Simulated workplace
Business system
Client Relationship Manager
Holds every client and prospect with their segment, service line, engagement value, contacts and the log of interactions and actions.
Fields in this system
Clienttext
Primary contacttext
Segmentselect
Service lineselect
Statusselect (status)
Last contactdate
Annual value (AUD)number
Notestextarea
Scenarios that use it
Organise the front office for the weekProcess the September invoices and follow up overdue accountsPrepare a quarterly advisory review pack and onboard a new projectCoordinate recruitment and onboarding for a client's finance officerPlan and launch a client webinar campaignRecover and manage a client system implementation projectPlan, conduct and report an internal audit of privacy and records controlsLead the advisory team through operational planning and a team meeting