Be More Proactive with Your Key Accounts

Your existing customers represent enormous revenue and growth potential. But it takes a customer-first mindset: Understanding what they’re trying to achieve, helping them get there, and demonstrating real results.

When you do that, you’ll create a long-term relationship full of opportunity. But you need support to do it right: a dedicated team, a clear process, and purpose-built software for key account management.


Are you as customer-centric as you want to be?

  • Does your customer ever reach out to you, or do you initiate all the conversations?
  • Do your customers use competitors for products and services you could offer?
  • Do you have to offer discounts and rate reductions to keep your clients?
  • Are you at all worried about renewal?

If the answer to any of these questions is “yes,” you don’t have the level of customer engagement you need to stabilize and grow your existing customer base. You’re not alone—many organizations are not as client-focused as they’d like to be.

The good news is, there’s help. Kapta provides a client management system and software to help you proactively strengthen your existing customer relationships, reducing risk and driving revenue for your organization. Meantime, your customers are succeeding, too. Welcome to the world of win/win.


A Purpose-Built Tool for Key Account Management

To truly be a customer-centric organization, a traditional CRM is not enough. You need a tool designed to deep dive with existing customers, not just generate new leads.

Kapta helps you know your clients better, so you can serve them better. Our Voice of the Customer tools help you reveal their big picture business goals, as well as their real-time satisfaction with you. Our SWOT tools give you insights into their position in the marketplace, so you can help advance it. And our dynamic org charts help you understand what’s going on in their organization.

Kapta also helps you act more strategically and effectively on your client’s behalf, with a template for Account Planning that translates big picture customer goals into discrete action items for your team. Kapta helps track your progress, so everyone stays on time, on budget, and on strategy.

Finally, Kapta helps you measure your results, demonstrating real value to your customers and helping your team course-correct along the way.

To truly build engagement with existing customers, you need a dedicated team, supported by a clear process and a purpose-built tool. Kapta is key account management software with process built in, so you can drive real growth with your most important clients.

Keep and Grow Your Key Accounts with Kapta

Our customers are seeing an 11% decrease in churn and a 25% increase in new growth opportunities within just the first few months of deploying Kapta.

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To see how Kapta can benefit you and your customers, request a demo today.