What do you do if you need to manage accounts remotely?

Relationship management is very key. Communicate effectively. Set and manage expectations. Leverage technology. Ask what means your client prefers- teams,zoom,googlemeet,whatsApp etc Provide value and insights. Nurture relationships above and beyond the day to day business transactions. Ask about their welfare once in a while.

To manage accounts remotely, utilize cloud-based accounting software for real-time access to financial data from anywhere. Implement secure online banking and payment platforms for transactions. Communicate regularly with team members through video conferencing and collaboration tools. Set up automated reminders and alerts for timely financial tasks. Ensure data security through encrypted connections and regular backups.

Welcome to sales! I have done this for years and it has ramped up since 2020! I have had customers NOT want to meet in person as they LOVE being in their homes and the office is so far away! Leverage ALL technology (text/call/email/vmail/calendar invite/Slack/Teams) and so with a smile! Your customers get hit up non-stop by a million salespeople; you HAVE to stand out - I do so by 1. Humor 2. Small-talk 3. Weaving in business 4. Closing with more small-talk. I believe it's called the "sandwich" method of communication! Works wonders for me!

Technology, have made things easier than traditional way of doing things today. It will be a total support to make us of tech since you can not sit face to face with your clients or employers. Someone must be integrated with the usage of Microsoft or accounting packages very well especially Excel Microsoft. Being integrated with right tools will facilitate your work easily and give you an edge over others in your field of specialisation. For anyone and for what ever reasons someone must be grounded with the use of Microsoft applications.

Establishing clear goals and expectations is crucial for successful remote engagements. However, it's equally important to help the account envision the long-term benefits and possibilities of integrating our product into their operations. By illustrating how our solution can drive continuous improvement, scalability, and innovation within their organization, we can foster a deeper understanding of its value and potential impact.

Communication serves as a lifeline in account management, indeed. Consistent and frequent interaction with accounts is vital to maintaining engagement and fostering ongoing collaboration. Consider incorporating casual meetings into the mix, perhaps on a monthly basis. These meetings can provide a relaxed environment for discussions and allow for other key stakeholders from your company to engage directly with the account. This approach is particularly beneficial if these stakeholders hold strategic importance to your brand.

Prioritize thorough preparation before account meetings. Avoid improvisation and never 'wing it'. Always remember to follow up promptly afterward. Maintaining a well-managed calendar and ToDo list is essential for ensuring consistent engagement. Structured and organized workdays can be incredibly liberating when executed effectively.

-Before you start your day, spend a dedicated time to set your priorities of the day. This not only helps you manage time but also help you to stay focused -Leverage on online tools to create clear priorities and task lists for each of your account , and is accessible anytime from anywhere.

Relationships are the soul of account management and these do not come from making every customer interaction a strictly business conversation. Taking a genuine interest in the customers and deepening the rapport will go a long way in creating an essential bond that travels beyond physical interactions.

-Be your customer's Partner and not the follower or only executioner. Build your trust and relationships by adding values to their business needs. -Dig deep to understand the bigger picture to have the mutual goals, this not only brings you closer to the commercial success but also strengthen your customer's trust in you

The landscape of remote work is ever-changing, with new tools and methods emerging regularly. Stay informed about industry trends and be open to adjusting your strategies to better serve your clients. Seek feedback from your clients about your remote interactions and use it to improve your approach. Embrace the learning curve as an opportunity to excel in your role and deliver exceptional service from anywhere.