About this video
ERPCA provides the option to appoint a dedicated resource for a customer who will look after all the tasks of the corresponding client. Multiple customers can be assigned to single resource where he/she will become the Account Manager for those clients. Account Manager have right to view all the task, billings related to assigned customers.
This video will give a complete guidance about appointing a dedicated account manager for a particular client.
Full video description
ERPCA provides the option to appoint a dedicated resource for a customer who will look after all the tasks of the corresponding client. Multiple customers can be assigned to single resource where he/she will become the Account Manager for those clients. Account Manager have right to view all the task, billings related to assigned customers.
This video will give a complete guidance about appointing a dedicated account manager for a particular client.
ERPCA is India’s top practice management software for chartered accountants, CA firms, Corporate Secretarial firms, and other financial professional services firms. It makes office management effective and efficient, helping professional services firms to boost productivity, improve efficiency, save time and costs, and even help maximize revenue opportunities. From comprehensive task management and time sheet management to billing and invoice management, ERPCA helps you with complete digital automation of work processes. Transform your practice – schedule a demo / register for a FREE trial now.
If you are a financial services KPO, we offer ERPCA as a custom-branded, white label office management software that is perfectly suited to your needs. E-mail us at support@erpca.com to discuss.