Cobault products offer many benefits, especially to small and medium sized businesses. Here we list the top five as ranked by a survey of our customers.

1. Improve your sales closure rate

 
Contacts Opportunities Projects Contracts

 

 

The 18 Account Manager modules are tightly integrated together and each of these modules are capable of adding value along your complete sales cycle road-map.

After you have made contact with your prospect or customer you will be able to articulate the detail of an opportunity and manage the day-to-day activities (quotations/business proposal/sales forecast etc) through the sales project module and right up until the point you have won the sales contract.

After you have been through this journey you will be able to create compelling reports which will enable you to understand what is working well in your business and what is not.


2. Improve your communications

 
Account History Documentation Hosting

 

Every version of our tool allows you to carry your data with you. A ‘Briefcase’ mode permits synchronization with your server from anywhere you can see it over a network or Internet. When you disconnect, a full copy of your data is on your laptop and you can work seamlessly wherever you are. Any changes you make will be uploaded whenever you next connect to your server and because it is only the new data that is synchronized the time needed is minimal.


3. Take control of your sales cycle

 
Actions Mail Visit Reports Quotations

 

Account Manager embodies a complete sales management methodology based upon identifying and managing compelling events in the sales process. This leads to an improved team-centered view of sales progression and enables user organizations to proactively push sales dialogues forward rather than being driven purely by customer timescale's.


4. Pay only for what you need

 
Personal Edition Download Upgrade Customize

The Personal Edition of Account Manager is currently £69/$130 and both the collaborative Peer-to-Peer and Team Server editions are available on a subscrription license.

We have done this so we can share risk in your decision making on if Account Manager is the right sales tool for your company or not. After the 30 day evaluation period has expired the minimum order commitment is simply 1 user for one month and if you are not satisfied with the results you are getting you can simply export the key data out of Account Manager and stop paying your subscription based license.

You can opt to pay an annual subscription just at anytime, simply let us know you would like to do so and we will forward you an electronic invoice.

 

5. Protect your investment

Pricing Hosting Customize Upgrading

 

Even with our £69/$130 Personal Edition, we recognize that the time you spend learning a tool represents a very real investment. That’s why all of our versions use the same front end client.

Once you have learnt a module you can use it on any Edition. If you upgrade from Personal Edition to Peer to Peer, for example, we estimate the transition time is 10 minutes – FOR THE WHOLE COMPANY!

As your company grows, you simply download and purchase more client licenses. Each new user will benefit from the database built up by his colleagues and be able to contribute to the sales effort instantly.

Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.