefficiency reducing bandwidth for proactive customer engagement and strategy

Smarter account management

Turn conversations into actionable insights and proactively drive customer success with AI-powered automation

Unified customer intelligence

Real-time pipeline analytics

Automatically capture

Unified customer intelligence
Unified customer intelligence
Automated follow-up tracking

Real-time pipeline analytics

AI-driven reminders and meeting recaps keep follow-ups timely and relevant

Automated follow-up tracking
Automated follow-up tracking
Risk detection alerts

Real-time pipeline analytics

Spot early signs of disengagement with AI-powered insights

Risk detection alerts
Risk detection alerts
Onboarding intelligence

Real-time pipeline analytics

Analyze customer interactions to optimize onboarding

Onboarding intelligence
Onboarding intelligence
CRM auto-updates

Real-time pipeline analytics

Sync key renewal insights directly into your CRM without lifting a finger

CRM auto-updates
CRM auto-updates
Data-driven health scores

Real-time pipeline analytics

AI-powered analytics provide objective account health assessments

Data-driven health scores
Data-driven health scores

The results speak for themselves, so do our customers.

Your questions, answered

Everything you need to know about AI-powered account management

How does Avoma improve account management?

Avoma improves account management by providing comprehensive visibility into all customer touchpoints Account managers gain insights from every call, including product usage discussions, success metrics, and feature requests The platform ensures consistent follow-through on commitments, identifies relationship-building opportunities, and helps prioritize accounts based on sentiment and engagement patterns, resulting in more strategic account management

Does Avoma integrate with CRMs?

Yes, Avoma integrates seamlessly with major CRM platforms including Salesforce, HubSpot, Pipedrive, and others The integration synchronizes meeting data, conversation insights, and follow-up tasks directly to your CRM records, ensuring complete visibility without manual data entry This two-way integration ensures your team can access Avoma insights from within your CRM and maintains consistent data across systems

Does Avoma help with customer onboarding?

Yes, Avoma helps with customer onboarding by ensuring consistent process delivery, capturing key information from onboarding calls, and identifying potential issues early The platform helps onboarding specialists maintain visibility across all new customers, track completion of critical setup steps, and share successful onboarding approaches across the team This results in faster time-to-value for new customers and higher implementation success rates

How does Avoma detect account risks?

Avoma detects account risks through multi-signal analysis of customer conversations The platform identifies negative sentiment patterns, unresolved problems, competitive mentions, usage challenges, and stakeholder changes that might indicate trouble By aggregating these risk factors across all customer touchpoints, Avoma creates an early warning system that allows for proactive intervention before problems escalate to cancellation risk

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