Accounts
Organize and track organizations or individuals that use your products with APEX's account management. Use this capability to structure your customer base and manage business relationships efficiently.
What are Accounts?
An account stores essential information about your customer organizations or individuals. Build your customer relationship management foundation using accounts within your product.
Key Features of Accounts
Account Types
Choose between two primary account types in APEX:
- Company Accounts: Represent business organizations that purchase and use your products
- Individual Accounts: Represent single customers who use your products in a personal capacity
Account Information
Store and manage critical customer data including:
- Basic details (name, contact information, and address)
- Billing information (payment methods, billing cycles, and history)
- Communication preferences (contact methods, frequency, and opt-ins)
- Relationship history (interactions, support cases, and feedback)
- Associated subscriptions (plans, status, and usage metrics)
Account Hierarchy
Build and manage complex organizational structures with hierarchical account management:
- Create parent-child relationships to reflect your customers' business structure
- Establish hierarchy levels to accurately map customer organizations
- Generate consolidated reports across hierarchies for insights into enterprise-wide usage
- Track spending and utilization patterns across organizational divisions
Benefits of Using Accounts
- Centralized Customer View: Access your customers' complete profile, history, and preferences in one dashboard
- Enhanced Relationship Management: Reduce resolution time by 40% with comprehensive interaction history
- Informed Decision Making: Leverage account data to identify upsell opportunities and retention risks
- Streamlined Subscription Management: Automatically link subscriptions to accounts for accurate billing and simplified renewals
Related Capabilities
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