Close, one of the main KPIs we measure

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These tiers determine how much time the success team spends with an account—those in the top two tiers are assigned 1:1 Success Managers, while bottom-tier accounts have access to email support. However, each account is handled on a case-by-case basis.

"For the most part, we strategize differently from account to account, but of course, try and share best practices. If something works really well, be sure to use it in other areas that make sense," Meghann says.

"Most of our Customers are in the SMB market, so we have many close relationships with our partners. We really value the transparency and candor we can have with them, and tend to look at our role as more consultative and collaborative than just a straight business relationship."

Run a Health Check
Next, the team looks at how much the account uses the Close platform. If there have been any internal movements that could impact future growth, like acquisitions or funding rounds, the team makes a note of it in their file.

Key Account Management - Lead View in Close
Meet with Key Accounts Every Quarter
Once key accounts are in our pipeline, we constantly nurture them.

At key accounts against is hosting account reviews. Meghann says nepal telegram data her team pushes to meet with a percentage of our accounts every quarter and ensure they touch base with different customers each time.

"Our conversations are geared toward and around what is most important to the Customer. We also have multiple channels for our Customers to interact with us, so it’s not mandatory if they prefer not to have 1:1 Zoom meetings."

On top of this, there is an active Slack Community where customers can crowd-source best practices or ask questions, and the team also hosts product releases and roadmap webinars.

Key Account Management Tips - Meet with Key Accounts Every Quarter
If there is one message to take away from how Close's customer success team handles key accounts, it is this: We never want our customers to feel like our interactions are simply self-serving. Every interaction is to deepen the working relationship so we can grow—together.

Key Account Management Can Drive Growth—When You Do it Right
Most companies hear the word key account and automatically think about sales.

But key accounts are so much more than just revenue drivers. These accounts can become partners. It's these businesses who help grow your business—while you help grow theirs.