Account Management QA
Stemmons aides in successfully and efficiently executing account management activities.Account management becomes simplified with monthly reminders to select and execute action items to keep a sharp supervision on accounts. Cast will launch and assign Cases routinely for inspections of various Entities. Standards will provide proper company procedure for Account QA inspections/ follow ups. Quest will register inspection results and reassign cases if follow up or other action is necessary.USER EXPERIENCE :
- Create a job to run at set time of each month and assign account QA cases based on roles for each account.
- Cast creates various account QA Cases which are assigned to the appropriate person based on Role.
- These Cases ask person to conduct QA inspections for their accounts.
- Each case will include a link to instructions related to conducting the Account QA inspection.
- Assignees will read instructions before beginning inspection.
- Assignees perform the Account QA inspection and will complete a Quest form.
- Dependent on information input, Quest can create and assign new Cases.
- If Quest determines that action/ follow up is necessary, it will create and assign new Cases to the appropriate person in order to accomplish and close Case.