Account Management
Account Management
Why?
We developed this Account Management solution to enable users to organize all their accounts efficiently, ensuring they never miss an important task and consistently improve CSAT. Our dynamic, automation-focused system offers extensive options for creating recurring tasks, including customizable timelines and descriptions.
With just a few clicks, you can create tasks for specific account tiers, such as Gold and Silver, automatically applying them to all relevant accounts. Additionally, for ad-hoc tasks, simply select the desired accounts from a dropdown menu and create the task with a single button press, saving you valuable time.
We also addressed the challenge of managing existing recurring tasks across multiple accounts. If you need to update the task name, timeline, description, or even delete it for 100 accounts, our solution allows you to make these changes instantly with just one click.
Benefits
Enhanced Organization: Easily manage and view all your accounts in one place, ensuring that no account is overlooked and all important tasks are tracked efficiently.
Improved Efficiency: Automate recurring tasks for specific account tiers or individual accounts, significantly reducing the time spent on manual task creation and management.
Seamless Task Updates: Quickly update or delete tasks across multiple accounts with just one click, ensuring consistency and accuracy in account management.
Increased Productivity: Focus on high-value activities by minimizing administrative overhead, allowing account managers to dedicate more time to client interactions and strategic initiatives.
Higher CSAT Scores: By never missing an important task and maintaining organized, timely follow-ups, improve customer satisfaction scores and build stronger client relationships.
Flexibility: Choose when your recurring task should be created again by simply entering the number of days, such as 18 days or 30 days, and the system will automatically handle it for you in the future.
How it works
01. Creating a New Account
When a new deal is closed, a corresponding account is added to account management.
This step ensures that all relevant information about the new account is accurately recorded and prepared for the next stages of the process.
Alternatively, this can also be done manually through a form.
02. Identify Tasks For The New Account
Once the account is created, we proceed to identify and assign the tasks that align with the specific needs of that account.
This process involves searching for tasks based on criteria such as tiers, services, and other relevant factors.
03. Creating and Assigning Tasks
In this step, we create all the necessary tasks for the new account, ensuring each task has the correct timeline, estimated hours, and detailed descriptions.
If an account manager is assigned to the account, they will be automatically assigned to all tasks. If no account manager is currently assigned, these fields will be left blank, allowing you to assign them later.
04. Task Resetting and Notifications
Based on the timeline specified in the master board, these tasks will be automatically reset at different intervals.
For example, if the interval is set to 14 days on the master board, the system will reset the task every 2 weeks. The account manager will then receive a notification to complete the task again.
This process ensures that recurring tasks are managed efficiently and consistently.
05. Adding and Updating Recurring Tasks for Existing Accounts
Adding new recurring tasks to already active accounts is a challenge many companies face. Often, the structure for tasks has been established for different accounts, but these accounts may have been created months ago.
So, how can we ensure that new tasks intended for future accounts are also applied to existing ones without manually updating each account?
The solution is simple: when you add a new task as recurring, it will automatically be added to all existing accounts that match the specified conditions. Similarly, if you need to update a task already created for multiple accounts, you can simply make the changes on the master board and press ‘update.’
The system will automatically apply these changes to all relevant accounts, ensuring consistency across your operations.
Talk about account management and other solutions with me
Eddie Blomkvist
Implementation Consultant
eddie@solosap.com