ACCOUNT UPDATE EXPECTATIONS
Account Update Expectations
Account Update Cases are addressed once a week unless communication is active, or the Account Update Case is ...
Proposed Subscription Products
Create a Subscription Product any time you identify or pitch a proposed upsell for a client.
Upon creation, move the Stage ...
Go Live SOP
Notification of New Account
Receive via Chatter and/or email after the initial Onboarding client call.
If the Product services include posting, ...
High Risk Clients SOP
When a client is considered high risk:
Working with another 3rd party marketing company
Expresses a concern/frustration about our program
Asks for a ...
ACCOUNT UPDATE SOP
Account Update Cases are the only Setup Case anyone outside the Onboarding Department can create. These cases are created when ...
BlueTie Email – New email with Enterprise already created
Website Update is needed. Double check the subscription product in Salesforce
Login into Bluetie: https://extranet.bluetie.com/index.html?msg=sessiontimeout
Click on Enterprises on the left-hand corner ...
Reference sheet for the TireConnect Form
ODM Account Manager:
Who is filling this form out. This also is the person who put the product(s) in Salesforce
Lead Information:
Company ...