As an account manager, you know that time is money. Generally, though, you probably don’t have much of it. Let us show you how to make the most of your skills and maximize efficiency. There are some shortcuts and tools that allow you to get more done in the same amount of time.
It’s the top hints, quick and to the point – not wasting your time.
Table of Contents
What is the role of the key account manager?
An account manager is the backbone of any successful business. From guaranteeing smooth collaborations between departments to overseeing every tick in the workflow. Key account managers play a significant role in helping a company remain successful in an ever-changing competitive landscape.
An effective account manager has an impeccable eye for detail and stays on top of customer relationships to guarantee that communication is always smooth sailing between all parties.
Account manager skills that matter
As an account manager having the right skills can mean the difference between success and failure. Knowing how to deal with customer accounts, how to generate new business opportunities, and how to use data analytics to make informed decisions are all essential elements of a successful career in account management. Identify account manager key skills for success.
A successful key account manager must have the ability to analyze data, recognize patterns, identify trends, and devise solutions to address any customer needs. As part of account management skills are also leadership skills, which are necessary for motivating and inspiring team members to reach their goals.
Excellent communication skills
Along with being able to articulate their vision clearly, key account managers should show the skill of listening carefully and responding appropriately. Excellent interpersonal skills are vital when dealing with key customers or business partners, as well as other employees within the organization.
Other soft skills on the list are building strong relationships and connections with existing customers. This requires having good charisma, tactful negotiation capabilities, and the ability to make sound business decisions based on feedback. It’s also a vital skill for nurturing relationships and gaining new customers.
Account managers need to take the initiative when needed and effectively coordinate multiple resources to execute their tasks and responsibilities. Another asset is strong organizational, multitasking, problem-solving, and time management skills to be at the top of tight deadlines (which are a pretty common thing in this industry).
Here are 9 productivity hacks for key account managers
Do you want to manage your workflow better? Check out our top productivity hacks for key account managers to operate at the peak of your efficiency.
#1 Schedule time for reflection
Take a step back every now and then to reflect on the progress of your goals and efforts in managing. It’s easy to get caught up in the hustle of daily workflow, but it’s important to take a break and assess the big picture. That’s the method that helps you develop strategies. See where you’re wasting the most time and how you can streamline those processes. In the end, the outcome is a mutual benefit – increased productivity as well as overall customer satisfaction.
#2 Make use of technology
Key account managers need all the support they can get to stay efficient, and technology is a great place to start. Implement digital tools like project management apps, time-tracking software, and cloud storage solutions since they can simplify mundane tasks that add minutes and hours to your day. You should also use the communications capabilities of modern tech to stay connected with your most valuable customers without spending time on tedious phone calls or emails. Technology helps you to maintain close-knit customer relationships, so don’t be afraid to use it extensively.
Dealing with multiple accounts for all projects and client relationships can be quite a time-consuming task. Try to manage them more effectively within the Allfred dashboard. It’s the tool perfect for keeping track of all tasks, expenses, budgeting, and performance – all from one place.
#3 Prioritize tasks according to the urgency
Spending too much time on non-urgent tasks can lead to missed deadlines or opportunities for managing accounts more effectively down the line. To help shed light on the situation, prioritize tasks according to their urgency. Also, consider the view from a team’s perspective rather than focusing on individual tasks only. It may be useful to identify which tasks are able to be delegated or automated so that not all the burden falls on one person.
Give tasks a priority status while creating them in the dashboard by selecting Urgent/High/Medium/Low. As a result, your team members can see right away which tasks need to be prioritized and which can wait, improving their overall efficiency.
#4 Break down large projects into smaller chunks
With this one simple trick, you can experience less stress as you work through complex projects and produce quality work on time. Use this hack for better project management, allowing yourself to be more productive in the workplace. It’s human nature – you see the progress (even the little one), and you are motivated to achieve more and more.
#5 Unleash the power of automation
With automation comes less stress and greater efficiency. By investing an effort into setting up automated tasks, you’ll soon discover how smoothly deadlines and time management can fall into place. Same as you use a CRM system to have sales reps resolve client complaints faster, you can use In turn, you will be freed up to focus on more strategy-building activities.
With Allfred powerful integrations and APIs, you can set it up with tools like Slack, Asana, Basecamp, or Monday.com, so you can access all your data in one place and manage it even more easily. This will make it easier for you to monitor your client’s business and operations without having to exert any effort on your part.
#6 Visualize your team’s time
With the right visual tools that show time progress, the key account management team can collaborate more easily, achieve their goals faster, and build better relationships with their clients. When you visualize how teams spend their time, you’ll be able to identify which tasks key staff members need assistance with or where resources need to be reallocated. It also makes it easier to spot changes in workloads and any blockers which might slow down processes.
In Allfred, you get access to a separate module for the team’s time-tracking. This feature lets you have a better insight into your team’s performance and productivity levels. With the dashboard, you’ll be able to watch progress over time, get notified if tasks fall behind schedule, and even generate reports about time performance.
#7 Leverage data insights for better decision-making
The only way out is through. If you want to manage key accounts better, you have to base it on the data. Get an overview of customer data, product performance, revenue growth trends, and much more. This allows you to make smarter decisions that are better tailored to your customers’ needs. Do you wonder how it impacts your productivity? It’s simple – if you make better decisions, your team can focus their work on the right tasks and reach success faster.
#8 Diversify your communication methods
Among the key account management responsibilities are those related to client satisfaction. By having more communication channels, you will be able to deliver feedback and collaborate better with your clients. This can also give you insights into the needs of each of your potential customers further, allowing you to develop a tailored service that meets all their requirements. Ultimately, this broader approach to customer contact helps build strong relationships and ensures superior customer service. Furthermore, a well-designed communication loop will make it easier for you to handle customer inquiries and problems.
#9 Be organized
As key account managers, it’s not just about working hard but also knowing how to work smart. To maximize productivity, getting organized is key. Whether it’s having dedicated files for each key account or cleaning up the cluttered inbox once and for all, organizing your workflow will help you stay on top of the tasks without a hitch. Once you’re organized, you’ll be well on your way to being among successful key account managers.
Organize all your client’s information in one place. As a result, you do not waste time searching through tons of different files to find the data you need. In Allfred, you can even keep your invoices, contract details, and other important stuff in one place.
Take control over your productivity with Allfred
We know the shortcut. All these tips above are achievable with Allfred – the ultimate productivity assistant for account executives and creative agency teams. This tool combines both – project and finance management, making it an even more profitable investment than using both solutions separately.
It is a complete software that allows you to keep all the important things at hand with ease and convenience and boost your productivity in return. What does it mean exactly?
Allfred gives you access to such features as:
- 1-click time tracking
- Workflow management
- Accounting exports
- Budgeting and expense tracking
- Real-time financial performance
- Revenue analysis
- Invoices management
Traditional account managers often struggle to keep up with the demands of their job. Allfred is an excellent solution for them, as it allows them to keep all their data in one place and manage it quickly and efficiently. Its features are designed to save time, energy, money, and resources, helping companies reach their goals faster.
The final note
Each account manager has their own productivity hacks, so give yourself time to build up your own pattern of best practices. This comes with experience – you’ll learn what works in your case.
Boosting productivity requires more than just technology, it can certainly help a lot in the process. It’s a great way to simplify accounting operations and ensure that they are kept up to date with minimum effort.
Allfred makes managing easy – no need for multiple tools when the all-in-one solution is just a click away. Experience the power of our complex software for project management, so you can worry less & focus more. Book a demo.