As an Account Manager, your day-to-day will be structured around your interaction with Salesforce.
This course covers the key aspects of the tools in your arsenal, from using your Partner Report as your game plan, to measuring your success.
Partner Accounts for Account Managers
Partner accounts are largely the same for Account Managers (AMs) as they are for the Welcome Team (WT) but you'll need to keep track of some slightly different things.
Over the next few pages, we'll walk through each of the main sections, and the key pieces of information to look out for and maintain.
Opportunities and Contacts
Adding Users to Training
What is the best way to find out what the outcome was of a conversation you had with a Partner 6 months ago?
Where do you go to access Litmos, so you can set Users up on Receipt Bank's Training courses?
Your Partner Report
Other than assessing day-by-day, how can you know where you'll get business plans down the line?
Which field records which of your Partners are higher priority than others?
The Account Management Dashboard
What is the Account Management Dashboard?
Which Report shows the number of Clients churned this week?
Which Report shows how many clients each AM has added this month?