What tools are you using to keep non-value account details (like notes, and org charts)?
I've been researching this for weeks now and it seems like there isn't a good step forward from CRM into highly focused account management, where you can expect a group of accounts to fit the same general format of things you'd like to track and be able to flip through when bringing the account up/developing it, but that aren't individual values you can drop into a CRM. Things like org maps/reporting structure/key stakeholders maps, customer journey maps, and meeting notes with some sort of tagging (so I can tell what kind of meeting it was and WHO it was with, what action items were, etc).
When you get to the stage where you're doing more handholding and heavy relationship development, what tools are you using to track this kind of information? What other information do you track related to this?
When you get to the stage where you're doing more handholding and heavy relationship development, what tools are you using to track this kind of information? What other information do you track related to this?