Summary
An overview of the typical tasks of the Account team and how the Accoil analytics can help the Accounts team
How this helps
This article will guide your customer service team on how to utilize Accoil Analytics effectively to deliver personalized support, enhance client satisfaction, and drive renewals
As an Account Manager, your role is pivotal in ensuring clients derive maximum value from your product, fostering long-term relationships, and driving growth.
With Accoil Analytics, you gain the tools to tailor client interactions, predict potential issues, and identify upsell opportunities. Leveraging these insights, you can deliver personalized support, enhance client satisfaction, and drive renewals.
Accoil Analytics equips you with the data needed to create a seamless and rewarding client experience. This not only boosts retention but also opens doors for upselling, ensuring clients see the value in upgrading their services. By focusing on data-driven strategies, you can build strong, lasting relationships with your clients.
Typical tasks for a Account Managers team
Task | How Accoil Analytics helps |
Tailor Onboarding |
|
Predictive Support |
|
Check-In with Purpose |
|
Enhanced Customer Journeys |
|
Feedback Loops |
|
Identify Upsell Opportunities |
|
Monitor New Customers |
|
Anticipate Needs |
|
Measure Success |
|
Account Health Scores |
|
Trend Analysis |
|
Helping your clients find value |
|
How to optimize Accoil Analytics for Account Managers team
To maximize the benefits of using Accoil, follow these steps to set up and utilize your engagement Profiles effectively.
Step | What is does ? | Metrics to use - add relevant links |
1.Set up your own Engagement Profile/s | Gives you a clear view of the accounts and users you want to monitor. Provides insight into account/ user engagement scores, trends, and overall health. For example, track engagement and adoption scores to identify users who may need additional support. |
|
2. Use Profile Segments for deeper insights | Review Standard and Suggested Segments to quickly find hot and cold segments within your Profile. For example, identify segments with declining engagement and prioritize outreach to re-engage these users. As you get comfortable with Segments, create your own based on the task you need to get done. |
|
3. Configure account and user activation | Select the events and/or conditions that an account should meet to be considered Activated. Identify key moments that indicate a user has realized value from your product. For example, track how many users complete the initial setup to identify potential roadblocks. |
|
4. Get familiar with the Events page | Learn which features are being used and which ones aren’t. Gain insights into user behavior to improve feature adoption. For example, identify underused features and create conversations with important customers to raise awareness and improve product adoption. |
|
5. Pipe your insights to relevant teams | Set up actions to deliver insights to the tools you and your teams already use. Send an activated lead to sales in real time. Integrate with tools like HubSpot, Intercom, and Slack to keep teammates updated on customer engagement and health. For example, send notifications about at-risk accounts to your Accounts or Customer Success team for proactive outreach. |
|
Recommended reads: