ACCOUNT ENGAGEMENT & PLANNING
Provide your third-parties the ability to engage and collaborate. Enables Customer Engagement Managers to manage a robust account plan and maintain it fully online.
CENTRALIZED DOCUMENT REPOSITORY
Ability to manage and track customer related documents all in one place. Quickly locate contracts, invoices and other key documents.
Survey Management - A simple to use survey management tool which allows third-parties to create survey templates for Customer Satisfaction Surveys or Employee Engagement Surveys
Customer Scorecard Management – Leverage the many defined KPIs (Key Performance Indicators) as stand alone performance indicators or build a Balanced Scorecard by incorporating up to four perspectives
Organizational Charts - Get a quick understanding of the vendor partner organization including their executive management and account management team structure.
Actively participate in monthly, quarterly and annual business review meetings with your customer. Enables you to track and manage all cadence meetings, meeting minutes and action items in one centralized view.
ACCOUNT REVIEW & MONITORING
Conduct internal account reviews with your account leadership team.
ISSUES, CONFLICT & ESCALATION MANAGEMENT
Ability to centrally manage all Issues, Disputes & Escalations. Have the ability to address any escalations raised by the lines of business serviced.
Know your key personnel’s. Spot early trends on resource attrition and manage resource requirements and allocations.