kapta

What Is Kapta?

Overview

Kapta is a cloud-based key account management (KAM) and customer engagement software. Its primary focus is to facilitate performance management, streamline goal tracking, and maximize customer success outcomes. By leveraging its diverse tools, businesses can effectively cultivate robust client partnerships and drive repeatable growth across their client portfolios.

What Is Kapta Best For?

Kapta software facilitates strategic account planning and provides comprehensive features to support this process. It offers a range of customizable templates for creating plans that managers can use to create strategic plans that align with the objectives of their key accounts. Utilizing these templates allows users to enhance efficiency and maintain uniformity across their planning efforts, ensuring precision.

Kapta Pricing

The software offers the following pricing plans:

• KAM Basics - $1,000/month
• KAM Plus - $2,000/month
• Enterprise - $5,000/month

Disclaimer: The pricing is subject to change.

Kapta Integrations

The platform integrates with the following third-party applications:

• Slack
• Zoho
• Hubspot
• Salesforce

How Does Kapta Work?

Here's how you can navigate the dashboard after logging in: 

• Click on the 'Key Accounts' tab to access detailed information about your key accounts, including contact details, account health scores, and interactions
• Navigate to the 'Goals' section to set, track, and manage strategic goals, update progress, add new goals, and analyze historical goal performance 
• Automate the preparation process for quarterly business reviews (QBR) meetings, generate reports, and review historical insights by accessing the 'QBR' tab
• Explore the 'Customer Success' section to gain valuable insights into customer satisfaction, engagement trends, and areas for improvement
• Create, assign, and track tasks related to key account management and customer engagement with the 'Tasks' module
• Visit the 'Reports' section to generate detailed analytics reports, visualize performance metrics, and extract actionable insights to drive informed decision-making
• Customize dashboard views, set up notifications, and tailor the software to align with your specific management processes
• Use the 'Help' or 'Resources' section to find tutorials, best practices, and support documentation

Who Is Kapta For?

The software caters to the following domains:

• Telecommunications
• Healthcare
• Sales

Is Kapta Right For You?

Are you looking for a customer management software to help you streamline customers' data management and foster growth seamlessly? If yes, then look no further than Kapta which provides integrated solutions to track progress and meet objectives.

Kapta is general data protection regulation (GRDP) compliant, provides private cloud optimization, and encryption both at rest and transit. It offers a scalable solution for key account management, enabling businesses to expand their customer base and improve existing customer relationships without the need to add significant headcount.

Still not sure about Kapta and want to learn more about its functionalities? Contact us at (661) 384-7070.