Account Management Tools
Tools
The following tools are the most frequently used by Account Management.
Account Management Master Sheet
The Account Management Master Sheet is the go-to reference point for Account Management documentation. It carries over key data from the Support & Maintenance Master Sheet and provides a high-level overview of Agile Collective accounts.
Harvest
Harvest is the true reference point for hours logged towards projects and support. It should be used as the first review point for client hours.
Support System
The support system is used to review client tickets.
Clients often prefer this form of communication. Important emails should be shared in Rocket and copied into the CRM.
Rocket
Used for internal communication about client work and relationships.
CRM
[To be completed.]
Xero
Xero provides Account Management oversight on contracts and billing history for clients. It can be used as a reference for answering client questions.
Projects Playbook
The Projects Playbook is the official reference point for Agile Collective processes and projects. Use this to answer client inquiries on process and as a reference for handover processes between projects and account management.
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