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Account Management - Coggle Diagram
Account Management
Product Information
on Website
Relevant & Valuable content required for every product
Stock Accuracy
Price
Lead time
Account Overview /
Customer Portal IIR 1792
Customer Version
Contacts
No of Quotes Won/Lost
Usage
IIR 1687
Sales Comparison (year on year)
Internal Version
Same as customer
All notes from system
Sales by Brand
List of all customer interactions, calls, social media
Planned Activities
Google Calendar Sync
Reminders to prompt that a date is nearing to allow time for preparation
IIR 1774
Customer Details
API with Mailchimp
IIR 1742
Prioritisation of Customers
Resource