Account manager story

Account manager story

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Storyboard Text

  • salesforce
  • Salesforce
  • Call from LP to customer support centre, logged to CRM Alternative starting points: account manager visit, Jisc directorate activity, F2F meeting at event, flagged for support eg ofsted 3/4 grade
  • Account manager visits LP to find out more about the issues. Decides that advice from Subject specialist is needed. Logs meeting on CRM.
  • Account manager and Subject specialist online conference to discuss issues. Organisation of Subject specialist visit to LP to consider problem scope and solutions.
  • Subject specialist presents alternative to LP who selects Eduroam as the preferred solution. Subject specialist points LP to sign up on line. Jisc Technologies directorate sends Eduroam welcome pack and info.
  • Subject specialist and Jisc Technologies collaborate to guide LP through Eduroam set up.
  • Account manager revisits LP after 3-6 months to evaluate impact and look for any other support needs.
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