Account managers manage sales and customer relationships for specific companies. They maintain existing client relationships for long-term business. Account managers serve as interface between customer service and sales. They generate sales and identify new opportunities within existing accounts
Live chat enables real-time communication between businesses and website visitors. Implemented through code or plugin, accessible without installation. Over 43% of shoppers prefer real-time customer service via chat
Collection includes CRM spreadsheet, client information database, and invoice templates. Templates designed for small businesses to track client information. Templates can be customized with various columns and data types
Project dashboard template shows timelines, financial status and risks. Project budget template tracks costs and resource allocation. Business plan template plots progress on visual timeline
Expresses gratitude for hard work and maintains professional tone. Suitable for resignations and departures within company. Appropriate for team projects and professional relationships. Appropriate for client interactions and professional farewells
Genuine appreciation is essential when responding to thank you emails. Respond via email, phone, or in person. Timeliness shows prioritization and reinforces appreciation