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Medallia For
Account Management

Cultivate relationships and opportunities

Get a 360° view across all interactions

Enable your account managers and executives to walk in your customers’ shoes. Keep track of complex account relationships across all key contacts, touchpoints, products & services, and geographies. Medallia provides the most comprehensive view across every point of interaction for every account.

Cultivate deeper client relationships, grow your business

Don’t just call when you have something to sell. Start conversations with more stakeholders across the business in every account by using client feedback strategically. Leverage feedback through tools like alert management, notifications and root cause capture to cultivate relationships and find new opportunities.

Prioritize the Most Critical Opportunities

B2B accounts are complex relationships with numerous stakeholders, contracts, and interactions. Medallia helps you make sense of this, so you can effectively manage your time and resources. With Medallia Experience Cloud™ you can analyze your client experience to prioritize accounts based on churn risk, buyer segmentation, financial impact, renewal dates and more.

Stay ahead of issues, keep everyone happy

Receive alerts in real-time so you can respond quickly and stay ahead of potential issues. Overdue cases escalate automatically, and you can tag root causes to identify common problems. On the go? No problem. Access all of these functions from our mobile app.

Empower everyone to contribute to account heath

Share client feedback about each experience directly with all levels of the teams involved. This keeps teams aligned and accountable for delivering what was promised. Medallia Experience Cloud sync with your organizational hierarchy so feedback history is automatically available when assignments change.

Shine a light on client success

Find advocates to sing your praises to potential clients. Ensure that key client-side decision-makers have the full picture about your capabilities when it comes to product and service delivery, including positive feedback from within their own organization.

Turbocharge your CRM with the Voice of the Customer

By integrating your CRM with our customer experience management platform, you’ll give your sales and support teams direct access to the Voice of the Customer and allow them to act on feedback that customers provide. Through the use of API’s we can enable real-time data exchange in seconds.


Top 5 Principles of B2B Success for Account Management

Learn our five rules that account managers can follow to build trusting relationships with clients.


“Having all the data in one place really enables us to understand key customer experience drivers and take action.”

Lisa Bryan
CX Program Manager, Windstream

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Leading brands that use Medallia for Account Management

Key Features

See what you can do with Medallia for Account Managers

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