Custom Salesforce View

The Account Management Console (custom SFDC view) provides a birds eye view into all accounts being managed by each account manager and helps structure day-to-day work. The one stop shop combined multiple tools into one view for a seamless management experience. The issues are now prioritized so account managers address the most serious issues first. Historic visibility allows account managers to see the status of cases and ensure that every case vis responded to as fast as possible and with all details a homeowner is seeking. Now owner issues are more easily and efficiently managed which leads to increased homeowner satisfaction and decreased attrition.

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Posted on Oct 4, 2018

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