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Account contact management refers to the process of collecting and organizing specific information identifying a customer account. This can include name, address, contact information, and any related details associated with a given customer record. Account contact management typically relies heavily on a customer resource management (CRM) system, which organizes customer information according to set rules.
CRM software manages the customer relationship across the entire customer lifecycle and targets multiple aspects, including sales, marketing, digital commerce, and service management. By pulling account data at every touchpoint, a business stays informed on their customer’s behavior to predict ways to gain more customers and what additional services they can add for existing customers.